Tax Manager

Kim M. Sell, CPA cell: 310-***-****

***** **** ***, **** #***, Los Angeles, CA 90066 ***.****@*******.***

SUMMARY

Experienced income tax professional: specialties include tax planning, compliance, and tax provision (ASC 740). Strong Federal and multi-state income tax background includes Corporations, Partnerships, S-Corporations, Individuals, and Trusts. Audit and tax services provided for: entertainment, aerospace and defense, advertising, health care, real estate, and telecommunications industries.

PROFESSIONAL EXPERIENCE

Temporary Assignments: February 2017 – February 2018

Shamrock Capital Advisors, LLC (October 2017-February 2018)

Finance/Tax Consultant, Westwood, CA

Processed all Accounts Payable payments using Sage 100, reviewed all employee expense reports in Concur, cash management functions in Sage 100 and Concur, and fund accounting. Prepared income tax projections for all the Company’s fund accounts and related general partners. Prepared all the funds required 1099’s (50+), estimated tax payments, general business tax filings, and the Form 5471 questionnaire for multiple Companies. Also prepared all W-2’s for all employee HSA accounts, distribution and capital call letters to partners, City of Los Angeles gross receipts tax computation and several ad hoc projects, as requested by the Company’s CFO. Incorporated automation techniques within excel schedule templates to minimize errors. Prepared the Form 8802, 8821’s and Penalty of Perjury Statements for the Company’s funds to obtain the Form 6166 U.S. Tax Residency Certificate. Reviewed several Federal and State Partnership income tax returns prepared by RSM (the Company’s tax service provider).

SnF Management Company, LLC – dba Windsor Healthcare (June 2017-August 2017)

Tax Consultant, West Hollywood, CA

Prepared tax work paper s, Schedule M1 adjustments and updated all related tax roll-forward schedules. Prepared and reviewed income tax returns for the Company’s Partnerships, S-Corporations, and LLC’s, (using ProSystem Fx), which included over 46 Federal and California separate and combined (complex) income tax return filings. Created efficiencies and automation techniques within excel workbooks to minimize error risk for the Company. Downloaded and exported financial statements and general ledger account details from Citrix/Microsoft Dynamics 2010 GP (Great Plains).

OSI Systems, Inc. (February 2017-April 2017)

Tax Consultant, Hawthorne, CA

Updated roll-forward and apportionment schedules for multi-state and city tax adjustments for several OSI subsidiary Corporations and LLC’s. Created and revised tax account code mapping to automate the state tax adjustments in TAS (Tax Accounting System). Prepared and reviewed over 68 separate and combined state and city income tax returns for all 50 states, using OneSource.

Pop Media Group, a CBS/Lionsgate Partnership October 2011 – December 2016

Tax Manager, Playa Vista, CA

Solely set up and head the Pop Media Group (f/k/a TV Guide Network) Tax Department in-house. Lead and handle all of the income, property, and general tax filings for the Pop Media Group entities. The income tax provision and compliance functions, in accordance with ASC 740, involve the following business entity types: Partnerships, Limited Liability Companies (LLCs), Corporations, and Single Member LLCs.

Prepared and reviewed all Schedule M1 adjustments and related tax work papers, as well as set up all 70+ business income tax files for our Pop Media Group entities (prepared by EY). My review process and timely filing of all the income tax returns was accomplished within a two to three week timeframe my initial year (filing in all 46 states).

Quarterly and annual tax provision involved preparing our Schedule M1 Summary and all related M1 adjustment tax support schedules, which was distributed to our partners, Lionsgate and CBS.

Prepared, processed, and timely filed all quarterly estimated tax payments, extensions, income tax payments, annual Form 1042’s (foreign withholdings), and quarterly government survey census reports.

Special projects include: preparation of the Partnership’s Capital roll-forward and tax basis trial balances, preparation of the Company’s California Enterprise Zone (EZ) Sales Tax Credit schedules, which produced California tax credits of nearly $20,000 and $1,500 for FYE 3/31/11 and FYE 3/31/12, respectively. Research potential R&D tax credit savings. Currently involved in coordinating our Company’s New York City Commercial Rent Tax Audit for 2011 through 2016.

