State Income Tax Supervisor

• Feb 2022 - Present

Sector Tax Coordinator

• Dec 2002 - Feb 2022

• Lead Ecowater Systems’ tax accounting with responsibilities for multi-state tax compliance, audit defense, tax research, and financial reporting for income taxes. • Responsible for preparation of monthly, quarterly, and annual tax provision calculations, workpapers and financial statement reporting. Identify and document Book-Tax differences. Make sufficient quarterly estimated and extension payments. • Preparation of other return filings including property tax, 1099, and annual reports. • Perform financial accounting functions, including month-end close, balance sheet reconciliations, forecasting, and budgeting. • Sector tax coordinator for parent company, Marmon Water Inc. Duties include federal provision and return review, state effective rate calculation, state tax compliance, SOX analysis, and estimation and extension payments. • Minimized the sector income tax liabilities $100,000 on average year over year by maximization of R&D state tax credits in multiple states. • Achieved 100% sales/use tax compliance in 45 states with audits resulting in minimal or no assessments for the corporation. • Direct contact for all state tax examinations. Respond to Information Document Requests (IDR) by maintaining proper financial and tax records. Respond to state income tax notices and requests. • Instrumental in the testing and implementation of Avalara sales tax software by providing critical needs and requirements. Newer technologies allow for more accurate tax rates in all jurisdictions, resulting in more accurate invoice billing and sales tax return filings. • Developed inventory of fixed assets process and asset identification that enhanced controls, leading to balance sheet correction driving yearly property tax savings of $50,000. • Proactively educate company personnel on special sales/use tax rates for manufacturing companies, lowering costs $275,000 yearly on average. Show less

Senior Tax Associate

• Sep 1999 - Dec 2002

Reviewed both consolidated and separate company federal and multi-state corporate tax returns. Completed quarterly and yearly income tax provision calculations. Assisted with federal and state audit processes. Managed Annual report filings. • Completed general ledger review, identifying miscalculation of meals and entertainment add-back, which resulted in tax savings of $400,000 over 3 years. • Succeeded in creating a comprehensive database detailing multi-state C-Corp due dates and filing, extension, and estimate requirements. Show less

Tax Associate

• Jun 1998 - Sep 1999