Head of Corporate Tax Department

• Sep 2018 - Present

Team Manager - Corptax Calculations Management and Design

• Oct 2015 - Sep 2018

• Responsible for research and development of SSAP101 provision module. • Federal, state and local compliance calculations. Research federal and state tax laws; interpret tax code and regulations impact on calculation; test and document tax return calculations for accuracy and consistency. • Manage tax software development and provide technical support to Fortune 500 clients. • Responsible for research and development of SSAP101 provision module. • Federal, state and local compliance calculations. Research federal and state tax laws; interpret tax code and regulations impact on calculation; test and document tax return calculations for accuracy and consistency. • Manage tax software development and provide technical support to Fortune 500 clients.

ONESOURCE Implementation Contract

• Nov 2014 - Oct 2015

• Responsible for Global Effective Tax Rate analysis under ASC 740; monthly and quarterly tax provisions for the multination steel fabrication organization. • Responsible for implementation of OneSource system for quarterly provision calculations. • Monthly reconciliation of balance sheet current tax payable accounts. Proof of deferred taxes. • Federal and state income tax compliance for domestic and international subsidiaries. • Responsible for Global Effective Tax Rate analysis under ASC 740; monthly and quarterly tax provisions for the multination steel fabrication organization. • Responsible for implementation of OneSource system for quarterly provision calculations. • Monthly reconciliation of balance sheet current tax payable accounts. Proof of deferred taxes. • Federal and state income tax compliance for domestic and international subsidiaries.

AVP - Corporate Tax Manager - Insurance

• Jan 2007 - Apr 2014

• Quarterly tax reporting process under NAIC STAT, USGAAP and IAS for multiple business units. • Responsible for Credit Card Services and Insurance Services BU GAAP & IFRS reporting. • Analysis of book-to-tax balance sheet temporary differences. • Building and maintaining partnership with the finance team and internal/external auditors. • Managing and coaching staff and contractors. • Managing outsourced consulting and compliance engagements to the Big 4 firms. • Reconciliation of balance sheet current tax payable accounts. Validation of deferred taxes in excess of $5B. Analysis of Foreign Tax Credits. • Calculation and management of intercompany tax settlements. • Preparation and review of federal and state income tax returns for a number of Life and P&C insurance subsidiaries (collectively known as HSBC Insurance BU). • Review of hundreds of federal 1120 and state returns in total. Return to Provision analysis. • Ongoing tax compliance and accounting process improvements. • Implementation of new processes for quarterly Financial Statements footnote reporting. • Analysis of tax gains/losses related to stock and asset (Sec. 338(h)(10)) sales of subsidiaries. • Review of premium tax filing requirements and over one hundred annual premium tax returns. • Maintaining documentation for the external, internal and SOX auditors. • Analysis and advisory related to tax implications of disposition of discontinued operations. Show less

Senior Tax Accountant

• 2005 - 2006

• Responsibilities included preparation and review of quarterly and annual STAT (SSAP 101) and GAAP (ASC 740) provisions for insurance subsidiaries. • Preparation and review of federal income tax returns for a number of multi-billion dollar life and P&C insurance companies, which represented AON’s underwriting business. • Completed annual return to provision true-ups and tax accrual adjustments. • Identified and implemented tax savings strategies based on research of changes in tax laws and their application to corporate taxpayers in general and insurance industry in particular. Show less