Sales Customer Service

Summary of Qualifications

Proactive financial executive with a broad record of accomplishments in

all levels of corporate taxation. Proven ability to establish and

direct an efficient tax department. Record of consistent savings in

compliance and planning. Demonstrated talent for research and problem

solving and successful completion of audits.

Experience

2007 - 2009 APX Alarm Security Solutions, Inc. Provo, Utah

Corporate Tax Manager

Revenue $400 Million. 3,500 employees with operations in every state

and Canada.

Develop, implement, and document global transfer pricing policies.

Research and understand the implications of changes in transfer pricing

policies on other taxes, such as VAT, GST.

International tax compliance. Collaborate with the financial officers

of foreign entities to complete foreign jurisdiction income tax

returns. Prepare tax returns for foreign entities without designated

financial officers. Address state nexus questions and PE issues for

foreign entities as required.

Complete annual federal, state, and local income tax and franchise

returns for US business entities. Coordinate the compilation of

foreign income tax data from our international operations for inclusion

in the US consolidated tax returns. Complete federal and state

corporate income tax estimates and reconcile payments with accruals.

Complete Sales Tax returns.

Coordinate the collection of Sales and Use tax needed information from

information systems to complete sales tax returns. Determined Sales

Tax taxability matrix, resulting in tax savings of $3.6 million per

annum.

Oversee the filing of tax forms for state and local municipalities via

mail or using the Internet.

Coordinate the maintenance of sales tax resale certificates and the

determination of taxability for new customers.

Identify and notify management of the need to establish filings with

new tax jurisdictions as needed.

Answer Customer Service questions regarding tax rates.

Coordinate the preparation of materials for sales tax audits as needed.

Balance tax filings with the general ledger and post journal entries as

needed to address variances.

Verify company compliance with all property tax laws and regulations

and monitor related accruals.

Prepare property tax returns by set deadlines.

Research tax issues/questions and draws conclusions independently.

Validate assessments with outside advisors.

Evaluate the tax impact of business plans.

Perform other duties and complete special projects as assigned.

2003 - 2007 In-Balance Accounting, Inc Salt

Lake City, Utah

As Principal in a small accounting firm, solved client problems that

included tax audits, financial planning, litigation support, investment

planning, tax planning and compliance.

Tax return preparation for individuals, corporations, and sub-chapter S

corporations L.L.C.'s, partnerships, trust, non-residents and various

state and local tax returns.

Originate financial models, rules logic and templates to support

financial planning software solutions.

Designed software solutions to review suitability of financial products

and services.

1999 - 2003 Circuit Technology Corp. West Valley

City, Utah

Controller, CFO

Financial Statement preparation.

Installation and development of computerized accounting systems.

Developed Access databases to address particular accounting and

management needs.

Install and repaired computer Networks, Hardware and Software.

Support president and managers in strategic and tactical planning.

Provide key financial analysis in support of product pricing, drive

financial systems development and implementation. Provide vision for

the organization including establishing financial goals and objectives,

employee development and retention and succession planning

Monthly financial performance reporting.

Created an effective cycle counting system for greater control of

inventory management.

1994-1999 Erickson Construction Seattle,

Washington

Controller, CFO

Restructured problem accounting office.

Responsible for all accounting functions-A/R, A/P, payroll, monthly

closing and financial statement preparation.

Implemented computer programs for Job Costing, Bidding and Budgeting.

Setup Company's PC computer network.

Responsible for legal, insurance, and banking functions.

Increased Net worth by over 300%.

1989-1994 Washington Mutual Savings Bank

Seattle, WA

Assistant Tax Manger

$7 Billion Financial Institution. 250 branches with operations in

several western states and Canada.

Supervised the preparation of the Federal consolidated return and

multi-state returns.

Managed the reengineering of Tax Technology by implementing a local

area network along with the development of databases necessary for Tax

compliance and audit functions.

Computerized tax return processing system, reducing the preparation

time by 33%. I trained the tax staff in the operation of the software.

Developed in-house computer program to calculate the company's Income

Tax Provision under FASB 96 and 109. Chosen to participate in outside

vendor's development of FASB 109 software representing the Banking

Industry.

Worked with outside accounting firms and attorneys in the development

of tax protest filings and court case documentation. This effort led

to a landmark tax case in the industry.

Developed a bank-wide record retention program required by the IRS.

Software 1987-1989 Travelwise Portland, Oregon

Excel Controller

Lotus 1-2-3, Largest Travel Agency in Portland.

Quattro-Pro, Responsible for all accounting operations including monthly closing,

Word cash management, budgeting, collections, data processing function,

Paradox, and systems development. Supervised and trained accounting staff.

Access, Developed back-end accounting and administrative software to

dBase, interface with windows-based reservation software.

FoxBASE

.

Accounting 1985-1987 Americold Corporation Portland, Oregon

packages Divisional Tax Mgr.

J.D Edwards, Subsidiary of Beatrice Foods, Chicago, IL. Cold Storage Warehousing

M&D, MAS-90, and Transportation Companies, 45 locations in 15 states. Revenue $140

Platinum, million. 1,500 employees.

Solomon, Responsible for the preparation of the Consolidated Federal return

Great and multi-state returns on both combined and separate basis

Plains, SBT, Administered federal tax audit and subsequent litigation of tax

Quickbooks issues.

Peachtree Developed and administered larger tax case involving the conversion

of real property into ITC.

Real and personal property tax filing and subsequent appraisal by

various counties. Sales tax filing and related audits.

Administered and implemented the company's PC computer system.

Tax Software 1982-1985 Evans Products Company Portland, Oregon

Senior Tax Analyst

Tax Ware, Fortune 500 Company. International manufacturing, forest products,

Tax wise leasing and retail sales. Revenue $1.5 billion, 18,000 employees.

CorpTax Responsible for the preparation of the consolidated Federal return.

OneSource State Tax returns in virtually all states. Foreign returns in Canada

Products, and Mexico.

RIA, CCH, Administered the Federal Excise Tax program. Trained on-site

BNA, accountants resulting in savings of $750,000 per annum.

CLR-Fast Tax Supervised state income tax audits and assisted on all federal tax

audits.

Operating 1978-1982 U.S. Datacorp Portland, Oregon

Systems Tax & Insurance Mgr.

DOS Provider of Computer Output Microfilm (COM) services. 41 locations in

Windows 98 25 states.

Windows 2000 Revenue $26 million, 600 employees.

Responsible for consolidated Federal return and combined and separate

Windows XP state returns.

Windows Supervised the filing of property tax, sales tax, and franchise tax

Vista returns.

Windows 7 Represented the corporation in audits from federal, state, county,

Server 2003 and city agencies.

Managed the corporation's insurance program with premiums of more

than $300,000 per annum. Developed Safety Program resulting in

$100,000 saving on insurance premiums each year.

1976-1978 Neimi, Holland and Scott CPA's Portland, Oregon

Staff Accountant

Regional CPA firm.

Provided tax planning and preparation, management consulting and

audit services to clients.

Education

BS Accounting Brigham Young University Provo, Utah

Master Taxation Golden Gate University Seattle, Washington

CPA 1979

Phone 801-***-****

E-mail abmqea@r.postjobfree.com

Contact this candidate