SUMMARY:

Tax Reform and Technology Consultant (Willing to Travel)

Tax Professional with excellent problem solving, “can - do” spirit has over 30 years of extensive experience directing complex tax projects for companies such as UPS, Delta Airlines, Matria Healthcare, Deloitte, Saks, At & T/BellSouth and Home Depot, Confidential and others. Leveraged expertise in federal, state, international, sales & use, and property tax systems to save an array of multi-billion dollar companies’ substantial sums. Adept at creating tax matrices and strategies to shield tax exposure for SEC registrants. Received multiple IRS Commendatory Memos for effectively developing tax issues. Core competencies include:

Tax Systems ASC 740 Internal & External Tax Compliance Tax Matrices Cost Savings | Travel - 80%

TECHNICAL SKILLS:

OneSource Income Tax, Tax Provision and Property Tax (f/k/a Insource), SAGE, MS Access, MS Excel Add-In, BAAN, Avalara, RIA Checkpoint, ProSystems fx, CORPTax, ExpressRS, GoSystems, SAP, PeopleSoft, PowerTax, Hyperion, Nonprofits, Sch M-1, Sch M-3, Forms 1120, 1120PC, 8594, 990, 990-PF, 5500, FinCen 114, 5471, 5472, 8858, 8865 s, 6765, 4562, Multi-Jurisdictional Property Tax Renditions

PROFESSIONAL EXPERIENCE:

Confidential, Atlanta, GA

Senior Manager

Responsible for advising upper management on steps necessary for becoming fully compliant with all state and local tax statutes, rules and regulations, and for carrying out strong technical knowledge and application of multi-state and local income and franchise tax concepts and their application in a large, multinational corporation doing business in all states imposing a state income and/or franchise tax, as well as, creating planning initiatives around the December 2017 federal tax reform. Additionally, also responsible for gathering the companywide raw financial data from all affiliated legal entities’ Controllers for the preparation of the multi-state allocation and apportionment schedules to capture the sales, payroll and property factor data, as applicable, and the state modifications for each state using OneSource income tax software ; the preparation of the state tax incentive credits and exemptions, such as high technology company exemptions, R & D, jobs and quality jobs tax credits; as well as, for researching the states’ tax treatment of various federal income, expenses and deduction items to determine whether the state decouples or follows the IRS tax code.

Consultant

Confidential, Atlanta, GA

• Alere Health, LLC (f/k/a Matria Healthcare, Inc. )
• Spearheaded the federal and multi-state income tax compliance using InsourceRS tax software for Matria Healthcare as needed over several years. Responsibilities included the preparation of the consolidated federal Form 1120 and 1120 PC income tax return, all international tax returns, the short period consolidated federal income tax returns, the majority of the state income and franchise separate, combined and consolidated tax returns; researching all states’ treatment of IRC Section 351, 368, 382, 332, and 381; and developing tax matrices for all states’ service industry revenue sourcing rules. Also guided the tax technology efforts each year and acted as liaison between Thomson-Reuters and the Tax Director and her tax staff and acting as tax researcher and sounding board for the Tax Director.
• Prepared month end close journal entries, account analysis, and monthly reporting to parent company using Hyperion and PeopleSoft.
• Supervised Sr. State and Local Tax Accountant and various federal and state tax consultants.
• Allscripts Healthcare Solutions (acquired Eclipsys Corporation)
• Worked with Tax Director as the preparer of various FIN 48 analyses of state income tax return liabilities covering a 10 year period.
• BellSouth/AT & T
• Prepared over 100 amended state income tax returns due to an IRS audit using InsourceCS.
• IMERYS Clays (Manufacturing; Foreign Owned - France)
• Prepared over 100 amended state income tax returns due to an IRS audit using InsourceCS.
• IVD Holdings, Inc. /Immucor (Stephen James Assoc.)
• Interim Senior Tax Manager - Global company with a fiscal year end. Assisted with the quarterly and annual OneSource tax provision, reviewed sales and use tax returns, assisted with the implementation of Avalara sales tax software, prepared federal and multi-state income and franchise tax extensions and estimates, prepared state apportionment schedules, prepared federal income tax work papers as liaison for Big 4 firm’s prep of consolidated Form 1120, and 5471’s, reviewed property tax returns using OneSource Property Tax, resolved tax notices, performed federal and multi-state tax research, managed staff, and documented tax department processes.
• Power Plan
• Responsible for tax provision software implementations onsite for utility industry clients; regulated and unregulated, in accordance with ASC 740 (FAS109 and FIN48) and APB11. Responsible for training clients on the use of the tax provision software. 80% Travel. Responsible for assisting with the development of teammates by providing them with tax knowledge necessary for implementing tax provision applications.
• HCA Healthcare - Reviewed property tax returns and work papers.
• Ecolab - Prepared E & P work papers and Forms 5471, 8858 and 8865’s.
• Confidential, Inc.
• Prepared multi-state income and franchise tax returns, as needed each year, during .
• Assisted with Tax Stream software implementation for FAS109 compliance purposes.
• Cingular Wireless
• Assisted with property tax return SOX 404 documentation process.
• NDC Health (Acquired by McKesson - Prepared all federal and multi-state income tax returns using InsourceRS.
• Saks, Inc. (Saks 5th Ave)
• Worked as part of a due diligence team responsible for preparing balance sheet carve-outs of all FAS109 accounts related to the divestiture of 41 retail stores located in the Southern region of the U.S.
• Also sub-contracted as needed thru: Callaway Partners, Bolton Group, Pareto Staffing, and Ajilon and others.

Confidential

Director/Manager

Responsible for supervising and directing all aspects of this global company’s federal, multi-state and international income tax compliance using OneSource tax software, including the preparation of the consolidated federal and 52 multi-state unitary and separate company state income/franchise tax returns, Form 5471’s (5) and Form 5472’s (53), the annual income tax provision, tax credit studies and calculations, e.g., R&D, investment tax, jobs and fuel tax credits; the managing of tax audits, as well as, tax research and planning; property tax return preparation and review, and quarterly federal and multi-state income/franchise tax estimates. Supervised various tax consultants. Also directly involved in the fixed asset system software (SAGE and OneSource) implementations.

Confidential, Mpls., MN

Tax Manager

• Responsible for carrying out the day to day tax operations within the company, including post-merger integration of all tax functions, including managing all aspects of the company wide tax functions, including short-period and annual federal and multi-state income/franchise tax return preparation.
• Responsible for the sales/use, property and unclaimed property tax compliance and planning with the assistance of one tax contractor; prepared, with the assistance of a Big 4 firm, the annual, post-merger (3) short-period income tax provisions with special emphasis on compliance with FAS 109, ASC 740, FIN 48.
• Prepared estimated federal and multi-state income tax payments and resolved tax notices.
• Supervised various tax consultants.
• Managed federal, state and local tax audits; researched federal and state & local tax issues; initiated and oversaw federal, state and local tax planning; developed and coached Accounting staff; maintained a teamwork environment. .

Confidential | Atlanta, GA

Tax Manager

• Prepared multi-state combined unitary and consolidated corporation income tax multi-state allocation and apportionment workpapers and multi-state income/franchise returns using Vantage Tax.
• Served as subject matter expert on Sales/Use taxation during a VERTEX system migration by researching the tax treatment of 54 product codes in 45 sales/use tax jurisdictions, yielding 2,430 tax issues that were analyzed, researched for taxability purposes and recorded in a permanent deliverable for updating as needed on a go-forward basis.