Walter G. Lee Jr, CPA (Inactive)
Encino, CA 91316
Mobile 818-***-****
Email: ******.***.**@*****.***
EMPLOYMENT:
Tax Manager
United Online, Inc. Dec 2004 - Nov 2009
Duties: Responsible for Tax Compliance function for a large, diversified,
publicly traded corporation, including preparation and/or review of federal
and state income tax returns, as well as filings for property tax, sales
tax, business licenses, etc.
Involved in Tax Provision and Tax Reporting functions, including the
preparation of current provision, computation and tracking of deferred tax
items, (FAS 109),computation of various tax credits, state apportionment,
stock based compensation(FAS 123). Preparation of tax supporting schedules
for quarterly and annual financial statements (10Q, 10K)
Managed audits with various sales and property tax authorities, assisted in
income tax audits with various state income tax authorities.
Conduct various research projects as needed.
Tax Senior
Ernst & Young LLP Mar 1997 - Dec 2004
Duties: Responsible for the preparation and/or review of a variety of tax
compliance projects, including Federal and state income tax returns. Work
products primarily included tax returns for individuals, partnerships,
corporations, as well as trusts, and estates. Among forms experienced in
are, 1040, 1065, 1120, and 990.
Assisting clients with tax planning opportunities and assisting with audits
and conducting various research projects as needed.
Senior Tax Accountant
Merisel, Inc. Feb 1994 - Mar 1997
Duties: Assisted in the preparation of the consolidated Federal, state and
local income tax returns of a Fortune 500 company.
Prepared and filed state and local sales and us tax returns.
Assisted with various audits for both federal, state and local tax
authorities.
Assisted Tax Director in various projects as directed by management
Tax Accountant
Teledyne, Inc. Aug 1990 - Mar 1993
Duties: Involved in the preparation and submission of various Federal,
state, and local tax forms along with their supporting workpapers for a
large, diversified corporation
Assisted in the preparation of tax related portions of quarterly/annual
financial statements.
Acted as a liaison with operating divisions/subsidiaries of parent company
in gathering necessary tax information for tax reporting and tax compliance
functions.
EDUCATION:
B.A. in Business Economics, University of California, Santa Barbara, June
1990
RELATED SKILLS:
Proficient in Gosystem RS (Fasttax), Tax Dimensions, Oracle, Microsoft
Excel, Word, familiarity with various tax software packages including FAS
Encore, ProSeries. Licensed CPA in California.
REFERENCES:
Available upon request