Timely respond to all tax compliance notices for our Company’s legal entities. Drafted letters to state taxing agencies and was successful in getting penalties waived (i.e. Massachusetts and New York). Also prevailed in getting an erroneous business tax assessment (over $176,000) from the City of Los Angeles corrected to reflect no balance due.

Kim M. Sell, CPA cell: 310-***-****

Northrop Grumman Corporation July 2003 – August 2011

Senior Tax Accountant, Los Angeles, CA

• Managed and coordinated our Fortune 100 Company’s business income tax planning and compliance functions for two of our seven Northrop Grumman Corporation’s Sectors: Information Technology and Mission Systems (accounting for nearly 26% of our annual Company-wide sales of almost $34 billion).

• Coordinated, analyzed, and reviewed all Federal tax data submissions from our business units for the quarterly FAS 109 rolling forecasts and year-end tax provision. Revised and/or verified the accuracy of the permanent and temporary timing differences. Researched current Federal and state income tax laws.

• Annual tax planning included preparation of the Annual Operating Plan (AOP) and long-range tax projections, in accordance with FAS 109 and FIN 48. Our Company’s five-year forward pricing rate proposal (FPRP) is needed for state income tax projection purposes, requiring Defense Contract Audit Agency (DCAA) approval.

• Trained and assisted newly-hired staff with quarterly provision data accuracy, income tax return compliance, and numerous Company mergers and acquisitions issues. Provided documentation for Sarbanes Oxley (SOX) implementation related to long-range forward pricing and state income tax return preparation.

• Consistently exceeded income tax preparation goals by as much as 25%. Prepared and reviewed Federal business income tax returns (from 30 to 40 annually) and cumulative deferred tax analysis for all assigned entities. State and local income estimates and tax return preparation (up to 80 state tax return filings), for which I was assigned 15 separate and combined states.

• Successful in getting over $100,000 of penalties waived, which involved a number of state income tax liability assessments. Responded and dealt with over 100 state income tax notices on an annual basis.

Katz, Fram & Co., Los Angeles, CA August 2002 – May 2003 Merdinger, Fruchter, Rosen & Company, P.C., Los Angeles, CA April 2002 – August 2002

Tax Consultant / Audit Manager

• Income tax planning and compliance for professionals, actors, and entrepreneurs.

• Solely managed and responsible for a telecommunications company audit.

Miller & Co., LLP, Santa Monica, CA November 1998 – February 2002

Senior Accountant

• Generated annual gross revenues exceeding $300,000, interviewed, trained and supervised staff .

• Researched income tax laws and prepared income tax returns for all entity types: Individuals (50%), Partnerships (30%), Corporations (10%), and Trusts (10%).

• Prepared financial statements and disclosures for audits, reviews, and compilations involving SEC and private companies.

• Performed consulting, tax planning, write-up, payroll services, pension plan accounting, and budget analysis.

• Prepared and reviewed quarterly (10Q) and annual (10K) financial statements and disclosures for accuracy and completeness.

• Performed efficient and quality audits for SEC companies, in compliance with GAAP, FASB, and SEC rules and regulations.

SKILLS AND QUALIFICATIONS

• Computer software proficiency includes the following applications: Sage 100 (fka Mas 90), Concur Expense Reporting, Citrix Systems, Microsoft Dynamics 2010 Great Plains (GP), OneSource, Corptax, ProSystem fx, Lacerte, Fast Tax, Microsoft Office: Excel, Word, Outlook, Access database, SAP, LX, Quicken, QuickBooks, World Records, and tax research programs: CCH, RIA, and BNA

• Possess excellent written, verbal, and analytical skills

• Well organized, proactive, detail-oriented, and proficient

EDUCATION, AWARDS, AND MEMBERSHIPS

Masters in Taxation Program in progress, Golden Gate University, GPA is 3.3. Tax courses taken include: Advanced Federal Income Tax, Tax Research and Decision Making, and Property Transactions.

Bachelor of Science Degree - Accounting and Business Admin., Mount Mercy University

Timely Appreciation (TAP) Awards received from Northrop Grumman (2003-2010)

Recognition Awards received in 2009 and 2010 from Northrop Grumman Corporation

CPA Certificate, 2001

AICPA member since 2002 and Member of Cambridge Who’s Who

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