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.