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Terry Burke

Terry Burke

Senior Accountant

Followers of Terry Burke277 followers
location of Terry BurkeDallas-Fort Worth y alrededores

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  • Timeline

  • About me

    President at Burke Compliance Services LLC

  • Education

    • Arizona State University

      -
      Bachelor of Science (BS) Accounting

  • Experience

    • Arthur Andersen & Co.

      Jan 1980 - Jan 1983
      Senior Accountant

      Audit Senior on Securities and Exchanged registered companies in the Oil & Gas industry. Planned and supervised audits, performed purchase investigations for client acquisitions of oil & gas servicing companies, prepared audited financial statements, and reviewed clients’ internal control procedures for risk minimization.

    • Ernst & Whinney

      Jan 1983 - Jan 1987
      Senior Manager

      Performed audits for both corporations and not-for-profit organizations. In addition, performed advance refunding verifications to determine compliance with Federal tax exempt bond regulations. Developed work programs and tax checklists for providing arbitrage rebate and yield restrictions.

    • First Southwest Company

      Jan 1988 - Jan 2001
      Managing Director

      President and Chief Operating Officer of First Southwest Asset Management, Inc., the investment advisory affiliate of First Southwest Company, now Hilltop Securities, financial advisory firm. Developed Arbitrage Rebate Compliance Services, Public Funds Investment Services, and Local Government Investment Pool Services. Trained and managed a staff of 25 professionals in Dallas and Austin. Responsible for developing each service line through new client development, systems development, and specialist hiring. Daily responsibilities included risk management, budgeting, revenue/expense analysis, board interaction, goal management. Show less

    • Ernst & Young LLP

      Jan 2001 - Jan 2006
      Partner

      Head of the national Tax-Exempt Bond Compliance Group. Provided tax-exempt bond compliance calculation services to over a thousand clients nationwide. Client base included governmental, healthcare, and private activity bond issuers. Trained and managed a staff of 24 professionals in Dallas, Memphis, Phoenix and Jacksonville. Responsibilities included service line profit/loss management, budget planning, performing detailed tax review of calculations as well as approval of reports to be issued.

    • Pinnacle Arbitrage Compliance LLC

      Jan 2006 - Jan 2009
      President and CEO

      Pinnacle Arbitrage Compliance LLC was one of the largest independent providers of arbitrage rebate compliance services in the country. Successfully served several hundred clients for three years until Pinnacle was acquired by the Bank of New York Mellon Trust Company, N.A. in October 2009. Trained and managed a staff of 17 professionals in Dallas, Memphis and Phoenix. Responsibilities included executive management, accounting, payroll, detailed verification of calculations, tax regulatory reviews and approval of reports prior to release. Show less

    • The Bank of New York Mellon Trust Company, N.A.

      Jan 2009 - Jan 2019
      Managing Director - Arbitrage Compliance Group

      Responsible for the oversight of all Arbitrage Tax Compliance Services at the Bank of New York Mellon (BNY Mellon). Managed a staff of over 20 professionals in Dallas and Memphis who were tasked with preparing investment cash flow calculations in accordance with mandated Federal tax regulations. Responsibilities included client development, budget development, revenue/expense analysis, establishing risk minimization procedures, performance management and technical tax analysis.

    • Burke Compliance Services LLC

      Jan 2020 - now
      President

  • Licenses & Certifications

    • Certified Public Accountant

      Texas State Board of Public Accountancy

  • Honors & Awards

    • Awarded to Terry Burke
      Former Internal Revenue Service Tax-Exempt Advisory Committee Member - 2001 Appointed by the U.S. Secretary of the Treasury to serve as a founding member of the Internal Revenue Service Advisory Committee on Tax Exempt and Governmental Entities. This committee was formed to provide public input to the Internal Revenue Service in the development of tax policy and regulations that affect tax-exempt entities, including entities that issue tax-exempt bonds. Appointed for two terms on the Committee and was the Vice-Chair of the Government Entities Subcommittee during… Mostrar más Appointed by the U.S. Secretary of the Treasury to serve as a founding member of the Internal Revenue Service Advisory Committee on Tax Exempt and Governmental Entities. This committee was formed to provide public input to the Internal Revenue Service in the development of tax policy and regulations that affect tax-exempt entities, including entities that issue tax-exempt bonds. Appointed for two terms on the Committee and was the Vice-Chair of the Government Entities Subcommittee during second term Mostrar menos