Controller

• Jul 2021 - Present

Managing Senior Tax Consultant

• Jan 2020 - Jan 2022

Innovative, creative and driven Managerial Tax Consultant with more than 20 years in many industries. Focusing on Tax reduction in all aspects of tax which includes Income, Sales/Use, Property, Value Added and Provisioning. Highly successful in small, middle and large company tax issues with an eye to reduce the entities tax burden legally while embracing the challenges facing business. Innovative, creative and driven Managerial Tax Consultant with more than 20 years in many industries. Focusing on Tax reduction in all aspects of tax which includes Income, Sales/Use, Property, Value Added and Provisioning. Highly successful in small, middle and large company tax issues with an eye to reduce the entities tax burden legally while embracing the challenges facing business.

Tax Senior Advisor

• Aug 2018 - Jan 2020

Prepare and advise 2 companies on Sales/Use tax returns in 22 states. Reduced Connecticut property tax liability by $200K; Property tax review and preparation, Real and Personal., and reduced Property tax liability; Advise managers and franchisees on reporting and managing local property taxes; Prepare tax provision in compliance with ASC 740; Review Corporate Tax returns assembled by third parties; Review and advise on payroll tax all states. Prepare monthly payroll analysis, Guide payroll… Show more Prepare and advise 2 companies on Sales/Use tax returns in 22 states. Reduced Connecticut property tax liability by $200K; Property tax review and preparation, Real and Personal., and reduced Property tax liability; Advise managers and franchisees on reporting and managing local property taxes; Prepare tax provision in compliance with ASC 740; Review Corporate Tax returns assembled by third parties; Review and advise on payroll tax all states. Prepare monthly payroll analysis, Guide payroll service’s withholding tax payments to federal and state agencies, Update State and local payroll tax rates, Review and update sales tax rates, payroll, withholding, unemployment and various other Federal and State tax obligations. Review Subpart F and 163(j) calculations;, VAT Taxes with foreign income tax analysis, audit management, research and reconciliations of accounts as they relate to all taxes. Special projects as requested by management. Excel, Outlook, Paylocity, VERTEX, Lawson, InfoSync, MS Word, Powerpoint. Recently certified in :163(j), 263A, Sales Tax Post Wayfair Decision, Tax Technology, Indirect Tax Automation, and International Tax Provisions by KPMG, Deloitte, Grant Thornton and PWC. Show less Prepare and advise 2 companies on Sales/Use tax returns in 22 states. Reduced Connecticut property tax liability by $200K; Property tax review and preparation, Real and Personal., and reduced Property tax liability; Advise managers and franchisees on reporting and managing local property taxes; Prepare tax provision in compliance with ASC 740; Review Corporate Tax returns assembled by third parties; Review and advise on payroll tax all states. Prepare monthly payroll analysis, Guide payroll… Show more Prepare and advise 2 companies on Sales/Use tax returns in 22 states. Reduced Connecticut property tax liability by $200K; Property tax review and preparation, Real and Personal., and reduced Property tax liability; Advise managers and franchisees on reporting and managing local property taxes; Prepare tax provision in compliance with ASC 740; Review Corporate Tax returns assembled by third parties; Review and advise on payroll tax all states. Prepare monthly payroll analysis, Guide payroll service’s withholding tax payments to federal and state agencies, Update State and local payroll tax rates, Review and update sales tax rates, payroll, withholding, unemployment and various other Federal and State tax obligations. Review Subpart F and 163(j) calculations;, VAT Taxes with foreign income tax analysis, audit management, research and reconciliations of accounts as they relate to all taxes. Special projects as requested by management. Excel, Outlook, Paylocity, VERTEX, Lawson, InfoSync, MS Word, Powerpoint. Recently certified in :163(j), 263A, Sales Tax Post Wayfair Decision, Tax Technology, Indirect Tax Automation, and International Tax Provisions by KPMG, Deloitte, Grant Thornton and PWC. Show less

Managing Senior Tax Consultant

• Dec 2016 - Jul 2018

Innovative, creative and driven Managerial Tax Consultant with more than 20 years in many industries. Focusing on Tax reduction in all aspects of tax which includes Income, Sales/Use, Property, Value Added and Provisioning. Highly successful in small, middle and large company tax issues with an eye to reduce the entities tax burden legally while embracing the challenges facing business. Innovative, creative and driven Managerial Tax Consultant with more than 20 years in many industries. Focusing on Tax reduction in all aspects of tax which includes Income, Sales/Use, Property, Value Added and Provisioning. Highly successful in small, middle and large company tax issues with an eye to reduce the entities tax burden legally while embracing the challenges facing business.

