WORK EXPERIENCE:

Confidential, Los Angeles, CA

Senior Tax Analyst

Responsibilities:

• Calculate federal compliance tax adjustments and update Deferred roll - forward schedule, maintain state NOL provisional adjustment, audit support and related issues.
• Prepare and file federal and state, separate and combined, corporate income and franchise tax returns, quarterly estimate payments and extensions. Calculated temporary differences, apportioned and allocated tax data for SALT filings, researched state nexus, apportionment, and allocation issues. Resolved state IRS inquiries.
• Calculated general corporation fixed assets depreciation adjustment, intangibles amortization adjustment, and other corporate adjustments involving R&D credits, Form 5472 and 5471, 1042, and other forms
• Collect all Fixed Assets information related to North American entities from SAP, BNA, Oracle, and excel, and set up BNA Fixed Assets software.
• Adjust software to the specific company needs. Designed custom excel template incorporating and combining logic of existing depreciation rules with BNA software capabilities.
• Transferred entire existing Fixed Assets inventory into BNA Fixed Assets Local software. Maintain fixed asset inventory through addition of new assets, modification of old assets' cost, and disposition of assets. Calculate Federal, AMT, and State depreciation.
• Calculated bonus depreciation.
• Calculated gain or loss on disposition of assets.
• Perform fixed asset inventory TAX to BNA and TAX to BOOK reconciliation.
• Wrote step by step instructions for BNA Fixed Asset Web import and reconciliation procedures.
• Researched R&D research and AMT, Federal and State Depreciation research, various state and Federal partnership and corporate tax issues and filing requirements, and other tax compliance issues.

Confidential, Watsonville, CA

Senior Tax Accountant

Responsibilities:

• Prepare and file federal and state, separate and combined, corporate and partnership income and franchise tax returns, quarterly estimate payments and extensions. Calculated temporary differences, apportioned and allocated tax data for SALT filings, researched state nexus, apportionment, and allocation issues. Resolved state IRS inquiries.
• Calculated general corporation fixed assets depreciation adjustment, percent of completion adjustment, look back adjustment, intangibles amortization adjustment, corporate benefit adjustments, hedge income and loss timing recognition adjustment, alternative energy tax credits.
• Set up BNA Fixed Assets Web software. Adjusted software to the specific company needs. Designed custom excel template incorporating and combining logic of existing depreciation rules with BNA software capabilities. Transferred entire existing Fixed Assets inventory into BNA Fixed Assets Web software.
• Maintain fixed asset inventory through addition of new assets, modification of old assets' cost, and disposition of assets.
• Calculate Federal, AMT, and State depreciation. Calculated bonus depreciation.
• Calculated gain or loss on disposition of assets. Perform fixed asset inventory TAX to BNA and TAX to BOOK reconciliation.
• Wrote step by step instructions for BNA Fixed Asset Web import and reconciliation procedures
• Researched Reg. Confidential . 1.446, Hedging transaction, Alternative energy credit, Federal and State Depreciation research, various state and Federal partnership and corporate tax issues and filing requirements, and other tax compliance issues.

Confidential, Long Island City, NY

Tax Supervisor

Responsibilities:

• Prepared income tax provision, recorded required Confidential 740 tax adjustments in compliance with US GAAP and Confidential disclosures, communicated Effective Tax Rate impacts and significant book and tax adjustments.
• Evaluated valuation allowances and deferred taxes.
• Reconciled from tax return as filed to tax provisions.
• Communicated tax positions key tax issues and technical treatment to management, internal and external audit.
• Assisted with issues impacting tax accounting and IT function. Identified and disclosed potential audit exposure tax positions and uncertain tax benefits pursuant to Confidential 740.
• Assisted State & Local team with state tax rates, separate versus unitary treatment, state modifications, state apportionment and resulting impacts of state deferred balances and tax expense for reporting purposes.
• Prepared federal and state corporate income and franchise tax returns and filed quarterly estimate payments and extensions.
• Calculated temporary differences, apportioned and allocated tax data for SALT filings, researched state nexus, apportionment, and allocation issues.
• Prepared state tax allocation schedules.
• Supported annual true up process, including reconciliation and assisted with FIN 48 audit reserve analysis. Resolved state IRS inquiries.
• Calculated Confidential .338(h)10 Gain, Goodwill, purchase price allocation, Credit Card OID, MSR, Confidential .1031, Capital Gains, Confidential .475, REMIC, Municipal income and Confidential .265 disallowance, operating, financial, and leveraged leasing adjustments, fixed assets and Confidential .179 depreciation, intangibles amortization, corporate benefit, BOLI, bad debt, restructuring reserves, low income housing and alternative energy tax credits.

Confidential, New York, NY

Experienced Associate

Responsibilities:

• Prepared federal and state partnership and RIC corporation income and excise tax returns, and filed estimate and extension payments, Calculated temporary differences, apportioned and allocated federal and state partner’s tax data, and reconciled financial statements.
• Prepared Mutual Fund provision compliant with Confidential and Confidential disclosures.
• Resolved state IRS inquiries.
• Analyzed portfolio MTM securities, derivatives, options, and futures, wash sales, bond bifurcation, UBTI, ECI, PFIC, CFC, partnership interest disposition, and partnership allocations.
• Prepared mutual fund provision.
• Filed 1120-RIC, 1065, 8865, 5471, 5472, 8858, 8621, 1042, 926, and other forms.