Olga R. Taboada

*** ******* ******, ***** **********, NJ 07060 abkp30@r.postjobfree.com 908-

***-****

EXPERIENCE TAX MANAGER MARSH & MCCLENNAN COMPANIES

OCTOBER 2005 – DECEMBER 2013

Business Unit Leader for Oliver Wyman

Business Unit Leader for Guy Carpenter & Company

Overall responsibilities include preparation of quarterly and annual tax provisions

from ASC740 utilizing OneSource.

Compilation of financial information to prepare the Sub consolidated Federal tax

return utilizing CorpTax. Liaison with accounting and legal department for current

information update and open communication of ongoing concerns.

Resolve and ensure accuracy of purchase accounting technical issues.

Coordinate new entity set up for G/L purposes upon purchase.

Assist the federal audit tax manager and the state and local tax manager on

audits.

Prepared and reviewed Unitary State Tax returns.

Trained entry level staff on tax technology as well as compliance subject matters.

Maintain tax calendar for tax filings in addition to state quarterly estimated tax

payments and extension payments.

TAX MANAGER NORTHPORT PARTNERSHIP MANAGEMENT, LLC

NOVEMBER 2001 – JANUARY 2004

Responsible for the preparation, review and filings of federal and state tax

partnership returns. This included research and planning for current year’s activity.

Responsibilities also included filings Forms 1042’s, 1099’s, 1120F’s, 5471’s and

5472’s.

Created and maintained tax calendar to ensure all clients’ filings were met in a

timely manner by the assigned Team Members.

Supervised staff on the Tax Team in addition to instructing peers on other

Controllers Teams.

TAX MANAGER ERNST & YOUNG, LLP

JULY 1999 – NOVEMBER 2001

Assumed tax compliance responsibility on several corporate clients. This list

includes manufacturing, biotech and healthcare companies. Tax filings included

both federal and state tax returns, mainly New Jersey, New York, California and

Illinois. Overall responsibilities included the preparation of a work plan, regular

contact with clients and other members of the engagement coordinating tax

services for client with team members.

SENIOR TAX ASSOCIATE CREDIT SUISSE FIRST BOSTON CORPORATION

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SEPTEMBER 1986-MARCH 1999

Overall responsibility for preparation, review and filing of all tax returns of the firm’s

side by side investment vehicles. This included research and planning with respect

to the tax structure.

Prepared and reviewed corporate and trust federal and state tax returns.

Planning with respect to the utilization of LLC’s vs Partnership as choice of entity.

Responsible for ongoing tax calendar to ensure project/compliance deadlines were

met in a timely manner.

Liaison with legal department on formation of new entities and their impact on

ongoing tax and regulatory compliance requirements.

Supervised staff in addition to instructing peers as to the firm’s business

operations. Research and analysis of diverse tax issues including flow-through

entities, dealers in securities and security transactions.

Analyzed the tax implications of pending tax legislation on the Firm, its products,

and customers.

Coordinated firm’s expatriate program with emphasis on global tax efficiencies.

Monitored tax reporting obligations of the Firm’s offshore investments.

Continuous interaction with other departments such as legal, accounting and

human resources on all tax related matters.

SENIOR TAX ACCOUNTANT DELOITTE & TOUCHE LLP (FORMERLY,

DELOITTE HASKINS & SELLS)

August 1981-August 1986

Prepared and reviewed federal and state tax returns for corporate and individual

clients focusing on the brokerage industry.

Involved in a team study for evaluating and implementing tax software packages

for high level executive returns.

Prepared time budgets on various tax engagements.

Prepared income tax projections for high net worth individuals.

Research and Memorandum of corporate and individual tax issues.

Tax Intern (August 1981 – September 1983)

PC SKILLS WORD, EXCEL, POWER POINT, ACCESS, ORACLE, HFM, ONESOURCE, CORPTAX

RIA CHECKPOINT.

SAINT PETER’S COLLEGE

EDUCATION BS ACCOUNTING

AVAILABLE UPON REQUEST.

REFERENCES

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