OBJECTIVE:

Seeking an experienced tax management professional opportunity at a quality organization where I may be able to utilize my diversified accounting and tax knowledge, to increase and expand my experience, and to make a valuable contribution to the organization.

SUMMARY:

• Accomplished Certified Public Accountant with Masters of Science in Taxation degree.
• Strong analytical and research skills in accounting, auditing and taxation.
• In - depth interaction with federal and state taxing authorities, external accountants, and upper management.
• Highly motivated to utilize experience and technical skills in providing productive cost savings.
• Recognized as a knowledgeable, technical, effective communicator and team player.

COMPUTER SKILLS:

Microsoft Office: Access, Excel, InfoPath, Power Point and Word

Accounting Software: AS400, JDEdwards, NFE, Oracle, and SAP

Tax Software: FastTax, OneSource, CorpTax, ProFx, UltraTax, TaxStream, CCH, and RIA

Other: Adobe Professional, CaseWare, Lotus Notes, MonarchPro and SharePoint

PROFESSIONAL EXPERIENCE:

Confidential, Jacksonville, FL

CFO and Tax Consultant

Responsibilities:

• High level tax consulting. Involved in the analysis of ASC 740, APB 23, strategic tax planning, complex tax accounting activities for tax provisions, the preparation and review of corporate consolidated and multi-state tax returns and international tax returns, multi-state tax allocation schedules, reviewing tax schedules in the Confidential quarterly filings, international tax policies and compliance, tax deductions and tax credits, research and development, sales and use tax returns, transfer pricing, estimated tax payments and extensions, tax research, federal, state and international tax audits (income, sales and use, property, payroll, VAT and 401K), negotiations with revenue agents, tax studies and special projects.
• Primary responsibilities included overseeing complex tax research projects for clients in diverse industries, researched and analyzed a wide range of tax issues related to business transactions and tax implications of financing techniques for a variety of entities and their affiliates. Reviewed corporate, partnership and individual tax returns, with an emphasis on financial institutions, manufacturing, closely held corporations and the service industry.
• Consulted on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods.
• Researched and consulted on various tax matters, responded to IRS and other tax authority inquiries when requested, made recommendations to the client for consideration.
• Undertook tax compliance assignments for current and former executives of client corporations.
• In addition, was responsible for the tax-planning responsibilities for federal and individual clients.
• Supervised assignments by the staff accountants.
• Responded to federal and state tax inquiries on behalf of the client.
• Proactively built relationships and communicated effectively with the client to provide superior client service.
• Maintained technical expertise in various tax areas related to industry specialization.
• Worked closely with the Confidential firm’s partner(s) and clients.

Confidential, Columbia, SC/ Charlotte, NC

Senior Tax Manager

Responsibilities:

• Responsibilities include performing technical tax review of tax returns; management of ASC 740; management of tax deductions and tax credits; the calculation and analysis of proprietary tax strategies for clients and use strong technical background to assist on all tasks associated with tax engagements; assisted the tax partners in tax due diligence process and mergers and acquisition issues; identifying accounting and tax issues and recommend creative solutions to complex client issues; take lead in the research and analysis of proposed and existing business transactions to determine the effect upon taxes; manages and performs tax studies and special projects that related to business transactions, new tax and accounting laws and regulations, and refund opportunities; monitor tax legislation and keep informed to tax laws, regulations and rulings pertaining to federal and state income taxes and evaluates the potential impact on the client and communicated to others; delegate and manage tax and research assignments, schedule smooth system flow of tax returns.
• Manage and take a leadership role in many diverse special projects that have tax implications
• Deliver high quality tax service and advice to clients
• Proactively identifying and meeting the needs of clients by providing service and respect
• Providing value in ways that increase client satisfaction and loyalty
• Manage risk and financial performance of engagements including billing, collections, and project budgets
• Communicates with audits of tax returns by federal and state tax authorities
• Manage and work closely with the firm s audit team and industry group
• Mentoring and training Staff and Seniors
• Team with other professionals to identify new marketplace opportunities, business development, pipeline discussions and pursue new client leads and opportunities to provide additional services

Confidential, Dallas, TX

Senior Tax Manager

Responsibilities:

