SUMMARY:

• A former Big 4 CPA tax professional with major strengths in analyzing tax problems and providing solutions with large public company experience.
• Skilled at integrating new tax accounting methods and performing tax audits.
• Possessing proven experience in preparing and reviewing consolidated federal and state combined C - Corps tax returns, for industries ranging from financial services, healthcare and manufacturing.
• Additional experience in reviewing business tax transactions, corporate quarterly earnings and tax reports, calculating tax provision in accordance with Confidential 740 on a quarterly and annual basis, participation in income tax audits.
• A personable and credible professional, who is conscientious, motivates others and has a commitment to technical excellence.

SOFTWARE:

• ONESOURCE Tax Provision, MS Office (Excel/Word/Access)
• Oracle JDE system

EXPERIENCE:

Senior Tax Accountant

Confidential

Responsibilities:

• Essential Duties and responsibilities include extensive experience with Confidential 740 and IAS 12 and FIN 48 relating to preparation of quarterly and annual income tax provisions, prepare and maintain all tax related general ledger accounts.
• Project managed cost segregation studies, Confidential and purchase accounting analysis relating to deferred taxes.
• Tax compliance activities included, but not limited to, the preparation of federal and state estimated tax payments, extensions, provision to return true-ups, sales and use tax returns, real and personal property tax rendition statements as well as analysis of the respective property tax appraisal for payment.
• Additional duties include working with external tax consultants relating to Confidential 263A study, R&D tax credit calculations, meal and entertainment study and sales tax nexus study.

Tax Consultant

Confidential

Responsibilities:

• Prepared the 2007 corporation federal tax return and all state and local tax returns (48 states, 3 cities).
• Tax return preparation included the schedule M-3 analysis and standard tax return workpaper documentation.
• Prepared short period federal, state and city income tax returns.
• Amended state income tax returns for the tax years 2000 - 2005. Special projects include analyzing federal, state and city Confidential schedules as a result of amending 2000 - 2005 tax returns, analyzing state tax rate and multi-state allocation and apportionment for the tax years 2005, 2006 and short period ending 3/16/2007 in which the analysis provided reconciliation data for year-end provision and quarterly provision.
• Prepared the year end Confidential 109 calculation and the accompanying note to the financial statements.

Confidential

Responsibilities:

• Special projects that included tax basis analysis of partnerships and limited liability companies, analyzed the federal & Confidential passive loss carryovers reported on the private owner’s Form 1040 for 1994 to 2006.
• Corporation projects included analysis of interest expense that is required be capitalized under Confidential Sec 263(A)(f) interest capitalization rules and Revenue Ruling 92-29 (alternative method to include common improvements in land basis) relating to residential and commercial real estate projects; prepared corporation state apportionment factors and prepared state quarterly estimated tax payments. The company uses CCH ProSystem tax software.

Confidential

Responsibilities:

• Prepared amended federal tax returns for the tax years 1991 through 1996 to amend the consolidated tax returns for research tax credit carry backs under Confidential Section 41 and to convert ITC carryovers to deductible expenses.
• Prepared correspondences to reinstate the corporation to good standing status for approximately 20 states relating to late filing of various corporate tax and annual reports, resulting in an abatement of tax penalties & interest.

Confidential

Responsibilities:

• An IRS audit defense specialist that required reviewing the tax return, looking over receipts and records and researching the industry to determine if the amounts of the expenses are in line with other businesses in the same industry. The review included other areas of the return to determine if additional write-offs are available which could offset any additional tax owed as a result of the audit.
• Prepared Forms 1120, 1120S, 1065, 1041 & 1040 and related California tax returns.
• Prepared individual tax returns that addressed basis and passive income issues related to investments in real estate partnership interests, limited liability companies (LLCs) and S Corporation interests.

Confidential

Senior Tax Accountant

Responsibilities:

• The tax department was new in which it was taking control of the federal & state compliance work from its outside preparer, PricewaterhouseCoopers.
• Prepared the consolidated federal tax return and helped develop the corporate tax function for multi-state organization that required filing combined & separate state income tax returns.

Confidential

Supervising Senior Tax Analyst

Responsibilities:

• Responsibilities included reviewing and support for compliance of the company’s consolidated federal, combined and separate state income tax returns.
• Participated in tax research related to consolidated SRYL rules and Confidential Section 382 Confidential limitation rules.
• Assisted in tax provision calculations, effective tax rate planning and modeling, and calculation of deferred taxes under Confidential 109.

Confidential

Supervising Senior

Responsibilities:

• Research tax laws and managed professional staff in preparing federal consolidated and multiple state tax returns, estimated tax payments, and tax provision calculations.
• Identify and resolve tax related issues, participated in tax research and planning projects and analyzes tax impact of business transactions.
• Primarily tax experience consisted of working with financial companies that were involved in asset securitizations and the related tax planning of deferred tax.

Confidential

Tax Reviewer

Responsibilities:

• Participated in the largest outsourcing engagement for Confidential at The Confidential Company supervising a two person’s staff in the preparation of theme park/consumer products/film group depreciation, gain/losses reported on IRS Form 4797, and Confidential tax calculation for the consolidated tax return.

Confidential

Tax Supervisor

Responsibilities:

• Directed the daily activities of an 11-person tax department with primary responsibilities of organizing and supervising the preparation of the federal consolidated and state income tax returns.
• Department serviced a corporate structure of 36 separate companies requiring filing 300 separate state/local tax returns.
• Analyzed and made recommendations to senior management on a variety of tax related issues regarding acquisitions, dispositions and securitization of receivables.