EXPERIENCE

Confidential

Independent Tax Consultant

• Engaged to prepare 2013 federal and state income tax returns under ASC 740.
• Prepared personal property tax exposure analysis including analyzing opportunities for tax savings and penalty relief.
• Advised client on nexus, sourcing issues and filing requirements for Ohio Commercial Activities Tax.
• Identified and advised on remediating accounting method error.

Confidential

1.5 B telecommunications company providing long distance, internet access and cloud computing to commercial clientele nationally.

Senior Manager Tax Controversy and Planning

• Responsible for managing all transactional tax audits for the Company. Directly oversee
• the work of a Sr. Associate, while reporting into the Director of Property Tax and Risk Management.
• Helped devise and implement automation efficiencies to expedite data gathering for auditor requests.
• Coordinated the tax research and planning related to services offered by an XO subsidiary and helped reduce a potential 6M tax exposure to an approximately 2.5M tax exposure.
• Assisted in developing a new tax contingency accrual policy for XO Communications to allow the Company to more effectively and accurately determine potential tax exposures in accordance with current accounting standards.
• Coordinated tax research and planning associated with the reversal of tax reserve associated with former XO Communications subsidiary. This work allowed the Company to properly reverse a 2.5M million liability with an associated increase to EBITDA.
• Coordinated the refinement of a process to allow the Company to better manage its use tax accrual associated with the shipment of equipment from its Pennsylvania warehouse to Company locations in various states.
• Worked with external service provider to develop transfer pricing policy for XO Communications Canadian subsidiary.
• Responsible for coordinating international tax advice to XO business units

Confidential

Network Solutions is an approximately 300M a year business providing web hosting solutions and related services to small and mid size businesses. Senior Manager Taxation

• Responsible for ASC 740 and FIN 48 calculations, analyses and preparation of related documentation
• Prepared matrix to summarize taxability of company web hosting services in all fifty states.
• Successfully closed Texas sales and use tax audit resulting in interest and penalty savings of approximately 95,000 for the company.
• Initiated voluntary disclosure in Washington State to save the company approximately 100,000 in business and occupation taxes.
• Initiated Fairfax County BPOL tax refund opportunity to recover approximately 287,000.
• Directed preparation of Canadian research and development tax credit claim to recover approximately 135,000.
• Identified possible withholding tax exposure and worked with external advisors to document basis for mitigating exposure.

Confidential

Senior Manager Global Taxation

• Responsible for ASC 740 calculations for five legal entities including one consolidated group in the U.S., Guam and Puerto Rico
• Responsible for all aspects planning and compliance of global indirect taxation for six countries.
• Provide regular and on-gong cross functional tax advice to various internal teams including global sales, global procurement and human resources for tax issues affecting customer and vendor contracts and employee benefit issues.
• Member of cross-functional team for legal entity restructuring project
• Responsible for staff of one professional.

Manager U.S. Taxation

• Worked closely with outside tax advisors to determine in which states and localities jurisdictions new company should be registered for tax purposes in order to minimize non-income and income tax compliance obligations, and managed tax registration process and establishment of a tax calendar for new companies in U.S. and Puerto Rico.
• Implemented Onesource Tax Compliance software and was the decision maker for purchasing tax research software.
• Managed new company's personal property tax appeal process and negotiated reductions in personal property tax valuations with various tax authorities resulting in a tax savings of approximately 400,000 for calendar year 2003
• Participated in cross function merger and acquisition teams and was responsible for post-acquisition tax due diligence of company acquired in May 2004
• Participated in Seller's pre-acquisition due diligence work and responsible for post-acquisition U.S. tax due diligence subsequent to acquisition of Teleglobe America Inc by Tata Communications Ltd in February 2006

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Sr. Tax Analyst

• This position was a part of the tax department of Teleglobe Confidential , a business which went bankrupt in May 2002 Employment transferred to Tata America Inc in May 2003 as part of emergence from bankruptcy.
• Review sales and use, gross receipts, property and state income tax returns.
• Prepare Forms 5471, 5472 and 1120F.
• Working closely with outside advisors identified and achieved refund opportunities with respect to Fairfax County Virginia personal property taxes, Fairfax County BPOL, New Jersey sales and use tax and other state personal property tax liabilities of approximately 2.1 million dollars, collectively.