Managing Principal

• Jan 2014 - Present

Tax Manager/Controller

• Jan 2010 - Sep 2018

Manage the accounting and finance functions for this professional service firm parent and subsidiaries, including financial reporting, financial analysis, budgeting, compliance and management of a 4 - 7 person internal accounting team. Oversee financial statement preparation, prepare consolidations and issue monthly financial statements with commentary to management. Perform and manage various accounting and tax services assisting both internal and external clients in all aspects of corporate tax including federal and state research. Provide tax reconciliations and responsible for tax provision and planning.• Prepare various tax returns involving complex issues including S-corporations, C-corporations, partnerships and individuals• Prepare projections and other planning strategies• Prepare tax provision and tax rate calculations• Assist and manage IRS/state tax audits• Support training of staff accountants and assist managers in development of staff to provide a high level of capability and competence• Research increasingly complex issues Show less

Staff Accountant

• Jan 2010 - Dec 2011

Performed attest and tax services for clients of this regional public accounting firm.• Planned and performed audit, review, tax and other engagements, including compilation of financial statements in accordance with GAAP or OCBOA.• Prepared tax returns for individuals, partnerships and corporations • Researched and developed tax-planning strategies and made recommendations to clients.

Tax Analyst

• Aug 2014 - Jan 2016

Reported directly to the Tax Manager and VP of Tax & Treasury, responsible for the preparation and day to day management of international tax and direct/indirect taxes in multi-jurisdictions (North America, EMEA & Asia Pacific) such as income tax, sales tax and foreign VAT/GST/PST/HST/QST. The position was also responsible for tangible personal property, income & withholding taxes and foreign statutory financial reporting compliance. • Obtain and analyze data necessary to file complete and accurate statutory financial statements and tax returns • Assist with the annual tax provision and tax reserve calculations • Provide tax guidance to various departments regarding rates and taxability of goods and services including the Legal Department with regards to tax language in contracts. • Prepare and reconcile use tax process and accruals to comply with filing requirements and proper classifications within corporate structure • Responsible that withholding tax is applied as needed and reported/remitted timely for form 1099/1042. • Maintain and update schedules related to payment carryover, fixed asset roll-forward, intangible asset roll-forward and net operating loss carry-forward. • Managed the audit and review process of foreign subsidiaries for statutory filings with the external audit firm to ensure audit requests provided for are accurate and are provided for in a timely manner. • Prepare Forms 5471, 8865 and 8858 and required disclosure statements. Research and document return related tax issues as necessary and supporting schedules. • Assist with projects related to restructuring and mergers/acquisition implementation, including preparation and filing of Forms SS-4, Forms 8832, Forms 8023, Forms 8883, Forms 8594, and other miscellaneous filings • Research and document tax consequences of entity formations in various tax jurisdictions and provide guidance to local country personnel when requested Show less