TECHNICAL SKILLS:

SOFTWARE: Excel 2016, Word 2016, Access, Corptax, Corptax International, ONESOURCE Income Tax, ONESOURCE State Apportionment, ONESOURCE Tax Provision, Go System, ProSystems, UltraTax, SuperForms, SAP, Oracle, Hyperion, HFM, ProSystems Engagement, Hyperion Retrieve, JD Edwards, QuickBooks, Khalix / LongView, CCH, Checkpoint, Cisco Jabber, Outlook, Adobe Acrobat, Nitro Pro, E - Forms RS, SharePoint

EXPERIENCE:

Confidential, Dallas, TX

Tax Contractor

Tax software: ONESOURCE Income Tax

G/L software: SAP

Responsibilities:

• Brought onboard to assist with Tax Year 2017 state tax income and franchise tax compliance:
• Prepared numerous separate company Tax Year 2017 state income and franchise tax returns including those for the states of AR, DE, LA, MO, NJ, PA, TN and VA
• Researched numerous return issues including application of new state return mandates
• State return adjustments reflected on prepared state returns included partnership inclusions, depreciation and royalty expense
• Qualification of e - filed returns included not only clearing of e-filing rejects and validation errors but also line-by-line verification of transmitted XML return data
• Reviewed numerous Confidential -prepared combined Tax Year 2017 state income and franchise tax returns including those for the states of ID, MT, UT and WI
• Prepared miscellaneous tax returns including numerous NV Commerce Tax Returns
• Post 2017 Tax Year state compliance:
• Researched numerous state notices and other issues including PA income/franchise, OH CAT and post-merger return and return-related filing requirements
• Prepared written responses to state IDRs and numerous other state notices, some of which required the filing of un-filed returns including the CA Form 568 for LLCs
• Proactively applied notice issues to current-year returns whenever possible to file more correct returns going forward and reduce similar notices
• Completed misc. projects such as analyzing aircraft travel-related expenses to determine tax deductibility and employee Form W-2 income inclusions
• Prepared Form 720, Quarterly Federal Excise Tax Return
• Merger-related tax provision work for the period January 1 - July 9, 2018 included the preparation of state income tax credit, net operating loss and carryforward schedules and the calculation of various federal Schedule M adjustments including nondeductible penalties, meals and entertainment and skybox and season tickets
• Merger-related tax provision work for the period July 10 - September 30, 2018 included the preparation of numerous Schedule M adjustments including other prepaids, meals and entertainment, union pension, coupon accrual expense and unrealized gain/loss on derivatives
• Federal tax return compliance work for the period January 1 - July 9, 2018 included researching the extension due date and filing requirements for the pre-merger federal Form 1120, preparing approximated ten M adjustments (including meals & entertainment, sick pay, accrued vacation, nondeductible aircraft expenses, depreciation, employment credits, stock compensation (options and RSUs), management incentive plans, excess officers compensation (Sec. 162(m))), preparing all federal corporate and partnership extensions and preparing approximately twelve separate company proforma Form 1120s
• Pre - state tax return compliance for the period January 1 - July 9, 2018 included preparation of state property apportionment schedules for import into OneSource

Confidential, Irving, TX

Tax Contractor

Tax software: ONESOURCE Income Tax and ONESOURCE State Apportionment

Responsibilities:

• Brought onboard for the period June 2018 - July 2018 to assist with Tax Year 2017 federal income tax compliance:
• Prepared numerous Tax Year 2017 federal Form 1120 income tax returns for domestic corporations and foreign branches (most with partnership activity) utilizing ONESOURCE Income Tax, the ONESOURCE State Apportionment (OSA) module and Automated Workbook in Excel (AWE) templates that are uploaded into ONESOURCE
• Most returns had partnership and/or Section 965 income inclusions
• As part of the federal return process, prepared domestic and foreign (including multi-national) income sourcing, and Form 1120 and Form 8865 OSA apportionment
• Reviewed federal Form 1120 income tax returns prepared by other members of Tax Department
• Prepared and reviewed dozens of foreign tax receipt reconciliations used to support the consolidated Form 1118 Foreign Tax Credit
• Corresponded directly with local country accountants and/or controllers to resolve federal income tax and/or foreign tax receipt issues
• Returned to Confidential from September 2018 - October 2018 to assist with Tax Year 2017 state income and franchise tax compliance assignment:
• Prepared separate company and unitary state returns including some, such as the KS unitary return, with hundreds of entities and several with Section 965 and partnership income inclusions
• Prepared several amended state income and franchise tax returns related to amended Form 1120-X filings

