Experience

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  Ultimate Software Group, Inc.

  • Santa Ana, Ca.

  • Manager, Government Relations

    • Jan 2013 - Present
    • Santa Ana, Ca.

    I oversee all Government Relations related legislative initiatives that will impact the operations and service provide to USG clients. I attend all governmental related conferences/symposiums that affect third party service provider companies.

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  RC Tax Compliance Services, Inc.

  • Manassas, Va.

  • VP/Principal

    • Aug 2010 - Jan 2013
    • Manassas, Va.

    VP/Principal-- Services include:• Conduct in-depth review of clients' processes, procedures and tax reporting systems.• Develop a comprehensive plan that will bring you and/or your company into voluntary compliance mode.• Challenge any current penalties that may be pending.• Establish processes and procedures that will mitigate any future penalty exposure.• Review IRS tax transcripts of clients' federal tax accounts to determine if previously paid penalties and interest can currently be challenged and paid monies be recovered through refunds. • Reduce or eliminate Form 941/Schedule B "averaging penalties" on Employment Tax returns.• Review and identify any penalty and interest assessments resulting from Mergers and Acquisitions activities that may have negatively impacted the Employment Tax and Information Reporting areas. • Prepare a comprehensive report of the problem areas and develop a first year implementation guide to mitigate any future issues.• File IRS Appeals on any of the above-listed matters including Office of the Taxpayer Advocate Relief requests.

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  Ceridian Corporation

  • Sr. Technical Reviewer, Tax

    • Jan 1997 - Jun 2010

    Resolved all high dollar amount penalty and interest assessments through negotiation.Provided technical tax support on all arbitration/and or litigation matters.Was principal liaison with outside counsel and all taxing authorities that regulated the client base.Represented Ceridian on various national employment tax related symposiums and task forces.Interfaced with executive levels of Ceridian on all tax related legislative and regulatory matters.Initially trained and worked in the areas of Product Planning and Project Management.

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  Self-Employed- Legal Counsel

  • Honduras-Nicaragua

  • Legal Consel/General Manager

    • Nov 1979 - Dec 1997
    • Honduras-Nicaragua

    As Legal Counsel/ GM I established and staffed offices in both countries to support the public bids for the cellular licenses in both countries. I was the primary liaison for the governmental contacts at the highest levels with respect to the Bid processes.

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  Internal Revenue Service

  • Tax Law Specialist

    • Jan 1974 - Jan 1979

    Provided official administrative interpretations and guidance to individual and corporate taxpayers on questions that did not have legal precedent but were required by statute prior to entering into a transaction by issuing Taxpayers Technical Advice Memorandums.Drafted and issued taxpayers private letter rulings, drafted and issued Technical Tax Advice to IRS field offices, reviewed proposed forms and publications prior to public issuance and held IRS National Office taxpayer internal conferences.Responded to Congressional and White House correspondence/inquiries.