SUMMARY:

• Skilled tax director with 30+ years of progressive diversified Corporate and Individual tax experience which includes the management of corporate tax departments including; tax provisions; tax compliance, tax audits and tax research; staffing and employee development; acquisitions; management of organizations legal/tax structure and management of the effective tax rate. Individual tax experience includes preparation of all levels of individual income and trust tax returns.
• Detailed - oriented, which is key for ensuring that policies, procedures, and documents are maintained in compliance with the internal revenue code, IRS regulations and SOX. Excellent technical and organizational skills, plus, a high level of understanding of business protocol.
• Strong communicator with the ability to communicate and delegate priorities over a broad span of control.
• Positive and open personality and can work easily and effectively with management and/or staff.
• Highly skilled in various computer software programs, including different general ledger packages (PeopleSoft, CODA, Oracle, NetSuite), cost accounting and project management software, tax preparation software (PMS, CORPTAX, RIA Insource, Avalara, Turbotax) and MS office.

PROFESSIONAL EXPERIENCE:

Confidential

Tax Director

Responsibilities:

• Responsible for worldwide tax function. Including tax/ legal structure, worldwide tax provision, effective tax rate planning and worldwide compliance.
• Responsible for all tax planning and execution of the plans including the management of all tax research.
• Developed and implemented strategies that considered the impact of BEPS - Base Erosion and Profit Shifting. Redrafted and maintained all intercompany agreements to minimize risk.
• Prepared, reviewed revised and managed of ASC 740 tax provision calculation and quarterly and annual tax disclosures reported on the 10Q and 10K. Including the impact of ASC 718 (SFAS 123R) and ASC 740-10 (FIN 48) on the tax provision.
• Developed and regularly updated the SOX 404 compliance of the tax department procedures and the documentation required. Including the establishment and annual revision of policies and procedures.
• Developed and maintained the transfer pricing policies, agreements, studies, documentation and booking of all transfer pricing adjustments on a quarterly and annual basis.
• Manage domestic and international compliance within and with outside consultants and service providers.
• Manage all domestic and foreign income tax, sales tax, other indirect taxes and property tax audits.
• Developed and prepared an annual nexus study and permanent establishment studies and made recommendations of which jurisdictions the company should be registered and file tax returns.
• Assisted with the due diligence and reorganizations from a tax perspective of acquisitions including the respective tax planning and management for the integration of the target.
• Regularly meet with Confidential , Corporate Counsel, and President/CEO to discuss company direction, tax planning, forecasts, tax law changes and business direction.
• Manage outside service providers to maintain control and budget of tax work and to guide tax policies.
• Presented tax planning and tax risks to Board of Directors and quarterly met with the Audit Committee to explain and review the tax provision and discuss potential risks.

Tax Director

Confidential

Responsibilities:

• Responsible for worldwide tax function. Including implementing and maintaining the tax/ legal structure, worldwide tax provision, effective tax rate planning and worldwide compliance.
• Developed and implemented all tax planning and including the execution of approved tax plans and the management of all tax research.
• Responsible for the preparation and review of ASC 740 (FAS 109) tax provision calculation and quarterly and annual tax disclosures reported on the 10Q and 10K. Including the impact of ASC 718 (SFAS 123R) and ASC 740-10 (FIN 48) on the tax provision.
• Developed and regularly updated the SOX 404 compliance of the tax department procedures and the documentation required. Including the establishment and annual revision of policies and procedures.
• Developed and maintained the transfer pricing policies, agreements, studies, documentation and booking of all transfer pricing adjustments on a quarterly and annual basis.
• Manage domestic and international compliance within and with outside consultants and service providers.
• Manage all domestic and foreign income tax, sales tax, other indirect taxes and property tax audits.
• Performed annual nexus study and permanent establishment studies and made recommendations of which jurisdictions the company should be registered and file tax returns.
• Managed and guided the due diligence and reorganizations from a tax perspective of mergers and acquisitions including the respective tax planning and management for the integration of the target.
• Regularly meet with Confidential , Corporate Counsel and President/CEO to explain tax planning, discuss forecasts and business direction.
• Presented tax planning and tax risks to Board of Directors and sat in on meetings with the Audit Committee.

International / Senior Tax Manager

Confidential

Responsibilities:

