Jeff Thatcher

Email: abqj9p@r.postjobfree.com

Address: *** * ******* ***

City: Chesterton

State: IN

Zip: 46304

Country: USA

Phone: 219-***-****

Skill Level: Experienced

Salary Range: $90,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

JEFF THATCHER

856 N. Calumet Ave. * Chesterton, IN 46304 * 219-***-**** abqj9p@r.postjobfree.com

State Tax Accountant

State and local income/franchise taxes experience. Expertise in Excel and able to analyze accounting processes to determine areas needing improvement, and subsequently create innovate procedures and templates to increase efficiency and decrease cost.

NOTEWORTHY ACCOMPLISHMENTS

* Designed and created templates used at the national level of a Big 4 CPA firm that resulted in increased efficiency in preparation and saved thousands of hours per year of company time.

* Utilized Excel expertise to create templates that automate computations and streamline processes.

* Served on tax return preparation Process Improvement Committee, tasked with analyzing processes to determine how to increase efficiency.

PROFESSIONAL EXPERIENCE

BP America, Naperville, IL

Senior Tax Accountant November 2004 - November 2012

* Reviewed state and local income and franchise tax returns prepared with In-Source.

* Prepared state tax estimates, extensions, state notice and information document request responses.

* Maintained templates used by entire state tax team.

* Primary go-to-person of state tax team for Excel issues.

* Utilized Excel expertise to create templates that automate computations and increase efficiency:

** Templates to compute carryover, carryback, and expiration of: Net operating losses; capital losses; also charitable contributions.

** Others to summarize intercompany balances by entity from pivot tables of large databases of ledger entries: Receivables, payables, interest income and expense; sales; rental income and expense; sales of assets; royalty income; other income; also investment in subsidiaries.

Ernst & Young, Chicago, IL

Tax Compliance Manager August 1996 - October 2004

* Supervised state and local income tax return preparation for corporations and pass-through entities.

* Primary go-to-person for issues relating to state income tax compliance in the Chicago office.

* Taught class on preparation of multi-state tax returns with Go-System and one on consolidated returns.

* Wrote instruction manual for preparation of state and local returns using Windows based Go-System.

* Designed templates used at the national level saving thousands of hours per year of company time:

** A template to compute estimate and extension payments for every state.

** A working tax calendar that computes the due dates of every state return, estimate, extension and extended return with only the entry of the year-end of the corporation.

** A template for bridging apportionment directly from Excel into Go-System; that includes a partial nexus analysis and is capable of summarizing sales for throwback.

Coopers & Lybrand, Chicago, IL

Senior Tax Associate December 1991 - August 1996

* Managed preparation of state and federal returns

* Provided mentoring and teaching of multi-state tax return preparation.

* Wrote a complete instruction manual for using DOS based Go-System to prepare state tax returns.

* Served on tax return preparation Process Improvement Committee, and developed new ideas and procedures to increase efficiency and reduce unnecessary costs.

CPI Corp, St. Louis, MO

Tax Accountant June 1989 - September 1991

* Prepared federal corporate income tax returns

* Prepared state and local income and franchise tax returns, for all 50 states.

* Provided estimates, extensions, current returns, and amended returns.

* Reconciled tax related ledger accounts used in audited financial statements.

* Utilized knowledge of Lotus 123 in document preparation.

Samuel Goldstein, St. Louis, MO

Public Accountant July 1988 - April 1989

* Prepared and reviewed income tax returns, sales tax returns, payroll tax returns and property tax returns.

* Performed tax research, ledger work, and financial statement preparation.

* Provided supporting accounting work for a wide range of clients, including doctors, manufacturers, retail, wholesale, and service companies.

Gray Hunter Stenn, Marion, IL

Public Accountant January 1985 - April 1988

* Prepared income tax, estate tax, sales tax, payroll tax, bookkeeping, auditing, and research.

* Assisted a broad range of clients including banking, governmental, and professional organizations.

* Performed a variety of accounting work for individuals, corporations, partnerships, trusts, estates, and not-for-profit.

EDUCATION & TRAINING

Southern Illinois University at Carbondale, MA, Accountancy (1985)

Southern Illinois University at Carbondale, BS, Accounting and Finance (1983)

De Paul University, Additional Tax Classes (1994)

Certified Public Account, Illinois (1984) and Missouri (1988), License Inactive

SOFTWARE

Microsoft Excel

Go-System

In-Source

Microsoft Word

Comp-U-Tax

SAP

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