SUMMARY:

• A proven career of tax preparation and tax research experience with financial and insurance industries, as well as entertainment, manufacturing, health care, and retail industries.
• Ensure regulatory and statutory compliance with Federal, state, and local taxing authorities using my vast experience in corporate tax, partnership tax, sales tax, general accounting, journal entry preparation, and account reconciliations.
• Performed detailed, deadline driven duties independently, including implementing practices and procedures to improve productivity and efficiency.
• Proficient use of Lawson, SAP, BNA, Microsoft Excel, Microsoft Word, Sage Depreciation Software, ProSystem fx, OneSource, and GoSystem Tax Preparation Software.

PROFESSIONAL EXPERIENCE:

TAX MANAGER

Confidential, VALENCIA, CALIFORNIA

• Prepare and review FIN 48 calculations, including tracking of exposures, calculations of penalty and interest to identify any potential new issues.
• Forecasting the effective tax rate on a quarterly basis.
• Manage internal controls for quarterly and annual income tax accounting process.
• Prepare and review tax account reconciliations, including posting of income tax related journal entries.
• Identify and implement process improvements for the current income tax processes.
• Research relevant current legislative and accounting developments and prepare written communication discussing the impact of the changes on the Corporation.
• Establish and maintain open lines of communication and cooperation with the Tax Department, Finance Department, Legal Department, and other business units.
• Manage engagement/projects and communicate with external auditors for the quarterly and annual income tax provision process.
• Review Federal and State Income Tax Returns.
• Perform other job related duties as requested.
• Supervise and mentor a team of three accountants, including hiring and managing work distribution.

Senior tax accountant

Confidential

• Responsible for the preparation and filing of sales in use tax returns for Arizona, California, Nevada, and Texas. Performed tax research to verify taxability of various nonfood items and sales tax rate accuracy. Assist Tax Director with responses to sales tax audit questions and resolve audit issues. Prepared sales tax reconciliations and forecasts. Assist with tax provision review.

SENIOR TAX ANALYST

Confidential, CALIFORNIA

• Responsible for the accurate preparation and timely filing of sales and use tax returns in ten states. Performed tax research for various states and submit the filings to upper management. Assist the Director and Senior Vice President with responses to IRS and state tax audit requests. Respond to network entities and subsidiaries in various states regarding tax exemptions, business registrations, and other tax issues.

Tax accountant

Confidential, Torrance, California

• Responsible for the accurate preparation and timely filing of various tax schedules and tax forms to support Federal and State tax returns and reports for the parent company and ten affiliate companies, in compliance with all tax and accounting matters governed by Federal and State laws, rules, and regulations. Duties included the following:
• Review Federal and multi - state corporate tax returns for forty states. Prepare Federal work papers and apportionment schedules for multi-state corporate tax returns and various city and county municipalities.
• Review corporate tax provision and prepare provision to return reconciliations for Federal and state returns.
• Prepare and file sales and use tax returns for forty-five state and local taxing jurisdictions.
• Prepare tax schedules and filings for corporate Federal and state estimated and extension tax payments.
• Prepare and file Business Privilege Tax, Installment Tax, and Occupational Tax returns.
• Maintain account reconciliations for general ledger accounts, create and review journal entries, reconcile bank statements.
• Assist in month end close process, analyze general ledger account variances.
• Prepare and file Business License and Annual Reports for fifty states and various local jurisdictions. Prepare monthly, quarterly, semi-annual, and annual work papers and filings of Franchise, Excise, and Net Worth Tax returns.
• Perform all preparation and filing of abandoned and unclaimed property reports to all fifty states.
• Perform necessary research analysis and correspondence to respond and resolve various Federal and State tax issues resulting from new tax legislation, changes in corporate environment, tax notices and/or assessments.
• Prepare analysis and reconciliation of monthly tax payments to the General Ledger.
• Respond and resolve information document requests from the IRS, state, and other regulatory agencies.

TAX MANAGER

Confidential, SANTA MONICA, CALIFORNIA

• Responsible for the accurate preparation and filing of corporate tax returns and forms. Duties included the following:
• Prepared work papers for the tax provision, estimate, extension, and tax return calculations.
• Prepared and filed corporate and partnership tax returns for six states using OneSource Tax Preparation Software.
• Prepared the provision to return reconciliation for seven companies for federal and state returns.
• Prepared and filed the Business License and Annual Reports for seven companies. Performed tax compliance research and analysis.
• Responded and resolved federal and state tax issues resulting from information document requests and new tax legislation.

TAX ACCOUNTANT

Confidential, LOS ANGELES, CALIFORNIA

• Responsible for the preparation of individual and corporate income tax returns. Duties included the following:
• Gather information to prepare the work papers for preparing complex individual, partnership, and corporate income tax returns.
• Respond and resolve information document requests from the IRS and other regulatory tax agencies.
• Performed tax research for application of new tax legislation.