Experience

PBF Energy

• United States
• Oil and Gas
• 700 & Above Employee

• Sr. Excise Tax Accountant

  • janv. 2016 - - aujourd’hui



Hess Corporation

• United States
• Oil and Gas
• 700 & Above Employee

• Tax Consultant - Subject Matter Expert - Audit

  • nov. 2015 - mai 2016

  Upon learning that I will not be relocating to Ohio with Speedway, Hess Corp once again reached out and offered a part time consulting position in their Corp Tax Dept.Responsible for preparing documentation for Federal and State tax audits and handling auditor requests. Address and resolve any outstanding excise/sales tax liabilities and refund requests for discontinued operations. Assist Corporate Tax Director. Upon learning that I will not be relocating to Ohio with Speedway, Hess Corp once again reached out and offered a part time consulting position in their Corp Tax Dept.Responsible for preparing documentation for Federal and State tax audits and handling auditor requests. Address and resolve any outstanding excise/sales tax liabilities and refund requests for discontinued operations. Assist Corporate Tax Director.



Speedway LLC

• United States
• Retail
• 700 & Above Employee

• Supervisor, Sales & Excise Taxes

  • oct. 2014 - oct. 2015

  Retail division of Hess Corporation acquired by Speedway LLC (subsidiary of Marathon Petroleum Corporation) in October, 2014. Transitioned to new company with same responsibilities and title. • Key participant in finalizing working capital true-up for $2.8 B acquisition. • Led team in transitioning sales and excise tax functions to new company. Participated in extensive knowledge transfer process with tax, IT and legal teams. Offered position at Corporate Headquarters located in Ohio, however, I've decided not to relocate.



Hess Corporation

• United States
• Oil and Gas
• 700 & Above Employee

• Supervisor, Sales & Excise Taxes

  • janv. 2013 - sept. 2014

  • Supervised and managed excise and sales tax department that included five (5) employees. Led team in filing approximately $2.1 B in taxes annually, comprised of $1.6 B in excise tax and $0.5 B in sales and gross receipts tax. Ensured proper and continuous flow of day to day activities including month end close, account reconciliation and analysis for all excise and sales tax balance sheet accounts, forecasting, journal entries and timely preparation and filing of tax returns. • Significant role in preparing documentation for Federal and State tax audits. Subject matter expert for excise and sales tax data for East Coast States. Partnering with Accounts Payable and IT, consistently providing accurate data, resulting in minimal or no additional tax assessments. • Assisted legal counsel in preparing documentation needed to create new LLC for the transfer to new owner (Speedway). Researched and expedited necessary tax regulatory documentation for @ 800+ retail locations in 12 states and District of Columbia. Ownership was successfully transferred within six month target. • Key member of team assigned to assist with NYC oil acquisition by Direct Energy. Assisted with transitioning customer data and tax exemption documentation for over 6,000 customers. Provided all information necessary for Direct Energy to file NY excise and sales tax returns for a period of six months.

• Senior Tax Accountant, Sales & Excise Taxes

  • janv. 2002 - déc. 2012

  • Prepared various State excise and sales tax returns in addition to Federal Form 720 excise tax return and IRS ExSTARS filing for 22 terminals, researched tax compliance issues and audit requests. • Maintained all tax related rates, customer tax licenses, query variants and monthly tax roll up and clearing processes in SAP. Handled tax related customer inquiries, initial customer set-up and maintained communications with internal partners to enhance customer satisfaction. • Collaborated with internal IT department on several projects to support changes in tax law and reporting requirements (e.g., EDI filing via home-grown systems, ACH Credit payments initiated through SAP, IRS ExSTARS Version 4030 upgrade, SAP system upgrades and script changes.)• Assisted in the development and implementation of SharePoint site to store @200 monthly balance sheet recons for all areas of finance. This standardized approach proved valuable for year-end financial reviews and allowed unrestricted access to Leadership team. Presented results of project to 100+ finance employees at town hall meetting. • Executed test plans and prepared detailed findings for review with external audit team with regards to SOX Compliance requirements.• Assisted in the successful integration of customer accounts from several acquisitions into SAP, NirvanaSoft (electricity) and Apollo (natural gas) billing programs. • Lean Practitioner Certification• Mentored / Trained employees in Sales & Excise Taxes department.

• Tax Accountant I & II

  • janv. 1994 - déc. 2001

  • Key participant in initial implementation of SAP. Assisted with design, development and testing of “home-grown” system in SAP to handle excise tax reporting, compliance and customer billing. • Business license registrations in addition to sales & exicse tax filings.

• Staff Assistant & Sr. Staff Assistant

  • juil. 1986 - déc. 1993