Experience

Clifton Douglas, LLP

• United States
• Accounting
• 1 - 100 Employee

• Tax Associate

  • Nov 2011 - Feb 2013

  My primary responsibilities include the following: • Corporate Tax Provision Preparation: Preparing interim and annual tax provisions in accordance with ASC 740 (previously FAS 109), including adjusting journal entries, tax account reconciliation, effective tax rate calculation, federal/state/foreign income/franchise tax expense, deferred inventory schedules, fixed asset rollforward, state apportionment workpapers, tax attribute carryforward schedules, ASC 740-10 (previously FIN 48)… Show more My primary responsibilities include the following: • Corporate Tax Provision Preparation: Preparing interim and annual tax provisions in accordance with ASC 740 (previously FAS 109), including adjusting journal entries, tax account reconciliation, effective tax rate calculation, federal/state/foreign income/franchise tax expense, deferred inventory schedules, fixed asset rollforward, state apportionment workpapers, tax attribute carryforward schedules, ASC 740-10 (previously FIN 48) reserve analyses, foreign tax credit calculations, research credit calculations, stock based compensation calculations, provision to return reconciliations, and footnote/MD&A disclosures. • Corporate Federal/State Income Tax Return Preparation: Using tax return preparation software (GoSystem), prepare annual federal/state income tax returns including all necessary statements and supporting schedules, Forms 5471/5472, return workpapers, and summary schedules/transmittal letters to clients. • Corporate Federal/State Extension and Estimated Payments Preparation: Using tax return preparation software (GoSystem), prepare requisite federal/state income tax extensions and estimated payments, along with summary schedules/transmittal letters to clients. In addition to my primary responsibilities noted above, intermittently I work on preparing internal controls binders, responding to audit notices, completing IRC §§ 382/383 tax attribute limitations calculations, drafting supporting memoranda/executive summaries, preparing foreign bank account and other informational reporting forms, researching tax law, and assisting with due diligence, purchase price accounting, and other mergers and acquisitions related tasks. Show less My primary responsibilities include the following: • Corporate Tax Provision Preparation: Preparing interim and annual tax provisions in accordance with ASC 740 (previously FAS 109), including adjusting journal entries, tax account reconciliation, effective tax rate calculation, federal/state/foreign income/franchise tax expense, deferred inventory schedules, fixed asset rollforward, state apportionment workpapers, tax attribute carryforward schedules, ASC 740-10 (previously FIN 48)… Show more My primary responsibilities include the following: • Corporate Tax Provision Preparation: Preparing interim and annual tax provisions in accordance with ASC 740 (previously FAS 109), including adjusting journal entries, tax account reconciliation, effective tax rate calculation, federal/state/foreign income/franchise tax expense, deferred inventory schedules, fixed asset rollforward, state apportionment workpapers, tax attribute carryforward schedules, ASC 740-10 (previously FIN 48) reserve analyses, foreign tax credit calculations, research credit calculations, stock based compensation calculations, provision to return reconciliations, and footnote/MD&A disclosures. • Corporate Federal/State Income Tax Return Preparation: Using tax return preparation software (GoSystem), prepare annual federal/state income tax returns including all necessary statements and supporting schedules, Forms 5471/5472, return workpapers, and summary schedules/transmittal letters to clients. • Corporate Federal/State Extension and Estimated Payments Preparation: Using tax return preparation software (GoSystem), prepare requisite federal/state income tax extensions and estimated payments, along with summary schedules/transmittal letters to clients. In addition to my primary responsibilities noted above, intermittently I work on preparing internal controls binders, responding to audit notices, completing IRC §§ 382/383 tax attribute limitations calculations, drafting supporting memoranda/executive summaries, preparing foreign bank account and other informational reporting forms, researching tax law, and assisting with due diligence, purchase price accounting, and other mergers and acquisitions related tasks. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior

  • Jul 2005 - Jun 2010

  Senior Auditor •Identified, planned and tested controls. •Reviewed and verified records, conducted external financial statement auditing, and prepared audit programs and reports, facilitating compliance with policies, standards, laws, regulations, and corporate objectives. •Recommended modifications to client practices, ensuring all policies and procedures were followed. International Financial Reporting… Show more Senior Auditor •Identified, planned and tested controls. •Reviewed and verified records, conducted external financial statement auditing, and prepared audit programs and reports, facilitating compliance with policies, standards, laws, regulations, and corporate objectives. •Recommended modifications to client practices, ensuring all policies and procedures were followed. International Financial Reporting Standards (IFRS) Conversion •Provided IFRS conversion service to Taiwan listed companies and banks, enabling clients to conform to global standards. •Partnered with clients to assess the impact of IFRS conversion on their organizations and identified major differences between generally accepted accounting standards under Taiwan and IFRS. •Coordinated IFRS in-house training for clients, improving communication and minimizing disruption to client operations. International Taxation and Transfer Pricing Senior Associate International Taxation •Provided inbound and outbound international tax consultation and wrote confidential tax memorandums for clients. •Prepared cross-border planning strategies and evaluations for multinational companies, facilitating global expansion. •Provided cross-border Merger & Acquisition transaction tax planning and consultation services for multinational companies. •Advised Taiwan listed companies on restructuring investment structures and operating models, reducing tax exposure. Transfer Pricing •Contributed to benchmarking analyses and transfer pricing documentation for U.S. subsidiaries of Taiwan listed companies for U.S. tax purposes. •Worked with more than 120 Taiwanese entities of multinational companies, conducting Transfer Pricing benchmark analysis and preparing a transfer pricing study for Taiwan compliance purposes, minimizing global tax exposure for clients. Show less Senior Auditor •Identified, planned and tested controls. •Reviewed and verified records, conducted external financial statement auditing, and prepared audit programs and reports, facilitating compliance with policies, standards, laws, regulations, and corporate objectives. •Recommended modifications to client practices, ensuring all policies and procedures were followed. International Financial Reporting… Show more Senior Auditor •Identified, planned and tested controls. •Reviewed and verified records, conducted external financial statement auditing, and prepared audit programs and reports, facilitating compliance with policies, standards, laws, regulations, and corporate objectives. •Recommended modifications to client practices, ensuring all policies and procedures were followed. International Financial Reporting Standards (IFRS) Conversion •Provided IFRS conversion service to Taiwan listed companies and banks, enabling clients to conform to global standards. •Partnered with clients to assess the impact of IFRS conversion on their organizations and identified major differences between generally accepted accounting standards under Taiwan and IFRS. •Coordinated IFRS in-house training for clients, improving communication and minimizing disruption to client operations. International Taxation and Transfer Pricing Senior Associate International Taxation •Provided inbound and outbound international tax consultation and wrote confidential tax memorandums for clients. •Prepared cross-border planning strategies and evaluations for multinational companies, facilitating global expansion. •Provided cross-border Merger & Acquisition transaction tax planning and consultation services for multinational companies. •Advised Taiwan listed companies on restructuring investment structures and operating models, reducing tax exposure. Transfer Pricing •Contributed to benchmarking analyses and transfer pricing documentation for U.S. subsidiaries of Taiwan listed companies for U.S. tax purposes. •Worked with more than 120 Taiwanese entities of multinational companies, conducting Transfer Pricing benchmark analysis and preparing a transfer pricing study for Taiwan compliance purposes, minimizing global tax exposure for clients. Show less