Tax Supervisor

• Mar 2016 - Dec 2016

Train and Manage personnel. Prepare and analyze State and Federal Income Tax, Sales/use tax preparation; Develop, support design phases, insuring solutions meet business needs implement, modify, and document recordkeeping and accounting systems according to GAAP, making use of current computer technology; develop accounting processes, and business and systems requirements to support new products Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to… Show more Train and Manage personnel. Prepare and analyze State and Federal Income Tax, Sales/use tax preparation; Develop, support design phases, insuring solutions meet business needs implement, modify, and document recordkeeping and accounting systems according to GAAP, making use of current computer technology; develop accounting processes, and business and systems requirements to support new products Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs; Provide internal and external auditing services for businesses or individuals; Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice. Analyze and control expenditures to conform to budgetary requirements. Prepare periodic sales report showing sales volume and potential sales. Show less Train and Manage personnel. Prepare and analyze State and Federal Income Tax, Sales/use tax preparation; Develop, support design phases, insuring solutions meet business needs implement, modify, and document recordkeeping and accounting systems according to GAAP, making use of current computer technology; develop accounting processes, and business and systems requirements to support new products Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to… Show more Train and Manage personnel. Prepare and analyze State and Federal Income Tax, Sales/use tax preparation; Develop, support design phases, insuring solutions meet business needs implement, modify, and document recordkeeping and accounting systems according to GAAP, making use of current computer technology; develop accounting processes, and business and systems requirements to support new products Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs; Provide internal and external auditing services for businesses or individuals; Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice. Analyze and control expenditures to conform to budgetary requirements. Prepare periodic sales report showing sales volume and potential sales. Show less

Managing Senior Tax Consultant

• Oct 2002 - Feb 2016

Tax Assessor-Chairman

• Jan 2002 - 2014

Monitor over $2 billion in assessed property valuation; Work closely with the MA Department of Revenue Local Assessment Division; Determine Tax reductions; Statistically analyze property tax valuation; Conduct hearings; Determine taxability and value of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis; Inspect properties, considering factors such as market value, location, and building… Show more Monitor over $2 billion in assessed property valuation; Work closely with the MA Department of Revenue Local Assessment Division; Determine Tax reductions; Statistically analyze property tax valuation; Conduct hearings; Determine taxability and value of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis; Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value; Explain assessed values to property owners and defend appealed assessments at public hearings; Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions; Establish uniform and equitable systems for assessing all classes and kinds of property; Inspect new construction and major improvements to existing structures to determine values; Write and submit appraisal and tax reports for public record; Complete and maintain assessment rolls that show the assessed values and status of all property in municipality; Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments; Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary Show less Monitor over $2 billion in assessed property valuation; Work closely with the MA Department of Revenue Local Assessment Division; Determine Tax reductions; Statistically analyze property tax valuation; Conduct hearings; Determine taxability and value of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis; Inspect properties, considering factors such as market value, location, and building… Show more Monitor over $2 billion in assessed property valuation; Work closely with the MA Department of Revenue Local Assessment Division; Determine Tax reductions; Statistically analyze property tax valuation; Conduct hearings; Determine taxability and value of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis; Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value; Explain assessed values to property owners and defend appealed assessments at public hearings; Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions; Establish uniform and equitable systems for assessing all classes and kinds of property; Inspect new construction and major improvements to existing structures to determine values; Write and submit appraisal and tax reports for public record; Complete and maintain assessment rolls that show the assessed values and status of all property in municipality; Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments; Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary Show less

Director

• 2001 - 2002

Manager

• 2000 - 2001