sr tax analyst

Education/Credentials

B.A. in Accounting from Portland State University

CPA license #12967

Professional Experience

XPO Logistics

Senior Tax/Financial Analyst July 2013 – September 2016

Corporate state income and franchise tax compliance

Prepared consolidated/combined as well as separate state income and franchise tax returns using Vertex software

Communicated with various state authorities regarding state income tax issues that arose

Researched various state and local income tax filing requirements using CCH research tool

Worked with federal income tax team as well as financial accounting team to obtain data necessary to complete state income tax returns

Prepared/reviewed quarterly estimated payments calculation

State income and franchise tax provision

Completed provision income and franchise tax models (credits, NOLs, etc.) for various entities

Prepared journal entries and reconciled tax accounts

Property tax compliance

State income tax audits

Revenue Recognition review and Internal Control oversight

Ensured that revenue recognized in accordance with GAAP for various customer contracts

Reviewed journal entries and reconciliations for several financial processes, with a focus on proper accounting for revenue and expense accruals

Statutory audits and compliance

Worked with the Europe team as well as various countries’ auditors to finalize statutory audit reports

Calculated/reviewed VAT for European entities

Account reconciliations and journal entries

Reconciled/reviewed cash, prepaid accounts, VAT, Accounts receivable and others

Worked on deferred rent expense re-straight lining, including post-acquisition calculations

Budgeting and Forecasting

Reviewed monthly variances comments provided by the region and made any necessary corrections/adjustments before final submission

KPMG LLP

Senior Tax Associate – State and Local Tax December 2009 – June 2013

State income and franchise tax compliance for partnerships and corporations (S corps and C corps)

Managed tax associates in various income and franchise tax compliance projects

Corresponded with State Departments of Revenue regarding various notices and followed up on the status of tax returns

Communicated with the internal federal tax department, state and local tax management, as well as clients throughout tax compliance seasons

Consulted with state tax authorities regarding various income and franchise tax issues as they arose

Researched various state and local income tax filing requirements using CCH Checkpoint and RIA research tools

Prepared and reviewed original/amended income and franchise state tax returns using GoRS, eForms and RAR tools

Prepared and reviewed state extensions and estimates

Sales and use tax compliance for LLCs and corporations (S corps and C corps)

Reviewed sales and use tax work papers and returns on a monthly basis

Completed initial sales and use tax registrations

Property tax compliance

Prepared and reviewed property tax returns using PTMS software

Communicated with clients regarding various issues as they arose

Various state consulting projects

Tax reverse audit – sales tax

Pulled invoices and reviewed transactions for taxability and proper local jurisdiction

Gathered documentation to support taxability determined

Communicated with an auditor regarding review of transactions

Voluntary Disclosure Agreements (“VDA”) – sales and use tax; income and franchise tax

Participated in determination of states with nexus

Managed state and local tax associates in various VDA projects

Drafted and reviewed VDA request letters to send out to various states

Reviewed VDA terms per the state agreements and communicated with state VDA contacts regarding various issues

Prepared and reviewed all required documents including registrations, state income and franchise tax returns as well as sales and use tax spreadsheets

Followed up with state VDA contacts regarding closing VDA cases

Property reduction analysis

Determined the effect of consigned inventory reduction on income tax in various states

Summarized the findings in a memorandum

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