Experience

Fortitude Re

• Bermuda
• Insurance
• 300 - 400 Employee

• Tax Manager

  • Nov 2022 - Present



CSC Corptax

• United States
• Software Development
• 200 - 300 Employee

• Senior Consultant

  • Oct 2019 - Oct 2022



Coaction Global

• United States
• Insurance
• 200 - 300 Employee

• Tax Accountant

  • Jun 2017 - Oct 2019

  * Premium tax process: coordinate with the third party consultant, maintain records and prepare the monthly premium tax accrual. File annual returns and calculate true up. * Sales and use tax process: Coordinate with A/P and third party consultant to ensure timely filing and payment of monthly/quarterly/annual tax filings in NY and NJ. * Preparation of quarterly and year end Statutory and GAAP tax provisions. Includes calculation of tax adjustments, maintaining deferred tax inventories, preparation of journal entries, footnotes and other related activities. * Calculate quarterly federal and state estimated payments. * Preparation of federal consolidated return. Includes calculation of tax adjustments and completing pro forma returns for insurance and non-insurance entities. * Preparation of the return-to-provision reconciliation. * Prepare state tax returns for insurance and non-insurance entities. Includes preparation of both of separate company and combined returns, calculation of apportionment, quarterly account reconciliations and other related activities. * Research and respond to various notices received for state revenue departments as well as any related audits. * Support the development and implementation of tax strategies and planning opportunities. * Research insurance and non-insurance tax issues as assigned by the Tax Director/Tax Manager. Show less



Marsh McLennan

• United States
• Financial Services
• 700 & Above Employee

• International Tax Senior

  • Jan 2017 - Jun 2017

  Prepare Form 1042, 1042-S, 1042-T and make timely payments Review less complex Forms 5471 prepared by staff, review data packages and prepare more complex Forms 5471 Review quarterly non-US tax provision Review FIN48 UTP and Local Tax Examination Analyze E&P and Tax Pools of subsidiaries for repatriation planning Research tax issues as requested by managers Prepare Form 1042, 1042-S, 1042-T and make timely payments Review less complex Forms 5471 prepared by staff, review data packages and prepare more complex Forms 5471 Review quarterly non-US tax provision Review FIN48 UTP and Local Tax Examination Analyze E&P and Tax Pools of subsidiaries for repatriation planning Research tax issues as requested by managers



Chubb

• Insurance
• 700 & Above Employee

• Tax Accountant

  • Oct 2013 - Dec 2016

  - Prepare quarterly tax accrual calculations - Prepare Form 5471 of the Foreign subsidiaries including calculations of Subpart F income and Earnings & Profits - Prepare federal and state tax returns, extensions and estimates - Coordinate the various phases of the 1099 process, including B-Notices - Prepare Form 1042, 1042-S and 1042-T - Prepare loss reserve discounting for the federal tax return - Coordinate payment of Expatriate tax advance and reconcile the accounts quarterly - Prepare quarterly tax accrual calculations - Prepare Form 5471 of the Foreign subsidiaries including calculations of Subpart F income and Earnings & Profits - Prepare federal and state tax returns, extensions and estimates - Coordinate the various phases of the 1099 process, including B-Notices - Prepare Form 1042, 1042-S and 1042-T - Prepare loss reserve discounting for the federal tax return - Coordinate payment of Expatriate tax advance and reconcile the accounts quarterly



Scalora Brothers Inc

• South Orange, NJ

• Bookkeeper/Office Manager

  • Sep 2004 - Oct 2013

  Landscape/Construction Industry - Handle bi-weekly payroll through Paycheck MMS platform and ADP Resource - Process Accounts Receivable: checks and credit card transactions - Monitor cash flow, review vendor invoices and cut checks on a daily basis - Implement company's FSA account - Perform monthly bank reconciliations and month/year closings for different accounts - Negotiate leased equipment contracts and all business insurance policies - File monthly and quarterly sales tax - Support CPA in annual tax preparation for S-Corp, C-Corp and LLC's - Oversee the conversion to new software that will facilitate scheduling of crews, services and invoicing - Increase use of technology and social media to improve communication with clients and vendors - Assist in the bidding process for large commercial and public works projects - Resolve customer inquiries regarding their accounts and services - Establish and monitor confidential Human Resources-related personnel files Show less



Robert Fiance Beauty School

• Perth Amboy, NJ

• Bookkeeper

  • Apr 2010 - Oct 2011

  - Performed monthly bank reconciliations for 3 companies - Handled bi-weekly payroll through Paychex Online - Managed accounts payable - Retrieved and disbursed financial aid monies - Prepared for annual audits - Performed monthly bank reconciliations for 3 companies - Handled bi-weekly payroll through Paychex Online - Managed accounts payable - Retrieved and disbursed financial aid monies - Prepared for annual audits