• Managed the completion of all Federal, International and State tax compliance, including documentation and preparation of consolidated income tax returns. Implemented and accounted for changes to the tax structure.
• Assisted with the development and management of a staff of 7 tax professionals.
• Assisted with the completion of IRS Large (LMSB) Case three-year audit cycle. Helped negotiate a closing agreement. Managed, planned and organized information for the opening of the next three years IRS LMSB and CA FTB audit cycles. Discussed and negotiated audit plans for each audit cycle.
• Dealt directly with the IRS, FTB, other state and foreign auditors concerning company issues and tax reporting requirements. Successfully negotiated and executed Limited Issue Focused Examination Memo of Understanding. Settled to conclusion other state tax audits and foreign audits. Assisted in the completion and appeals of property tax audits and sales tax audits. Identified, researched and communicated tax planning strategies that included proper compliance, tax efficient transactions and changes in corporate structure to save state taxes.
• Worked on special projects which included working closely with economist in a valuation analysis and provided research and documentation for a distribution company analysis. Regularly reported to Tax Counsel as required.
• Developed procedures and documentation for the SOX section 404 review of the tax function.
• Was responsible for the U.S. reporting of all Franklin’s international operations, which included the managing the preparation of Form 5471, 8621, 8865, and 1118 for about 45 - 50 foreign entities.
• Regularly reviewed and assisted with the SFAS 109 workpapers for quarterly and year end reporting of tax provision. Reviewed w/ outside auditors the tax footnote included in the annual report. Assisted upper management with the management and analysis of the effective tax rate. Provided support for specific countries tax provisions, estimates of income inclusions, repatriation amounts and collection of foreign tax credits.
• Managed separate files of Confidential & P pools and tax pools for each foreign entity.
• Developed and maintained new procedures and systems to electronically prepare all compliance and to assist in planning. This included development of EXCEL workbooks, conversion to PWC’s TMS international tax software and a few years later conversion to RIA’s (FastTax) Insource Client Server software.
• Developed and annually completed the Transfer Pricing Documentation required by the IRS under Reg. Section 1.6662. Assisted Germany, United Kingdom and Canada with the required documentation of transfer pricing transactions in those jurisdictions.
• Worked closely with Treasury and Confidential in developing cash needs that included quarterly repatriation of Subpart F income and establishing policies to repatriate earnings from high tax countries to maximize foreign tax credits.

International Tax Consultant

Confidential

Responsibilities:

• Compiled workpapers and imported trial balances on to Confidential . TMS system (ITMS & FTMS).
• Prepared M-1’s for subsidiaries in a wide range of businesses and helped with the consolidated federal tax return.

Tax Manager

Confidential

Responsibilities:

• Completed all Federal, International and State tax compliance, including documentation and preparation of consolidated income tax returns. Implemented and accounted for new foreign tax structure including preparation of 5471’s, 5472’s and making QEF elections for PFIC entities.
• Developed and managed a staff of two tax supervisors. Developed and maintained SFAS 109 workpapers for quarterly and year end reporting of tax provision.
• Created and reviewed w/ outside auditors the tax footnote included in the annual report.
• Developed an effective tax rate model for managing and planning of the effective tax rate and reported results to VP of Tax and Confidential .
• Prepared and filed Form 5500’s for the 401(k) Plan, Insurance Plans, The Education Reimbursement Plan and the Flexible Spending Arrangements. Implemented procedures for the proper collection of information related to the filings of forms 1099, 1042, and 599.
• Developed and maintained the annual tax package for the collection of tax return information.
• Facilitated the preparation and prepared Foreign Tax Returns for Canada, Puerto Rico, and Japan. Prepared annual Confidential calculations. Prepared Partnership and tax exempt foundation tax returns.
• Worked with treasury to developed and implement effective tax strategies to hedge foreign currency and interest rate exposures by using futures and options.
• Analyzed and calculated the disqualifying dispositions and non-qualified stock options exercised for the corporation tax deduction.
• Prepared and reviewed the foreign tax credit, R & D tax credit and the depreciation calculations for each tax year.
• Managed and reviewed all other state income, property and sales tax returns.
• Helped establish department policies and procedures. Proactive in automating the tax department and developing systems to save time and resources.
• Performed necessary research for tax planning and documented tax positions.
• Set up a record retention policy and had all tax files micro filmed.
• Worked with Auditors to finalize IRS and FTB tax audits.

Tax Manager

Confidential

Responsibilities:

• Managed the review and preparation of the consolidated Federal and State income tax returns.
• Responsible for estimated tax payments, extensions, monthly sales tax returns, quarterly tax provision and international tax planning.
• Developed and implemented transfer price policies and documentation.
• Analyzed transfer prices quarterly.
• Facilitated the incorporation of a branch office and a foreign sales company.
• Developed fee structures and contracts to minimize foreign tax liabilities.
• Established tax policies and procedures in the development of the tax department.
• Hired and managed tax accountants in tax compliance and tax planning.
• Worked closely with management and accounting in the acquisition of a small company.
• Developed a model for forecasting effective tax rates and reviewed quarterly.
• Worked closely with attorneys and accountants to develop an international tax plan.
• Developed and implemented procedures for the collection of research and development expenditures for documentation of the R & D tax credit.

Tax Supervisor

Confidential

Responsibilities:

• Developed the tax department and managed two individuals.
• Reviewed and prepared the federal and state consolidated income tax returns, estimate tax payments, and quarterly tax provision.
• Managed IRS audit, domestic and international and all state tax audits.
• Implemented and facilitated the implementation of a new general ledger system and a new fixed asset system.
• Automated the tax return preparation process using Confidential software.
• Developed a system for tracking R & D expenditures for purposes of the R & D tax credit. Prepared an ITC study and an asset reclass for depreciation and property tax purposes of a manufacturing facility.
• Reviewed all state income tax returns, sales and use tax returns and property tax returns.

Senior Tax Accountant

Confidential

Responsibilities:

• Responsible for the federal and state compliance for 11 subsidiaries including estimated taxes payments and tax provisions.
• Learned and worked with a fixed asset system used in leasing transactions.
• Used and learned Confidential for tax return preparation.
• Prepared various parts of B of A’s federal and CA tax returns including equity earnings, undivided profits, investments, gains and losses, and minimum taxes.

Senior Tax Accountant

Confidential

Responsibilities:

• For various individual and corporate clients, prepared income tax returns, estimated tax payments, tax provisions, and financial and tax planning.
• Became an expert with expatriate tax returns and policies.
• Performed various degrees of tax research.
• Managed IRS and State income tax audits.