Manager Analyst
Resume:
Steve Shun, C.P.A. M.S. M. B. A. Accounting
San Jose, CA 95148
Email: **********@*****.***
Professional Summary:
Tax professional with over ten years experience in both domestic/international tax provision and compliance, providing quality working papers, utilizing tax software to achieve efficiency. Strengths include in-depth analysis and research skill, attention to detail and ability to prioritize engagements. A professional praised as a team player, with excellent written and verbal communication skill to support the whole group to success.
•Comprehensive experience in ASC 740, includes utilizing TaxStream for bridging trial balance and M-1 input, deferred tax asset (DTA) and deferred tax liability (DTL) rollover and true-up. Applies Onesource, ProSystem, SAP, and Oracle software in generating working papers and tax returns.
•Effectively researches and prepares memos on topics such as restricted stock dividend with CCH and RIA software, resulting in additional tax deduction.
•Extensive knowledge in state apportionment preparation, filing methodology, and
resolving federal/state/local tax inquiries and audits.
Professional Experience:
LSI Corporation, Milpitas, CA October 2007 to February 2012
Senior Tax Analyst: reported to domestic team and also supported international group
•Provision: Utilized TaxStream to calculate current and deferred tax provision, true-up of DTA and DTL, bridged trial balance and tax amortization, prepared income tax account reconciliation, updated SOX 404 documentation.
•Compliance: prepared Federal/states working papers and returns, which included M1/M3, elimination and inter-company transaction analysis, FAS 123R for inter- company cost sharing, R&D credit, Section 263A, estimate and extensions.
•International: performed functional P&L/E&P analysis for foreign subsidiaries.
prepared Federal form 5471s and form 1042.
Achievement:
•Reduced year-end provision preparation time by utilizing TaxStream software.
•Designed Excel workbook in converting M 1 adjustments to M 3 schedule, which facilitated the preparation of Federal return.
•Provided Excel workbook in supporting PWC auditor’s inquiry for current/deferred tax provision calculation; reduced the audit hours for year-end provision.
Bell Microproducts Inc. San Jose, CA February 2007 to October 2007
Senior Tax Analyst: Reported to manager for both domestic and international function.
Compliance assignments included Federal and states’ extensions, estimates and returns;
prepared FAS 109 working papers and reconciliation for DTA and DTL; reconciled domestic and foreign branch income tax accounts.
Achievement:
Implemented Hyperion to automatically download company’s world wide financial data effectively accelerating provision and return preparation.
Granite Construction Inc., Watsonville, CA October 2004 to February 2007
Senior Tax Analyst:
Prepared Federal, state returns, extensions, estimates, and Canadian return. Conducted tax research and drafted memo to support corporation’s tax treatment decision. Reconciled DTA and DTL income tax accounts monthly in supporting FAS 109 operation.
Achievement: Successfully researched and applied two change of accounting methods, resulting in reduction of tax provision and additional tax deduction for 2005.
Rowbotham LLP, San Francisco, CA February 2003 to October 2004
Senior Tax Consultant:
Supervised consolidated corporate and partnership tax return preparation.
Achievement: Significantly improved the efficiency of tax compliance process
by introducing FASTAX bridging technology and Excel workbook concept.
Ernst & Young, LLP, San Jose, CA January 2000 to November 2002
Tax Compliance Senior:
Supervised corporate tax return and partnership tax return preparation. Efficiently completed engagements within budget by carefully analyzing prior year working papers, drafting pre-engagement memos for staff, and monitoring progress.
Achievement: Best Employee Award of Year 2001 for significantly reduced actual hours against budget.
Education and Certification:
California Certified Public Accountant
Master of Taxation, Golden Gate University, San Francisco, CA
Master of Business Administration major in Accounting, California State University East Bay, Hayward, CA
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