Experience

The Middleby Corporation

• United States
• Machinery Manufacturing
• 300 - 400 Employee

• Domestic Tax Manager

  • Sep 2018 - Present



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• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Senior Tax Manager

  • Oct 2014 - Apr 2018

  ● Responsible for preparation and review of quarterly and annual worldwide income tax provisions prepared under U.S. GAAP (in accordance with ASC 740) ● Responsible for preparation of semi-annual income tax provisions for a foreign top-co prepared under IFRS ● Responsible for preparation of tax footnote disclosures in financial statements, tax memos, and presentation slide decks. ● Responsible for preparation and review of domestic income tax provision, and review of foreign tax provision in various jurisdictions ● Responsible for documentation and analysis of uncertain tax positions, valuation allowances, intraperiod allocations, naked credit, significant tax attributes, and preparation of tax balance sheets ● Responsible for tax issues arising from various M&A activities including: preparing and reviewing income tax provisions for carve-out financial statements, recast disclosures, CO/DO intraperiod tax allocations, and analysis of federal and state compliance implications ● Assist with Corptax tax provision software implementation ● Responsible for review of federal income tax returns including foreign informational forms and state tax compliance, and IRS audits ● Responsible for forecasting and data analytics to provide guidance to senior management on effective tax rates ● Assist with global transfer pricing projects, monitor intercompany transactions, and analyze tax implications of new significant intercompany transactions ● Organize and coordinate planning and status update meetings with internal team, external tax service providers/consultants, and purchaser’s tax team Show less



AMCOL International

• United States
• Mining
• 100 - 200 Employee

• Tax Manager

  • Sep 2013 - Oct 2014

  •Prepare/review quarterly and annual domestic tax provisions and supporting schedules in accordance with ASC 740 •Prepare valuation allowance analysis calculations and memos •Review quarterly and annual tax provisions of over 20 foreign subsidiaries •Assist with global tax provisions, tax-related disclosures in SEC filings, and SOX 404 compliance •Calculate Subpart F income, foreign tax credits, and earnings and profits •Prepare/review complex domestic, state, and foreign informational forms •Assist with IRS audits and respond to state notices Show less



PwC

• Professional Services
• 700 & Above Employee

• Tax Senior Associate

  • Feb 2011 - Aug 2013

  ● Audit income tax provisions for multinational public and private companies ● Audit OneSource income tax provision reports and perform parallel testing for clients newly implemented OneSouce income tax provision software ● Prepare and review domestic tax provisions, FIN 48 calculations and memos, valuation allowance calculations and memos, and tax footnote disclosures for companies of diverse size ● Review complex consolidated corporate tax returns with multi-state, inbound and outbound international tax issues ● Respond to IRS and state audits and notices on behalf of clients ● Provide consultation services for various tax issues ● Perform tax research on various topics and prepare tax memos ● Coordinate meetings and lead discussions with experts within the firm, covering transfer pricing, Japanese tax, U.K. tax, sales and use tax, international tax, state and local tax, and M&A ● Manage budgets and deadlines for multiple engagement teams, and organize engagement team meetings covering planning, scheduling, and improving efficiency Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Tax Senior Associate - Financial Services

  • Sep 2010 - Feb 2011

  •Review tax returns for foreign investment funds and hedge funds including over 1,000 Schedule K-1s. •Review tax returns for foreign investment funds and hedge funds including over 1,000 Schedule K-1s.



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Tax Senior Associate

  • 2006 - Sep 2010

  ● Prepare corporate returns and their related partnership, individual, and fiduciary returns ● Prepare annual income tax provisions by using OneSource tax provision software and Excel. ● Implement OneSource tax provision software for clients using excel based income tax provisions ● Prepare corporate returns and their related partnership, individual, and fiduciary returns ● Prepare annual income tax provisions by using OneSource tax provision software and Excel. ● Implement OneSource tax provision software for clients using excel based income tax provisions