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Manager Tax

Atlanta, Georgia, United States
January 15, 2019

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

Atlanta, Georgia 30344



Senior Tax Manager 9/08-6/18 IHG (Intercontinental Hotels Group) Atlanta, GA

Managed the collection, organization, analysis, and flow of tax preparation data from internal and external sources to PricewaterhouseCoopers to ensure timely filing of 250+ state income tax returns

Provided guidance, support, and review to staff during the information gathering process

Ensured compliance with SOX guidelines

Drafted responses to State information document requests to support company’s position taken on state income tax returns

Computed state effective tax rate and state tax contingencies for recording at the corporate level. Provided financial reporting information to the UK and to external worldwide auditors quarterly, at the end of each year, and for forecasting purposes

Assisted with the Tax Department with the implementation of international tax planning projects

Assisted the Tax Directors and VP Tax Counsel on other planning projects, including mergers and acquisitions

Supervised permanent staff of three, full time contractor, and varying number of loan staff

Accomplishments: partnered with external consulting firm and internal payroll department to qualify and utilize $8.5M of Georgia Quality Jobs Tax Credits

Tax Manager 2/08-6/08 Porter Keadle Moore, LLP Atlanta, GA

Prepared and reviewed corporate income tax provision calculations

Prepared and reviewed corporate and individual income tax returns and estimated tax payment calculations

Filled role of income tax credit manager by working as loan staff for major retailer

Supervised permanent staff of six

Federal Income Tax Manager 02/07 – 02/08 The Home Depot, Inc. Atlanta, GA

Senior Tax Accountant 10/04-02/07

Drafted/reviewed responses to IRS audit requests to support company’s position taken on federal income tax return

Managed income tax credit process by partnering with internal associates and outside vendors. Researched law changes to determine impact on company and to provide support to defend company’s position during audit

Reviewed Federal income tax returns, quarterly estimated tax payment calculations, quarterly income tax provision calculation, work paper documentation and related accounting. Calculated quarterly effective income tax rate

Assisted with conversion of over 2 million fixed assets from legacy system to SAP fixed asset database. Maintained tax basis of fixed assets, including posting of audit adjustments, cost-segregation and other book/tax adjustments. Calculated tax basis depreciation on a quarterly basis for provision, effective rate, and estimated payment calculations. Partnered with IRS and Pricewaterhousecoopers to execute cost-segregation Pre-Filing Agreement

Supervised permanent staff of four

Manager, Policyholder Tax Reporting 06/00-09/04 The Canada Life Assurance Company Atlanta, GA

Reviewed/prepared Federal and state corporate premium tax returns and quarterly estimated tax payment calculations.

Reviewed calculations, work paper documentation and related accounting for quarterly state premium tax, guaranty assessments, and federal income tax provisions for Canadian GAAP and NAIC financial statements.

Reviewed Federal/state income tax withholding payments; monthly, quarterly and annual payroll tax returns. Coordinated monthly imports from administrative systems into Form 1099/W2 database. Communicated with all levels of the organization to resolve tax reporting issues.

Prepared correspondence to taxing jurisdictions to minimize overall tax liability, to ensure compliance with tax law and to protect the company’s position during audit.

Coordinated year-end tax reporting including management of data input, printing, mailing and transmission of over 100,000 Forms 1099 and 10,000 Forms W-2. Monitored Business Units in Atlanta, New York, Toronto, Regina, and Puerto Rico to ensure accurate and timely import of data. Reviewed Federal Forms 945 and 1042 and state annual income tax reconciliations to ensure tax return data agreed with Forms 1099 and W2 data.

Supervised permanent staff of three and temporary staff of two.

Accomplishments: Developed relationship with IRS contact, researched old outstanding IRS tax notices and subsequently filed corrected payroll tax returns to have over $200,000 of proposed penalties abated by the IRS.

Senior Staff Accountant 6/97-6/00 Lischkoff & Powell, PC Birmingham, AL

Completed corporate and partnership year-end closings, including preparation of financial statements, income tax returns and contractors’ licenses. Industry experience included construction, wholesale, service, and non-profits.

Prepared personal financial statements and tax planning strategies for individuals and their related entities

Assisted with supervision of workflow among staff, including project planning and review of completed projects

Senior Staff Accountant 11/92-6/97 Lawrence & Lawrence, PC Mobile, AL

Completed corporate year-end closings, including preparation of financial statements, income tax returns and contractors’ licenses. Prepared personal financial statements and tax planning strategies for individuals and their related entities.

Performed monthly bookkeeping services including preparation of quarterly payroll reports and job cost reports.


BS Accounting & Finance, Jacksonville State University Jacksonville, AL 5/92

Certified Public Accountant, State of Alabama, Certificate #7242 11/95


Project management experience: organizing, planning, and executing large-scale projects from conception through implementation, including the ability to plan, delegate work and manage a tax compliance process within deadlines and budgets

Proficient with SAP, CorpTax, OneSource Tax, Longview, Windows Office Suite

Excellent verbal and written communication skills

Strong analytical skills and problem-solving abilities

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