Experience

Roper Technologies, Inc.

• United States
• Software Development
• 100 - 200 Employee

• Tax Director

  • Nov 2013 - Present

  Sarasota, Florida • Partnered with cross-functional teams to identify, evaluate, and implement corporate income tax planning and transfer pricing projects • Collaborated and partnered closely with our Legal, Finance, Accounting, Treasury, and Operations functions, by providing tax advice to aid the company’s business decisions • Monitored and analyzed federal and state tax law changes and other tax risks, inclusive of indirect taxes for cash tax and financial statement purposes •… Show more • Partnered with cross-functional teams to identify, evaluate, and implement corporate income tax planning and transfer pricing projects • Collaborated and partnered closely with our Legal, Finance, Accounting, Treasury, and Operations functions, by providing tax advice to aid the company’s business decisions • Monitored and analyzed federal and state tax law changes and other tax risks, inclusive of indirect taxes for cash tax and financial statement purposes • Provided corporate income/franchise tax advice to our internal departments and Sales/Use, property, gross receipts tax advice to our external business units • Managed our state tax controversy function (inclusive of Corporate Income/Franchise and Sales/Use tax) • Managed our state tax compliance function (inclusive of Corporate Income/Franchise, Unclaimed Property/Escheat, and Gross Receipts taxes) • Provided assistance to our federal tax controversy function • Researched, analyzed, and interpreted relevant tax statutes and regulations including those related to tax reform (GILTI, FDII, 163(j), etc.) from a federal and state income tax perspective • Regularly communicated with stakeholders across the Legal, Finance and Business organizations regarding relevant tax issues including law changes, court decisions, etc. • Provided tax technical advice to the tax reporting and tax audit teams • Served as a tax subject matter expert on business development transactions including mergers, acquisitions, divestitures and internal restructuring projects (tax due diligence) • Regularly participated in the review of tax provisions in stock and asset acquisition contracts. Show less



PODS

• Brazil
• Software Development
• 1 - 100 Employee

• Tax Manager

  • Aug 2013 - Nov 2013

  Clearwater, Florida • Prepared and reviewed federal, and multi-state and local income and franchise tax returns for our businesses • Prepared and reviewed quarterly federal, and state and local estimated installments • Directed our sales/use tax and GST/PST/HST compliance processes • Collaborated with our finance department to support tax return preparation • Worked directly under our VP Finance.



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• State and Local Tax Manager (Income Franchise)

  • Jan 2012 - Aug 2013

  Tampa/St. Petersburg, Florida Area • Partnered with our indirect, federal and international tax practice groups to identify, evaluate, and implement tax planning and transfer pricing projects • Monitored and analyzed federal and state tax law changes and other tax risks • Provided tax and transfer pricing advice to our clients • Assisted our Florida state tax controversy practice • Participated in numerous state and federal tax compliance projects • Analyzed an evolving portfolio of complex tax… Show more • Partnered with our indirect, federal and international tax practice groups to identify, evaluate, and implement tax planning and transfer pricing projects • Monitored and analyzed federal and state tax law changes and other tax risks • Provided tax and transfer pricing advice to our clients • Assisted our Florida state tax controversy practice • Participated in numerous state and federal tax compliance projects • Analyzed an evolving portfolio of complex tax operations to provide meaningful business insights to a number of clients in the southeast • Identified potential opportunities and risks and communicated these to our clients • Learned and researched current market trends, to maintain my credibility as a trusted advisor to our clients • Developed clear, intelligent plans and approaches to improve our clients' tax activities • Supervised a motivated team of professionals to ensure they had the skills, knowledge and opportunities needed to reach their full potential.

• Indirect Tax - Credits & Incentives

  • Mar 2011 - Jan 2012

  Tampa/St. Petersburg, Florida Area



Progress Energy

• United States
• Utilities
• 700 & Above Employee

• Senior Financial Specialist

  • Jun 2008 - Feb 2011

  • Actively participated in several major cross-departmental LEAN rapid improvement events • Aligned several critical tax functions • Assumed a significant leadership role with regard to several audit and major financial analysis projects • Drafted protests for federal, state and property tax audits • Defended several major tax audits in various jurisdictions • Prepared and reviewed tax packages, federal and state returns, Schedule Ms, and other compliance … Show more • Actively participated in several major cross-departmental LEAN rapid improvement events • Aligned several critical tax functions • Assumed a significant leadership role with regard to several audit and major financial analysis projects • Drafted protests for federal, state and property tax audits • Defended several major tax audits in various jurisdictions • Prepared and reviewed tax packages, federal and state returns, Schedule Ms, and other compliance documents • Spearheaded a major Florida enterprise zone tax credit study in coordination with a proposed $17 billion capital project • Actively participated in the drafting of proposed legislation for a securitization statute in Florida • Monitored proposed and enacted federal and state tax legislation and communicated issues related to such legislation to senior management and corporate lobbyists • Provided state and federal tax consulting services for a $200 million Department of Energy investment grant • Drafted ASC 740 Technical Memoranda and Measurement Documents for state and federal tax positions • Provided state and federal tax consulting services. Show less


Deloitte
• Business Consulting and Services
• 700 & Above Employee
• Tax Associate

  • Aug 2007 - Jun 2008

Chase Home Finance
• United States
• Banking
• 1 - 100 Employee
• Mortgage Consultant

  • Feb 2004 - Aug 2004