Experience

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  Berry Global

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  EY

  • Tax Senior Manager

    • Oct 2016 - Aug 2017

  • Tax Manager

    • Oct 2013 - Sep 2016

    Responsible for management of tax compliance engagements in all phases of the project life cycle, both from a financial and personnel standpoint.-Upper level review of all federal and state tax returns and supporting workpapers that have been prepared and reviewed by tax staff and seniors-Prepare budgets and other necessary files for tax compliance engagements and carefully monitor hours charged to each project to ensure efficiency and identify any additional work not included in the original project scope-Alert clients to potential tax saving opportunities found during the engagement and advise on any transactions or events that could have negative tax consequences-Develop meaningful relationships with clients by inviting representatives to lunches, dinners, learning events, and other occasions to encourage open communication and collaboration on projects-Research potential tax consequences of certain transactions in order to draft a memo and advise the client on the most advantageous course of action-Adjust project staffing mix as needed and ensure any staffing transitions are carried out smoothly in order to meet internal and external deadlines-Educate tax seniors on the appropriate level of quality review expected of them by me as their manager and by the firm as a whole-Maintain a high level of office morale by coming up with creative team-building activities for our tax group to participate in outside the office

  • Tax Senior

    • Oct 2010 - Sep 2013

    Responsible for review of federal and state returns and supporting files prepared by tax staff to ensure informational accuracy and proper tax treatment of specific client fact patterns.-Prepare complicated tax calculations, including percentage depletion and uniform capitalization adjustments-Interview over 50 oil refinery engineers as part of an annual project to identify amounts that are deductible as research and development expenses-Assist with writing an IRS protest and develop reference materials for resulting appeals meetings-Track process of state return preparation in order to keep projects running as scheduled-Communicate regularly with clients regarding tax issues identified during tax return preparation-Maintain project budget calculations and monitor throughout to determine budget-to-actual variances-Monitor, supervise, train, and delegate duties to tax staff

  • Tax Staff

    • Jan 2009 - Oct 2010

    Responsible for preparing federal and state tax returns and supporting files for a variety of clients, including oil & gas partnerships, high-wealth individuals, a consolidated software development corporation, and a coal mining LLC held by a master limited partnership.-Prepare federal, state, and local tax returns and working papers using internal software programs-Identify differences between book and tax and make adjusting journal entries to reflect differences-Calculate and maintain depreciation of client fixed assets and gain or loss upon the sale or disposal of property-Keep clear and precise documentation of methods and procedures used to prepare returns-Assemble and maintain a tracking list to document notices received from states by client in bankruptcy-Contact representatives from state tax agencies upon receipt of a notice to determine the necessary actions to resolve the issue-Develop strong self-review skills to guarantee proper presentation of information on tax returns-Work daily with firm software, including GoSystem, FAS 100 Asset Accounting, IBM Lotus Notes, e-Forms, Checkpoint, and Microsoft Office programs