Sales Manager

Diana L. Smith

Evans, CO ~ 248-***-**** ~ ac1l6z@r.postjobfree.com

Tax Director

Highly accomplished tax professional with solid and progressive experience in all facets of taxation, accounting, and compliance. Consistently promoted to leadership roles due to superior tax and accounting expertise. Comprehensive background working with large compliance structures related to domestic and international compliance. Strong knowledge in tax compliance and financial reporting. Proven success in streamlining financial processes, introducing process improvements, and implementing change management strategies. Extensive experience working in a Big 4 accounting firm.

Garnered recognition for being a top-performer in all aspects of tax compliance, international tax compliance,

and tax accounting within corporate tax departments.

Tax Compliance Tax Accounting & Financial Reporting

International Tax Compliance Indirect & International Payroll Tax Compliance

Sarbanes-Oxley (SOX) Compliance Federal, State & International Tax Audits

Career Highlights

Maintained sole accountability for managing US corporate, partnership and non-profit income tax return compliance for manufacturing, transportation, and service industries including federal consolidation and multi-state organizations.

Charged with managing all facets of international tax compliance including preparation and management of Canadian and Mexico income tax compliance, U.S. foreign reporting compliance (5471, 8865 and 8858), foreign tax credit calculation/planning, ABP 23 indefinite reinvestment assertions, and VAT tax management and reporting.

Handled financial reporting under ASC 740 and IFRS provisions including effective tax rate development, valuation allowance assessment, and FIN 48/FAS 5 reporting for global consolidated financial statements.

Calculated and prepared research & development credits, fuel tax credits, and employment tax credits.

Oversaw sales and use tax compliance across 48 states including audit inquires. Managed International VAT compliance and planning.

Prepared monthly, quarterly, and annual federal, state, local, Canadian, Mexico, and German payroll compliance reporting and audit inquiries for 10,000+ employees.

Performed SOX 404 policy development/compliance, foreign Bank account, TDF 90-22.1 reporting, and construction contractor licensing coordination in all states.

Managed 14 person compliance and reporting department including development and training.

Professional Experience

JBS, Greeley, CO (2016 – Present)

Tax Director, Compliance and Reporting

Oversaw US/Foreign corporate compliance and report for global manufacturing industries. Charged with financial statement reporting under ASC 740 and IFRS provisions including valuations allowances, APB 23, FIN 48/FAS 5 for international consolidated financial statements. Managed federal consolidated filings and large multi-state returns. Responsible for federal and audit mitigation. Managed, trained and mentored staff.

CENTRAL TRANSPORT LLC/LOGISTICS INSIGHT CORPORATION, Warren, MI (2007 – 2016)

Tax Director

Oversaw US corporate and partnership and nonprofit tax return compliance for manufacturing, transportation, and service industries. Charged with responsibility for international tax compliance including management of Canadian and Mexico income tax compliance. Served as the liaison with Canadian and Mexico income tax authority concerning audit inquires. Spearheaded SOX 404 policy development and compliance. Prepared federal consolidated returns. Handled multi-state apportionment preparation and planning. Managed federal and state income tax audits and preparation. Supervised US/Canadian Competent Authority cases and preparation of Advance Pricing Agreements. Conducted international income tax research and planning for Canada, Mexico, and Europe. Performed reporting under ASC740 provisions including valuations allowances and FIN48/FAS 5 analysis for international consolidated financial statements.

Gained specialized expertise working with fuel tax credits and employment tax credits for over 135 private and publicly held organizations with annual revenue exceeding $1 billion.

Implemented enhancements in indirect tax compliance that resulted in $1.5M in sales tax refunds and $100K in future savings.

Introduced enhancements for fuel tax compliance that resulted in over $100K in annual savings.

Developed the Worldwide Tax Compliance Department responsible for consolidated federal filings, sales/use tax, fuel tax, property tax, and payroll tax compliance

ALLY FINANCIAL SERVICE, INC., Detroit, MI (2012 – 2013)

Senior Tax Manager, Tax Accounting and Global Reporting

Directed tax responsibilities within an international financial organization with 120+ subsidiaries in the US and 15 international locations. Reviewed quarterly and annual tax provision process. Maintained internal income tax accounting policies for tax accounting pronouncements. Analyzed accounting for income taxes on undistributed earnings of foreign subsidiaries. Implemented internal controls relating to tax accounting functions. Worked with historical and forecasted tax rates as well as current and deferred tax postures. Analyzed and determined valuation allowances worldwide. Documented all material tax contingency items summarized on a quarterly basis. Managed implementation of OneSource Tax Provision software.

Directed monthly and quarterly tax closing and reporting processes, which encompassed preparing tax footnotes, MD&A information, and other tax related information.

Oversaw worldwide income tax reporting per ASC 740 guidelines and related SEC reporting.

Ensured compliance with U.S. GAAP accounting for income taxes for global operations.

JERVIS B WEBB COMPANY, Farmington Hills, MI (2004 – 2007)

Tax Manager

Calculated Look-Back Method for completed long-term contracts. Prepared federal and state estimated tax calculations. Handled Canadian federal income tax preparation and compliance. Directed sales and use tax compliance in 48 states. Responded to multi-state audits and inquires. Performed research on complex sales transactions for planning and contract proposal preparation. Supervised personal property tax returns for a multi-state corporation. Prepared deferred tax calculation for audited global consolidated financial statements.

Coordinated and managed US international corporate tax return compliance, which included federal consolidated returns, multi-state corporation doing business in 50 states, and local tax returns.

Provided direction to the team in performing at optimal levels and meeting team objectives.

Enhanced the sales/use tax compliance process.

Played a key role in international expatriate global policy development.

KOPCHICK & COMPANY, Sterling Heights, MI (2000 – 2004)

Senior Accountant

Participated in Canadian federal income tax preparation and compliance. Coordinated federal, state, and local income tax audits. Prepared personal property tax returns. Completed monthly, quarterly, and annual federal and state payroll compliance reporting as well as answered audit inquiries.

Managed all facets of tax planning and tax return preparation associated with US corporate, partnership, estate, and pension plan tax returns including federal consolidated returns and multi-state corporate tax returns.

Created accurate and reliable financial statements while ensuring the financial integrity of all data.

Early Career: Senior Tax Associate – BDO Seidman, LLP, Troy, MI (1998 – 2000); Tax Manager – Penske Auto Centers, Inc., Troy, MI (1997 – 1998); Senior Accountant – St. John Hospital, Detroit, MI (1995 – 1996); Senior Tax Consultant – Price Waterhouse, Detroit, MI (1991 – 1994)

Education & Credentials

Bachelor of Business Administration in Accounting – Walsh College, Presidential Scholarship Recipient

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