Manager Sales
Resume:
JEFFREY T. WOOD, CPA
**** **** ******; Boca Raton, FL 33486
*******.*******.****@*****.***
TAX MANAGER – Renfro Corporation, Mount Airy, NC, July 2017 – April 2018
• Reviewed federal (Forms 1065, 1120, 5471 & 5472) and state income & franchise tax returns and state & municipal sales tax returns.
• Prepared annual and interim tax provisions (ASC 740). TAX MANAGER – Diamond Resorts, Inc., Las Vegas, NV, April 2017 – July 2017
• Prepared annual and interim tax provisions (ASC 740). TAX CONSULTANT/MANAGER TAX PROVISION – Office Depot, Inc., Boca Raton, FL, March 2016 – March 2017
• Managed interim and annual tax provision process.
• Reviewed federal, state & local corporate income & franchise tax returns. TAX CONSULTANT – Jeffrey Wood, CPA, November 2015 – August 2016
• OneSource Tax Provision Consulting –GEO Group, Inc. TAXSTREAM IMPLEMENTATION MANAGER – Thomson Reuters, September 2010 – September 2015
• Met with customer’s tax departments to develop a strategy to implement provision software.
• Prepared and presented implementation plans to customers for approval.
• Managed and executed implementation plans and help client develop best practices.
• Trained clients on the correct use of OneSource Tax Provision (f/k/a TaxStream).
• OneSource tools typically deployed for customers: Base Enterprise System, Configured Payable, Configured Journal Entry, Tax Basis Balance Sheet, Active Workpapers, Excel Add-in, and Global Access. CORPORATE TAX MANAGER– FirstService Residential Management, Inc., Dania Beach, FL, June 2009 – September 2010
• Prepared and reviewed federal (Forms 1065, 1120 & 5472), state & local corporate income & franchise tax returns.
• Prepared annual and interim tax provisions (ASC 740).
• Implemented FirstService Residential Management Division’s tax accrual software (TaxStream).
• Created tax cash needs for corporate treasury and maintained the estimated tax payment process. CORPORATE TAX MANAGER– Mednax. Inc., Sunrise, FL, June 2008 – February 2009
• Assisted with the preparation of the quarterly tax provisions (ASC 740).
• Prepared quarterly tax estimated tax payments with Corp Tax State Tax Planner.
• Reviewed federal, state & local corporate income & franchise tax returns. CORPORATE TAX MANAGER– Bluegreen Corporation, Boca Raton, FL, February 1998 – June 2008
• Automated the data collection process and streamlined tax return preparation process and cutting compliance time by 50%. This process involved building dual-purpose tax adjustment workpapers and apportionment schedules to populate both TaxStream and Vantage Tax databases.
• Developed and implemented FIN 48 and SOX 404 policies & procedures and workpapers.
• Prepared tax footnote for company's Annual & Quarterly Reports (Form 10K, 10Q) including preparation of SFAS 109 tax balance sheet, effective rate computation, deferred tax assets & liabilities, and tax account reconciliations to identify current and deferred tax accruals. (Including FAS 5 [a/k/a ASC 450] contingencies)
• Reorganized members of affiliated group to smooth out separate state income by converting/merging profitable separate subsidiaries into single member LLCs of loss entities, reducing corporate state effective rate by 60%
(Resulting savings years 1-6: $900k, $750k, $650k, $500k, $500k, $500k, respectively).
• Provided forecast tax rates and tax payment estimates for corporate wide budget process and provided quarterly actual to estimates to the treasurer
• Managed and closed federal and state income & franchise, sales & use and tangible property tax audits. Bluegreen Continued:
• Applied for change in the method of accounting (Form 3115) for: (1) Lot sales from installment sales to percent complete, resulting in year 1 deferred income increase of $4.5 million. (2) Depreciate specific golf course items
(greens with significant push-up construction) historically treated as land.
• Reviewed and prepared federal (Forms 1065, 1066 [REMIC], 1120, 5471 & 8865), state & local corporate, partnership income & franchise tax returns.
TAX CONSULTANT– Office Depot, Inc., Delray Beach, FL, March 1997 – February 1998
• Prepared federal (Forms 1065 & 1120), state & local corporate and partnership income & franchise tax returns.
• Prepared tax adjustment workpapers and created apportionment schedules.
• Assisted in the implementation of CorpTax compliance and provision software.
• Assisted in the preparation of the quarterly and year-end tax provisions (ASC 740). TAX ACCOUNTANT– Brothers Gourmet Coffees, Inc., Boca Raton, FL, October 1996 – March 1997
• Prepared state & local corporate income & franchise tax returns.
• Developed a year-end provision package (SFAS 109).
• Interfaced with state income, franchise tax, sales & use tax auditors. TAX ACCOUNTANT– W.R. Grace & Co., Boca Raton, FL, June 1995 – October 1996
• Prepared federal (Forms 1065 & 1120), state & local corporate and partnership income & franchise tax returns.
• Prepared amended returns for 46 states from Federal RAR Adjustments.
• Created apportionment schedules rolled into combined, consolidated returns for multi-state entities, including state returns for more than 300 active subsidiaries. Made factor adjustments for throw-back/throw-out.
• Assisted in preparation of tax provision (SFAS 109).
• Reviewed, prepared multi-state sales & use tax returns (STM-Fast-Tax).
• Interfaced with state income, franchise tax, sales & use tax auditors.
• Created related expense workpapers for various state add-backs employing methods of attribution including: DC Formula, Percentage Method, and State Modified 1118.
• Exposed to sophisticated tax-planning strategies minimizing state income tax from gains on sale of discontinued operations, including plans involving creation and development of non-business fact patterns.
• Assisted in the implementation of Insource income tax compliance software. TAX ACCOUNTANT– Lanier Worldwide, Inc. (Harris Corp.), Fort Lauderdale, FL, June 1994 – June 1995
• Prepared year-end tax package (SFAS 109).
• Gathered support for parent corporation tax workpapers, created apportionment schedules for multi-state apportionment factors.
• Reviewed, prepared multi-state sale & use tax returns (Vertex) and interfaced with state sales & use tax auditors.
• Maintained fixed asset system (FAMS-Price Waterhouse). EDUCATION
Bachelor’s of Science - Accounting: Florida Atlantic University December 1991 OneSource Tax Provision Certified Implementation Certificate December 2011 Deloitte Financial Accounting & Reporting – Advanced Income Taxes (December 2010). PROFESSIONAL MEMBERSHIPS & CREDENTIALS
Certified Public Accountant (CPA) License: State of Florida (1994) American Institute of Certified Public Accountants and Florida Institute of Certified Public Accountants Tax Executive Institute
OneSource Provision (f/k/a TaxStream) – Certified Implementer Program COMPUTER SKILLS
Microsoft Office: Excel, Word, Power Point, and Access Vertex: Vantage Tax (f/k/a AACTS)
OneSource (Insource), OneSource Provision (TaxStream: Tax Accrual Software) and RIA Check Point: Federal & State
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