• Responsible for the review of closed institution transactions to determine applicable tax ramifications
• Performed tax refund analysis and identified millions of dollars in refund claims for the receiverships
• Responsible for the planning and organizing technical and administrative duties of the tax function
• Insures that all tax filing requirements for the former institution; review prior tax returns, analyze tax ramifications of all items on the tax returns, and properly address each issue
• Assisted with directing the work of staff tax and financial accountants, financial technicians and support personnel and provides input on performance evaluations of technical staff unit
• Responsible for the review of tax returns prepared by outside Confidential firms for their accuracy and timeliness; reconciling Confidential 's work papers, and GAAP and IRS procedures are followed
• Directed the preparation of receivership and subsidiary tax returns
• Interacted with State and Federal agencies by representing receiverships for all technical issues
• Worked closely with the failed financial institution, assuming financial institution, Holding (Parent) Company, outside Confidential firm, Federal and State Agencies, Joint Committee, Legal (internal and external) and Confidential management
• Worked with Legal concerning litigation with holding companies on tax refunds
• Coordinate and oversee federal and state income tax audits, sales and use tax audits, payroll audits and 401K audits
• Recognized as a technical expert in Section 597 and financial institutions accounting and tax
• Designed and implemented tax worksheet modules used for the automation of the tax returns
• Detailed to Washington, DC on Dodd-Frank assignment
• Left due to end of four year term employment

Confidential, Boston, MA/Minneapolis, MN

Tax Consultant and Project Manager

Responsibilities:

• Strategic tax planning, complex tax accounting activities for tax provisions
• Preparation and review of corporate consolidated and multi-state tax returns and international tax returns
• Multi-state tax allocation schedules
• Reviewing tax schedules in the Confidential quarterly filings, international tax policies and compliance
• Tax deductions and tax credits
• Manufactures deduction
• R&D analysis
• Sales and use tax returns
• Transfer pricing
• Estimated tax payments and extensions
• Tax research
• Federal, state and international tax audits (income, sales & use, payroll, property, VAT and 401K)
• Negotiations with revenue agents
• Tax studies and special projects
• Analyzed domestic and international control procedures
• Documented and tested control procedures with workpapers, narratives and flowcharts
• Evaluated and determined control compliance
• Established and monitored performance goals and objectives, allocated resources and staff for programs and projects, and ensured timely and effective delivery of the SOX audit engagements
• Managed the SOX team for the business
• Consulted at an international manufacturing company and was responsible for the complete accounting process, monthly financial close, quarter-end and year-end financial statements, tax provisions, management reports, budgets and forecasts, cost accounting analysis and management of accounting department
• Assisted the corporate office tax department with the corporate consolidated tax returns
• Assisted in the computer software (ORACLE) installation. Researched accounting and tax issues
• Overseeing complex tax research projects for clients in diverse industries
• Researched and analyzed a wide range of tax issues related to business transactions and tax implications of financing techniques for a variety of entities and their affiliates
• Reviewed corporate, partnership and individual tax returns, with an emphasis on financial institutions, manufacturing, closely held corporations and the service industry
• Consulted on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, ASC740, multistate, Confidential, R&D, SALT, international, and its implications
• Researched and consulted on various tax matters, responded to IRS and other tax authority inquiries when requested, made recommendations to the client for consideration
• Undertook tax compliance assignments for current and former executives of client corporations
• Responsible for the tax-planning responsibilities for federal and individual clients. Supervised assignments by the staff accountants
• Responded to federal and state tax inquiries on behalf of the client
• Proactively built relationships and communicated effectively with the client to provide superior client service
• Maintained technical expertise in various tax areas related to industry specialization
• Worked closely with the Confidential firm’s partner(s) and clients

Confidential, Minneapolis, MN

Tax Manager

Responsibilities:

• Designed and implemented new tax methods and applications for the tax preparation and compliance process
• Reviewed and analyzed data in support of corporate income tax compliance, estimation, budgeting, and provision processes
• Responsible for Confidential and R&D, and jobs credit analysis
• Effectively communicate tax consequences and issues to accounting and management
• Resigned after outsourcing engagement ended due to loss of the client