SUMMARY:

I am a Taxologist. I bring over 20 years of tax and accounting experience. My background includes extensive experience with public and large closely held companies on various consolidated federal, partnership, international, multi - state tax compliance and tax provision, accounting & forecasting. Excellent proficiency with data manipulation and data analytics. I am proficient in tax research, Confidential 740 and monthly reconciling accounts. I am proficient in various software applications.

COMPUTER SKILLS:

Tax and accounting software applications: CorpTax, CorpTax Office tax, One Source Tax, Premium Pro, Vertex, Oracle People Soft and Hyperion, SAP, Analyzer, MAS 90, BPC, BNA fixed assets and One Source tax provision.

PROFESSIONAL EXPERIENCE:

Senior Tax

Confidential

Responsibilities:

• Preparation of complex 1120 Federal Consolidated Income Tax returns.
• Preparation of 40% of all SEA multi-state corporate tax returns. World-wide, consolidated, combined and separate tax corporate tax returns. Including CA, NY & MA. Very complex corporate state tax returns. 1st review of other’s state tax compliance.
• Preparation of all 5472 & 5471, 8858 - 1042-S.
• Monthly DE returns, Ohio CAT, WA B&O, Nevada commerce tax compliance.
• Compilation, substantiation and documentation of State apportionment factors.
• Quarterly Tax provision Confidential 740, ETR calculation.
• State Tax Provision to return analysis and resolve disputes and inquiries from tax authorities, assist with tax audits.
• Preparation effective tax rate with tax credits. State Tax Addback schedule. State Tax Depreciation.
• Excellent data manipulation & data analytics skills. Tax communication with other divisions.

Tax Manager

Confidential, Tampa, FL

Responsibilities:

• Managed and preparation of complex consolidated 1120 Federal Income Tax returns, includes 5471’s and 5472. Multi-State (unitary and separate, 44 States) tax return compliance OneSource Tax software.
• Confidential 740 provision calculations US & Canadian preparation of annual and quarterly.
• Compilation and substation of documentation of complex State apportionment factors.
• Preparation of annual & quarterly estimated tax payments federal & multi-state.
• Compiled data and communication of Canadian Tax returns with third party
• Team leader tax liaison in charge of Global Tax Knowledge transfer (tax provision) with Accenture tax team in India.
• OneSource Tax software, OneSource Admin, HFM, SAP and BPC.
• Managed and reviewed indirect tax US sales/use, property tax, Canada GST.QST dashboard with EY preparation tax team.
• Oversaw VAT outsourcing with Confidential tax.

Tax Manager Consultant

Confidential, Indianapolis, IN

Responsibilities:

• Preparation of complex domestic entities, 1120 Federal Income Tax returns, using Vertex Tax, SAP Enterprise, M3’s.
• Used Excel extensively, and performed tax research as needed.
• Downloaded of all the SAP Confidential trial balances, modify and upload to Vertex Tax.
• Verified new accounts for mapping in tax software.

Confidential

Lead Tax Manager, Evansville, IN

Responsibilities:

• Preparation of domestic corporate tax compliance emphasis, Federal, Multi-State (separate and unitary) corporate tax returns using Confidential software, GL Essbase.
• Research and analyze complex tax issues.
• Preparation of private foundation 990 tax returns, Compilation, substantiation and documentation of State apportionment factors.
• Quarterly and annual premium tax returns for various insurance companies using Premium Pro tax software.
• Quarterly State tax estimates, cash tax template & state tax extensions & payments.
• Preparation of federal tax M3’s, depreciation, fair value etc.
• Managed four person indirect tax team. Review of all indirect multi-state tax returns, sale/use, property tax, business license, tax guidance, foreign indirect, etc.
• Resolve disputes and inquiries from tax authorities, assist with tax audits. Provide documentation for audits.
• Provision state tax reconciliation and other deferred account reconciliations, ETR preparation.
• Proficient in excel worksheets and internal controls documentation.

Confidential

Senior State Tax Specialist, Princeton, NJ

Responsibilities:

• Preparation of domestic tax compliance emphasis, 1120, 1065, Federal and Multi-State combined and separate corporate tax returns using Confidential, CorpTax Office, and Confidential Calendar & CorpTax Work Space. OneSource RS (originally), GL PeopleSoft EPM.
• Preparation of foreign entities, compliance emphasis 5471, 8858, 8865 returns and 1118 income sourcing preparation.
• Quarterly and annual tax provision analysis and schedules for domestic, foreign country and other global schedules. And the principals of Confidential 740.
• Preparation and verification of E&P and taxes pool & support from all foreign subsidiaries.
• Compilation of tax factors and complex income sourcing for the consolidated state apportionment tax factors workbook.
• Preparation of foreign monthly sales tax/vat filings and prepare data for 3rd party tax filings.
• Quarterly State tax estimates, cash tax template & state tax extensions & payments.
• Maintain (Federal & State) tax fixed assets, intangible assets for state tax modifications basis.
• Perform tax research as necessary to support tax positions and other special projects as assigned during relevant periods. (RIA Checkpoint, CCH & BNA)
• Resolve disputes and inquiries from tax authorities, assist with tax audits.
• R&D Sec 174 analysis.