Experience

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  Accretive Solutions

  • Field Consultant

    • Jul 2010 - Present

    Performing tax review & support on various clients for short-term assignments

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  Tower Automotive

  • Tax Manager

    • 2005 - 2009

    MSX eliminated all of their Tax Department except for myself. They outsourced the department to Grant Thornton and kept me on as Tax Manager. Tower Automotive was establishing a new Tax Department and all of the former MSX tax people became the core their new Tax Department. I shortly decided to leave MSX and join my former colleagues at Tower. All my responsibilities remained the same as with MSX.· Contributed to Towers emergence from bankruptcy.· Reconciled all deferred taxes, created workpaper support and established procedures to eliminate any such future charges after Tax Department was charged with a “material weakness” in 2005.· Implemented and maintained SOX 404 procedures.· Handled tax input into 10-K and 10-Q filings.

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  MSX International

  • Tax Manager

    • 1999 - 2005

    Responsibilities include planning, research and alerting management to relative law changes. Preparation of US federal (including 5471’s & 8865’s), state & city (272 returns), Canadian federal and Ontario income tax returns. Maintain tax workpapers to support all schedule M’s annually and historically. Booking of year-end and quarterly tax provisions under FASB 109. Assist and review in the formalization of new companies, acquisitions, lease agreements and contractual obligations. Assist payroll and human resources with various concerns such as per diems, moving allowances, independent contractors, expat, gifts & awards, etc. Handle all tax audits.· Contributed in the creation of an employee leasing company with savings of $1,000,000 in state unemployment taxes (one time) and $1,000,000 in Michigan SBT (annually).· Developed excel program to calculated US tax provisions in a half-a-day, previously took 3 days.

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  KPMG

  • Tax Manager

    • 1995 - 1999

    Responsibilities include all of the previous company’s. Performed financial planning services to individuals considering early retirement. Performed due diligence on a number of other transportation clients. · Canadian National Railway (CN) eliminated all the administrative positions within the Grand Trunk. After I agreed to work for KPMG, CN awarded all its U.S. tax responsibilities to the firm and I was assigned as the Manager.· Designated as the KPMG Mid-West Transportation expert

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  Grand Trunk Western Railroad

  • Tax Manager

    • 1990 - 1995

    Responsibilities include planning, research and preparation of federal, state and city income tax returns (including 5472’s & 1118’s). Booking of quarterly tax provisions under FASB 109 and APB 11. Over see payroll, sales & use and excise tax filings. Completed 5500’s on 9 qualified benefit plans. Assist and review in the formalization of new companies, lease agreements and contractual obligations. Handle all tax audits.. Reconstructed an E&P history on GT's consolidated group dating back to 1913.. A committee member involved in the Internal Revenue Services writing of diesel fuel tax laws as they related to railroad operations.. A committee member involved in restructuring GT's consolidated group to maximize tax benefits on a $200 million issuance of Auction Preferred Stock (APS).. Coordinate with our Canadian parent's Tax Department on international tax issues and providing information.

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  Costain Coal

  • Tax Manager

    • 1981 - 1989

    Responsibilities included the preparation of all taxes - federal and state income, severance, reclamation, black lung, fuel, excise, sales and use, payroll, property and highway use tax returns. Assist and review in the formalization of new companies, pension plans, lease agreements and contractual obligations. Handle all audits. Attend legal proceedings on state tax issues. Supervise insurance, cash management and payroll departments.. Restructured state income tax filings to a combined bases with initial savings of $157,000 (verified through audit and courts) and with current annual savings of $500,000. (Chapperal Coal a landmark case). Discovered a court case involving an available exemption pertaining to air pollution control facilities and was able to convince State authorities that our Wash Plant facility was of the same type resulting in a $151,400 refund of sales tax and $150,000 in annual savings of property and franchise taxes.

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  Central Transport

  • Tax Manager

    • 1977 - 1981

    Responsibilities included review of federal and state income tax returns, handling of audits, tax research and planning, handle company investments, administer pension plan and forming structure of new companies.

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  Handleman Company

  • Accounting/Tax Manager

    • 1975 - 1977

    Responsibilities included review of federal and state income tax returns, payroll and property taxes, handling of audits. Prepared monthly general ledgers, consolidated operating statements and governmental 10K's. Supervised payroll department.. Organized and structured the tax department, previously handled by a big eight CPA firm.. Set up new MSA software computer payroll system.