Confidential, Chicago, IL

Tax Specialist

Tax software: ONESOURCE Income Tax

Responsibilities:

• Assisted with a short-year, merger-related consolidated Tax Year 2017 Form 1120 including Schedule M-3 mapping and numerous Forms 8082 related to the company’s partnership interests
• Prepared all merger-related unitary Tax Year 2017 state income tax returns including the states of AZ, CA, CO, CT, DC, IL, MA, MN, OR, UT and WI using ONESOURCE tax software

Confidential, New York, NY

Tax Specialist

Tax software: ONESOURCE Income Tax; ONESOURCE Tax Provision; E-Forms

Responsibilities:

• Prepared numerous Tax Year 2016 state income and franchise tax returns including numerous divisional consolidation returns
• Special projects included revamping tax department calculations for various tax returns, preparing tax returns related to secretary of state withdrawals, amended returns, tax accounting projects

Confidential

Tax software: ONESOURCE Income Tax

Responsibilities:

• Prepared and reviewed Tax Year 2015 international, federal, and state corporate income tax compliance for several Brenntag companies including Forms 5472, 1120 and unitary CA, NY and NYC returns
• Unitary state tax allocations, year-end provision work, tax calendar, extensions, estimated tax payments, special projects

Confidential, Charlotte, NC

Tax Consultant

Tax software: ONESOURCE Income Tax; G/L software: Khalix / Longview

Responsibilities:

• Prepared Tax Year 2014 International (Forms 5471, 8858, 8865 and 5713 for several Canadian, Caribbean, European and Asian entities), federal Form 1120 and state and local tax compliance

Confidential, Charlotte, NC

International Tax Consultant

Responsibilities:

• Prepared or reviewed approximately 30 comprehensive E&P studies from date of incorporation
• Prepared numerous Tax Year 2014 Forms 5471, 8858 and a few Forms 8865 for Asia and UK companies

Confidential, King of Prussia, PA

State and Local Tax Consultant

Tax software: ONESOURCE Income Tax

Responsibilities:

• Prepared Tax Year 2013 separate company and consolidated state income tax returns for most states

Confidential, New York, NY

Sr. Tax Manager (Interim)

Tax software: ProSystems fx; G/L software: ProSystems Engagement and QuickBooks

Responsibilities:

• Managed inbound Confidential compliance of European corporations, partnerships and wealthy individuals
• Prepared and reviewed numerous Tax Year 2012 Forms 1120-F, 1120, 1065 and related state tax returns for complex commercial real estate and other organizational structures with up to 40 foreign and domestic multi-tier corporations, LLCs and/or partnerships with varying and inter-related ownership interests
• Supported all tax returns with clear, concise, well-referenced and well-footnoted spreadsheets, workpapers and file memorandums
• Prepared FAS 109 tax provisions, financial statements and footnote disclosures
• Significant tax research, Form 1120-F, partnership and FBAR reporting experience

Confidential, New York, NY

International Tax Consultant

Tax software: ONESOURCE Income Tax; G/L software: SAP

Responsibilities:

• Prepared approx. 60 Tax Year 2010 Forms 5471 and 8858 using trial balances obtained from Hyperion Retrieve
• Preparation of Forms 5471 and 8858 included reconciliation of Hyperion-obtained trial balances, earnings and profits adjustments, prior-year Schedule J adjustments, sourcing of income and deductions, Hyperion-obtained Schedule M intercompany transactions (Forms 5471 and 8858) and Schedule O activity