Experience

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  Fujitsu Technology Solutions (previously known as Fujitsu Siemens Computers)

  • Sunnyvale, CA (Currently part-time from home as needed)

  • Corporate Tax Consultant

    • Jan 2000 - Present
    • Sunnyvale, CA (Currently part-time from home as needed)

    U.S. subsidiary (of an European-based joint venture) March '00 to present (currently as necessary, by now rarely; legal entity was dissolved in March '09 & liquidated in March '11)Reporting directly to the Chief Financial Officer;- hands on, from obtaining a FEIN and qualifying in eight states at inception of the corporate entity along with setting up a LLC to drafting the declaration of dissolution, prepared all business tax returns (other than payroll-related filings by ADP), wrote correspondence, handled tax-related audits and dealt directly with all tax authorities on behalf of the CFO- prepared all federal & state corporate income tax returns, tax forms, detailed Excel-based workpapers & schedules - worked directly with local San Jose-based PwC tax partner (who signed the federal Form 1120 as paid-preparer) & tax manager- obtained detailed supporting project documentation and created an Excel-based calc for R&D tax credit- responsible for preparing tax provision and tax accounting financial reporting to foreign (German) parent quarterly- calculated estimated income/franchise tax payments quarterly- prepared personal property tax declarations, detailed workpapers, declaration to fixed asset register reconciliation and successfully handled multiple Santa Clara County audits - prepared sales & use tax returns, collected exemption certificates and handled state audits- prepared all state & local tax filings, completed state qualifications/withdrawals via CT Corp., business licenses, Secretary of State annual reports, federal Census business reports, etc.

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  Wilbur-Ellis Company

  • San Francisco downtown financial district

  • Corporate Tax Consultant

    • Aug 2007 - Sep 2010
    • San Francisco downtown financial district

    International privately-owned food products/chemical distributor, $2.5B salesReporting directly to the Tax Director;- developed, improved and updated Excel-based tax-related workpapers such as creating a trial balance on a legal domestic entity (Form 1120) basis and foreign subs, tax provision, foreign tax credit, dividend analysis and federal & state income tax return compliance PBC workbooks- created an Excel-based federal Form 5471 PBC compliance reporting workbook and complex Subpart F calculation schedules for over twenty-five foreign subsidiaries- §197 analysis/research of business acquisition agreements and legal documents- prepared Excel-based state apportionment schedules on a legal domestic entity and foreign subsidiary basis for a total of roughly thirty active entities from the trial balance, fixed asset register, sales and payroll FUTA reports- review Big 4 firm-prepared federal & state corporate income/franchise tax returns for accuracy and completeness- assist in preparing annual Canadian PBC subsidiary information workbooks- assist as necessary compiling and analyzing information along with detailed tax law research for state & local tax audits, notices and information requests- created §199-related summary reports via database queries based on related reseach

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  Siemens Pyramid Information Communication Products (previously Pyramid Technology Corp.)

  • San Jose, CA

  • Senior Tax Manager (Tax Consultant)

    • Feb 1987 - Jan 2000
    • San Jose, CA

    (previously Pyramid Technology Corp., a public Unix-based server manufacturer acquired by Siemens Nixdorf)Reporting directly to the Corporate Controller;- hands on, until a reorganization acted as the senior tax manager for this Siemens subsidiary- responsible for all federal and state corporate income tax compliance matters including audits- prepared tax provision and tax accounting financial reporting to U.S. parent quarterly- prepared all state & local tax filings, completed state registrations/qualifications/withdrawals via CT Corp., annual business licenses, Secretary of State annual reports, etc.

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  Ernst & Young

  • San Jose, CA

  • Senior Tax Accountant

    • Mar 1985 - Feb 1987
    • San Jose, CA

    (formerly known as Arthur Young)Corporate tax compliance primarily for high technology start-up clients. Accomplishments include responsibility for a major long-term sales/use tax project involving extensive research, consulting, multi-state tax return back-filing, and extensive tax authority contact for a large public client.