Federal & State Income Tax Compliance & Reporting

Milagros LaBoy, CPA, MST

** ****** ******

Southbridge, MA 01550

Cell 508-***-****

E-mail ********@***.***

Summary of Qualifications:

Master of Science degree in Taxation

Certified Licensed Public Accountant (CPA) in Massachusetts

9 years of Corporate Tax Compliance & Reporting

Project Management, Tax Research & Software administration

Software: MS Office Suite, CorpTax, TurboTax, UltraTax, CCH Perform Plus, RIA Checkpoint, Tax Dimensions, Vertex, and Insource Express RS.

Award: Valedictorian Award at the undergraduate level and High Distinction recognition at the graduate level. Recipient of several scholarships at the undergraduate and graduate level.

Education:

Sep 2001 – Jul 2002 Bentley College Waltham, MA

Master of Science in Taxation and Certificate in Financial Planning (GPA 3.94)

Licensed CPA in the state of Massachusetts, Member of AICPA & MSCPA

Jun 1996 – Jul 1998 Interamerican University Arecibo, PR

Bachelor of Arts in Accounting (GPA 4.0)

Member of the Who’s Who Among American Students, Honor Society & Accounting Society

Professional Experience:

2010 – present Self-employed

Maintaining the bookkeeping and preparing the tax return of a few local businesses and individuals.

2010 – 2010 BAE Systems 603-***-**** Nashua, NH Multinational Defense Company

Senior Tax Analyst

Responsible for assisting the company with various tax projects such as implementing controls for sales & use tax reporting as well as income tax reporting. Also assisted in the reconciliation of the fixed assets roll over schedules.

2008 – 2009 Rogers Corporation 860-***-**** Killingly, CT Medium Sized Publicly Traded Manufacturing Company

Senior Tax Analyst

Tax compliance work such as preparation of consolidated federal & state income tax returns, sales tax returns, property tax returns, and annual report filings. Responsible for the tax software coding & administration.

Calculated & ensured that the estimated tax payments & extensions were accurately prepared & paid in a timely manner.

Analyzed and reconciled tax accounts on a quarterly basis. Assisted with the quarterly tax provision reporting process, FAS 109, return to accrual analysis, & FIN 48.

Assisted with US federal and state tax audits and filing of forms related to international transactions such as forms 1118, 5471 & 5472.

Performed other related miscellaneous tax projects such as creating tax procedure memos & standardizing the tax return workpapers. Exposure to transfer pricing & organizational restructure projects related to international taxation in order to minimize the company’s tax liability.

2006 – 2008 United Technologies Corporation 860-***-**** Hartford, CT Publicly Traded Multi-Billion Dollar High Tech Manufacturing Company

Senior Tax Analyst /Supervisor

Reviewed staff & co-source prepared federal & state income tax returns as well as reviewing estimated tax payments & extension calculations.

Provided guidance and direct support and training to several tax interns as well as tax contractors

Responsible for FAS 109 reporting for assigned business units

Assisted with mergers and acquisitions including preparation of stub period returns, goodwill amortization calculations & other purchase accounting reporting such as 338 elections

Responsible for coordinating data requirements, including trial balances, tax packages & state apportionment for assigned business segment returns. Prepared assigned complex federal & state (combined & unitary) income tax returns for the parent companies

Assisted with the federal consolidation & with the year end closing at assigned business segment as well as at the corporate office

Assisted the Tax IT department with the implementation of CorpTax ETS (a global web based tax application that supports the company’s compliance & provisioning processes)

Responsible for working closely with the ETS program management office, UTC tax professionals, & Deloitte consultants throughout the system implementation

Participating in all stages of ETS projects, including entity management, work paper development, testing, end-user set-up, and training development as well as providing ETS application functional support & assisting with the integration of ETS various data sources such as HFM & Upstream

Established, documenting, maintaining operational processes & controls for administration

2005 – 2006 Xerium Inc. 919-***-****, Westboro, MA Medium Sized Publicly Traded Manufacturing Company

Senior Corporate Tax Accountant

Assisted on the reporting of FAS 109

Responsible for the preparation and timely filing of the federal and state income tax returns (including combined and consolidated returns) & preparing other miscellaneous tax filings, such as sales tax returns and annual reports. Prepared estimated tax and extension calculations

Identified federal and state tax issues that need to be addressed and perform tax research on an ad hoc basis as needed

Reconciliation of Sales/Payroll/Property apportionment factors for subsidiaries

Responsible for worldwide year end provision calculations

Reviewed and reconciling tax packages from subsidiaries, recording detail of subsidiaries calculations and combining to consolidate into worldwide rate rec & deferred assets/liabilities schedules

Reported interest on Form 1042, maintaining electronic funds transfer accounts and registrations, assisting with the filing of Forms 5471 & 5472

Administered the tax software, including the coding for schedule M-3

Assisted in other domestic and international tax reporting processes, such as the preparation of the tax footnote, and analysis and contributing to various ongoing tax planning and research projects.

2004 – 2005 Citizens Bank 401-***-**** Lincoln, RI Banking & Financial Services Company

Corporate Tax Accountant

Responsible for preparing domestic federal, state and local tax filings of assigned companies as well as the preparation of tax estimates and provisions in a manner that ensures compliance with tax laws while minimizing tax liabilities

FAS 109 reporting for assigned companies

Participating in the development of written responses to federal, state and local tax inquiries

Ensuring that the organization complies with periodic tax payment, information reporting, and other taxing authority requirements

Performing month end reconciliation of tax accounts

Organizing and maintaining tax records and conducting tax studies as needed

2001 – 2004 Footstar, Inc. 201-***-**** Worcester, MA Publicly Traded Multi Billion Dollar Retail Footwear Company

Tax Accountant/Analyst

VAT Compliance work

Tax compliance work such as preparing corporate federal, state /local extensions, estimated tax payments and income tax returns (individual and consolidated), franchise and gross receipts returns, withholding returns, personal property returns, and annual reports.

Performed book to tax account reconciliations, and other computerized accounting procedures

Maintained supporting schedules and a tax calendar to track filing due dates, organizing and maintaining tax records, conducting tax research and participating in various other planning projects.

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