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Tax Consultant Resume

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CORE COMPETENCIES:

  • Tax Returns
  • Tax Research
  • FASB ASC - 740
  • BNA, CCH, Checkpoint
  • Advanced function of MS Excel- Pivotable, Vlookup, Hlookup, Sumifs and Micro
  • Hyperion, PeopleSoft, Oracle, SAP, and QuickBooks
  • Asset Keeper, SAP, Sage or FAS
  • Gosystems, OneSource, Vertex, Lacert, CCH ProSystem and Corptax

PROFESSIONAL EXPERIENCE:

Confidential, Denver, CO

Tax Consultant

  • Helping clients for the income tax compliance which includes preparing the income tax provision, work papers and finalized the tax returns for High Wealth Individuals, C Corp, S Corp, Partnerships, form 990, form 5471 and form 8865.

Confidential, Denver, CO

Tax Senior

  • Prepared a variety of complex business and individual tax returns including S-Corps, C-Corps, partnerships, tax exempt organizations and multi-state consolidated returns.
  • Researched tax issues
  • Communicated with engagement leaders regarding open items or other important matters in a timely manner
  • Adhered to prescribed budgets and deadlines

Tax Consultant

Confidential

  • Prepared more than 200 federal proformas (form 1120) for subsidiaries and its parents company and finalized the top level consolidation.
  • Reconciled M-3 book tax differences based on information from tax provision.
  • Calculated book tax differences of gains/losses related to the special loans.
  • Prepared tax TBs.
  • Prepared form 1065 - partnership income tax returns for federal and states.
  • Prepared extension forms and estimated tax calculations work papers.
  • Helped tax audit and contacted the IRS or States for various issues.
  • Prepared states modifications, states apportionments based on each states rules.
  • Prepared SALT provision work paper.
  • Prepared multi-state extension calculation.
  • Filed SALT returns.
  • Filed multi-state amended returns per IRS audit adjustments.
  • Tax Provision (ASC 740):
  • Prepared quarterly/yearly end income tax provisions.
  • Tied out tax provisions and actual amounts of the returns.
  • Reconciled cash tax expenses.
  • Prepared footnotes on 10K/10Q reports.
  • Prepared global transfer pricing reports for controlled transactions between Canadian entities and US entities.
  • Prepared Canadian tax returns of corporations and partnerships.
  • Prepared form 5471/5472/8865.

Confidential, Denver, CO

Tax Analyst

  • Prepared consolidated federal income tax return and combined state returns for more than 50 entities.
  • Maintained FAS tax depreciation reports, researched IRC code of cancellation of debts and calculated fixed asset tax basis due to mergers and acquisitions.
  • Prepared tax provision work papers and footnotes of deferred tax assets/tax liabilities for 10-Q and 10-K reports and tied them out.
  • Coordinated and communicated regularly with Confidential ’s outside tax return preparers, government authorities and auditors by responding to notices and proposed adjustments.
  • Prepared global transfer pricing reports for controlled transactions.
  • Communicated with accounting department about cost allocation to prepare journal entries for transfer pricing transactions.
  • Reconciled all income/franchise tax accounts.
  • Prepared quarterly state estimated/extension payments and annual state rate calculations.
  • Prepared annual FBAR (foreign bank accounts reports) for corporation and individual signors.
  • SALT- Prepared state and local property tax compliance.
  • Special projects: prepared fixed asset roll-forward schedule, maintained tax legal entity organization charts and managed file archives.

Confidential, Denver, CO

Owner

  • Prepared corporate tax, partnership and tax exempt organization’s returns and work papers for local Chinese business.
  • SALT - assistant clients for the state and local tax compliance.

Confidential, Englewood, CO

Tax Analyst

  • Prepared Forms 1120, 1065 and state and local income tax returns for Confidential ’s entities in 20 states
  • Filed Forms 926, 8886 and 8865 for Confidential ’s Investment Trust returns
  • Filed Forms 990, 990-T for more than 20 Confidential 's entities
  • Coordinated with the accounting departments to gather all documentation necessary for federal and state tax filings
  • Researched sales/use tax issues for Confidential 's entities in 20 states
  • Prepared multi-state allocation and apportionment schedules
  • Prepared tax provision in accordance with FASB ASC 740
  • Monitored federal and multi-state tax legislations and regulations and communicated relevant positions to management and separate business units
  • Reviewed and responded to more than 200 notices and other correspondence from IRS and Department of Revenue of 20 states
  • Assisted in developing and maintaining the tax department's SOX internal control procedures and documentation.

Confidential, Denver, CO

Tax Accountant

  • Reconciled accounting trial balances from GAAP purposes to tax purposes and prepared tax workbooks and tax GL for more than 200 entities
  • Filed federal income tax returns, multi-state franchise tax returns, business privilege and net profit tax returns for more than 200 entities
  • Filed estimated income taxes and withholding income taxes for Confidential ’s business entities in 45 states
  • Analyzed and reconciled the depreciation variances among tax workbooks and PSAM reports for more than 200 properties
  • Processed notice letters from Department of Revenue of 45 states and made proper responses
  • Researched multi-state franchise tax issues for LP, LLP and LLC and answered questions
  • Helped prepare elections (Forms 8023/8832) and residency certification forms
  • Researched certain business entities to determine if they were ‘disregarded’ or ‘regarded’.

Confidential, Lincoln, NE

Staff Accountant

  • Assisted clients with all phases of accounting for their business from bookkeeping, A/R, A/P, preparing GL, closing entries, payroll, payroll and sale tax returns, W-2, Form 1099 to providing financial statements.
  • Filed 800 individual tax returns for clients.
  • Prepared corporate, partnership, and tax exempt organization’s tax returns for local businesses.
  • Involved in audits of local governmental entities, not-for-profit organizations, school district, hospitals.
  • Completed and reviewed financial reports for local businesses.

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