PROFESSIONAL EXPERIENCE

Confidential Richmond, Virginia

Senior International Tax Analyst

• Manages preparation and reviews all international aspects of the US consolidated tax return, ensuring accurate reporting and disclosures.
• Leads team efforts in calculating current and accumulated earnings & profits, tax pools and tax basis computations for all controlled foreign entities, and responsible for all foreign inclusions in the consolidated US tax return.
• Plays an integral role in the timely and accurate preparation, and review of the global income tax provision process (ASC740) and tax - related SEC filing disclosures, including effective tax rate analysis, FIN 48, deferred tax assets and liabilities, return to provision, and related financial reporting.
• Leads and develops international tax staff through coaching, mentoring, project involvement, and education
• Manage and reviews transfer pricing analysis related to management services between US headquarters and related parties, and ensures proper intercompany agreements are in place.
• Supports international tax planning initiatives related to spin-off, merger and various transactions, collaborates with accounting, FP&A, legal, treasury, and other internal and external groups.
• Review and validate OFL calculation prepared by third party consultants.
• Coordinate and manage internal team and resources, as well as external service providers on various projects.
• Researches, documents, and implements the company’s FATCA position and policy.
• Develop and implement improvements to existing tax accounting, and tax compliance processes.
• Responsible for coordination and management of global tax compliance with external service providers, and maintaining oversight of foreign tax filings in over 30 jurisdictions.
• Review quarterly tax accounts reconciliations as submitted by regional tax teams and controllers.

Confidential Denver, Colorado

Experienced Senior International Tax Accountant

• Reviewed Forms 5471, 8865, 1118, 1120, 1065, and various other forms prepared by staff, interns, and consultants.
• Prepared and reviewed the Foreign Tax Credit Calculation and related support schedules.
• Prepared and reviewed quarterly provision calculations related to foreign CFC’s E&P, CFP’s and domestic taxable income.
• Responsible the preparation of U.S. foreign tax credit calculations related to ASC 740, FIN 48, audit settlements/agreements, and tax planning modeling.
• Prepared and reviewed analysis of worldwide transactions to determine U.S. reportable transaction filings and ensure proper documentation in compliance with Form 8886.
• Prepared, reviewed, and maintained current and accumulated E&P and tax pools of controlled foreign entities as well as computation of Subpart F, deemed dividends, and related gross ups.
• Recommended and implemented process improvements related to tax return preparation, workpapers, and file documentation. Improved accuracy and timeliness of workpapers and return filings.
• Vertex tax software administrator, responsible for troubleshooting, roll-over, clean-up, training, and creating efficiencies.
• Responsible for two direct reports and management of interns and consultants on various projects.
• Assisted in standardization and continuous improvement of tax return packages sent to international sites for information gathering and worked directly with sites to utilized data collected for U.S. and local tax return reporting.
• Assisted with U.S. audits, including Information Document Request responses, confirmation of audit calculations and refund claim calculations related to foreign tax credit.
• Tax department lead for CFO Rotational Internship Program. Assisted in interviewing and hiring process of interns. Participant in the mentor program associated with the rotational internship, including goal setting, training, and exit review process.
• Researched, prepared, and presented tax technical topics for internal lunch and learns on Section 338, Foreign Tax Credit, and Section 956.
• Responsible for compliance related to Treasury Form TDF 90-22.1 and researched new laws and requirements.

Confidential Denver, Colorado

Senior International Tax Specialist

• International tax compliance work, prepared Forms 5471, 8865, 8858, 8883, 8023, 8832, SS-4, and statements to be attached to the consolidated tax return.
• Assisted in creating and maintaining standardized tax return file and related workpapers.
• Managed outside consultants working on tax compliance project.
• Create and maintain legal international organizational charts.
• Assisted in the implementation of tax structures during international acquisitions and reorganizations.
• Drafted legal documents related to the structure implementation and maintenance.
• Researched technical issues.
• Worked with outside legal firms in creation of new companies used for acquisitions and reorganizations.
• Corresponded with foreign offices in information gathering and sharing.
• Assisted in the coordination of non-tax departments for all issues involving international operations and acquisitions.

Confidential Rochester, New York

Senior Tax Accountant

• Domestic tax compliance work, prepared tax returns files, related workpapers, Forms 990, 1065, 5500, 1120, 1120S, 1040, and related schedules and statements.
• State tax compliance work, preparing tax return files
• International tax compliance work, prepared Forms 5471, 5472, and related schedules and statements.
• Prepared memos for IRS notices and client memos.
• Tax forecasting and planning for clients.
• Researched tax issues.

Confidential Denver, Colorado

International Tax Associate

• Provided support in the calculation and preparation of Foreign Tax Credit.
• Corresponded with foreign offices in information gathering and sharing.
• Prepared Forms 1042, 8832, W-8BEN, SS-4, and TDF 90-22.1
• Responded to IRS audit inquiries (IDR’s).
• Calculated foreign subsidiary earnings & profits.
• Aided in preparation of tax forecasts for SEC filings.
• Trained new employees on processes and procedures used in preparing tax return files, related work papers, Forms 5471 and 8865.

Confidential Denver, Colorado

International Tax Associate

• International compliance work, prepared tax return files, related work papers, Forms 5471, 8865, and related schedules and statements.
• Federal compliance work, prepared tax return files, related work papers, Forms 1065, and split spreadsheets.
• Researched tax issues.
• Prepared memos for tax files.