Experience

• 

  Pleasants Companies LLC

  • Clarksburg, MD

  • Vice President Finance

    • May 2020 - Present
    • Clarksburg, MD

    Responsible for the day-to-day planning, implementing, managing and controlling all accounting and financial related activities for the Pleasants family of companies.

• 

  RSM US LLP

  • Baltimore, Maryland

  • Senior Director

    • Feb 2015 - May 2020
    • Baltimore, Maryland

    - Provide tax fixed asset services to clients to comply with IRS tangible property regulations, the Tax Cuts and Jobs Act and other rules and regulations affecting fixed assets, and to implement the changes to fixed assets into their systems- Work with Bloomberg Tax to find solutions for clients with fixed asset issues- Concurring reviewer for cost segregation studies - Analyze fixed asset details to uncover opportunities for accelerated tax depreciation, resulting in reduced taxable income - Review current year fixed asset additions to ensure compliance with IRS regulations - Improve processes and procedures to reduce time spent on fixed asset tax processing

• 

  Marriott International

  • Senior Tax Manager

    • Jan 2008 - Feb 2015

    •Responsible for all fixed asset- and intangibles-related federal and state income tax calculations, including depreciation/ amortization, gain/loss and AMT/ACE•Review all new fixed asset and intangibles additions and dispositions monthly to verify correct tax treatment, and communicate errors to outside service provider•Responsible for writing tax position papers for unique transactions and ongoing Schedule Ms•Perform book-to-tax reconciliations as required under ASC740 (FAS109) for multiple asset classes•Developed procedures and reports in PSAM to correctly perform all depreciation, amortization and gain/loss calculations required for all federal and state income tax purposes•Developed SOX documentation for fixed asset and intangibles tax accounting•Successfully partnered with fixed asset accounting team to convert 400K lines of fixed asset data from mainframe-based system to PeopleSoft Asset Management (PSAM) system•Supervised cost segregation studies performed by outside consultants•Engaged with IRS agents assigned to audit Marriott International•Review Federal and State income tax returns•Successfully integrated new IRS tangible property regulations into PSAM, and filed IRS Form 3115 for related automatic accounting method changes.•Developed and maintained metrics and dashboards to measure performance within and outside Global Tax•Coordinated the successful 2007 transition of the fixed asset processing function from Marriott to MBS off-site processing center in Knoxville, Tennessee; provide continuing support to new fixed asset processing team •Integrated fixed asset records from acquired companies and properties, including Ritz-Carlton and Execustay, into Marriott’s fixed asset system•Supervise assistant tax manager, and supervise and mentor two tax interns each filing season since 2011

  • Manager

    • Jan 2002 - Jan 2008

    •Streamlined processes and established best practices within the Fixed Asset Tax group, resulting in head count reduction from 4.0 FTEs to 0.5 FTEs •Prepared and reviewed fixed asset Schedule Ms•Worked with on-site IRS agents to resolve fixed asset related issues•Eliminated regular practice of making manual adjustments to fixed asset data, for federal, state, and AMT books, by initiating and performing maintenance to fixed assets records •Supervised assistant tax manager and senior tax accountant

  • Assistant Tax Manager

    • Jul 1999 - Dec 2001

    •Prepared fixed asset Schedule Ms•Responded to IRS Information Document Requests (IDR)•Initiated process improvements to reduce preparation time of Schedule Ms.