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Manager Tax

Location:
Hartford, Connecticut, United States
Posted:
October 30, 2018

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Resume:

COLLEEN CODY, CPA ac7j5a@r.postjobfree.com

P. O. Box 375 Cell: 617-***-****

Danvers, MA 01923

PROFESSIONAL EXPERIENCE SUMMARY SEEKING PERMANENT PLACEMENT:

The following positions were primarily in Consulting Tax assignments at Corporate clients utilizing my extensive software, business acumen and both domestic and international tax experience backgrounds with always continuing employment based on skill sets and demonstrated capabilities after leaving the full time Corporate company worlds.

Keurig, Inc., Burlington, MA (March

CORPORATE TAX CONSULTING PROJECTS 2011 - Present

2017 - Present)

A leader in specialty coffee and innovative single serve brewing.

Tax Consultant

Defended upon audit, amended state tax returns resulting in $21M of income tax refunds due to a change in ultimate sales destination with all returns prepared in OneSource.

Calculated tax earnings and profits for all foreign subsidiaries since their inception.

Developed a tax grid for use in Canada for all products sold for GST and PST purposes.

Prepare all pertinent foreign banking and financial account disclosure information for the Company and key executives.

Xura, Inc. F/K/A Comverse, Inc., Wakefield, MA August 2015 - March 2017)

Global provider of digital communication solutions to CSPs (communication service providers) delivered via the cloud in “software as a service”.

Tax Consultant

Prepared all extensive detailed calculations for the World-Wide FIN 48 Income Tax Reserves and prepared state income tax returns through OneSource.

Lionbridge Technologies, Inc., Waltham, MA (Tax Consulting Projects repeat business)

(April - July 2015) & (August 2011 - February 2012)

Leading provider of language, development and testing solutions for clients’ technology applications and content globally reporting to the Vice President of Tax as Tax Consultant both times.

Reconciliation of the World-Wide Income Tax Payable for Quarters #1 and #2 of 2015.

Preparation of the Income Tax Disclosures for the Form 10-Q for Quarters #1 and #2 of 2015.

Preparation of 92 Form 5471s and 30 Form 8858s including their required statements for the US Corporation Income Tax Return for 2014 with all preparation completed in OneSource.

Forrester Research, Inc. Cambridge, MA (November 2013 - December 2014)

A provider of proprietary research, consumer and business data, events and online communities and peer to peer executive programs.

Tax Consultant reporting to the Vice President of Tax responsible for preparation of Consolidated Affirmative Claims covering two tax years adjusting reporting of the 5471’s, and foreign tax credit information yielding significant income tax refund with all reporting was prepared in OneSource.

American Tower Corporation, Boston, MA (June 2012 - December 2012)

Leading independent owner and operator of over 49,000 communication sites for the wireless and broadcast industries.

Tax Consultant (former employee) reporting to the Tax Director involved in preparation of Corporate and Partnership State Tax returns with all tax preparation done utilizing OneSource.

Reviewed monthly taxable income calculations for REIT testing.

COLLEEN CODY, CPA Cell: 617-***-**** ac7j5a@r.postjobfree.com Page Two of Three

Affiliated Managers Group, Inc., Prides Crossing, MA (March - June 2012)

A global asset management company with $327.5B in assets under management.

Tax Consultant reporting to the Tax Director involved in the preparation of the tax reporting packages for 60 Form 5471s and 20 Form 8865s for the 2011 tax filing season.

Creation of the tax work papers for limited partnerships previously categorized as disregarded entities and responded to IRS IDR’s regarding Form 1118 inquiries.

Beacon Roofing Supply, Inc., Peabody, MA (February 2011 - August 2011)

A publicly traded leader in the wholesale and roofing supply industry with $2B in revenue.

Interim Corporate Tax Director reporting to the Vice President of Finance.

Preparation of Consolidated Federal Tax Return along with the preparation of 46 State Tax Returns.

Completed the response package to the Canadian Revenue Agency for the transfer pricing audit.

Prepared amended state tax returns reporting the results of a Joint Committee Audit which generated $500,000 of state tax savings.

ASPEN TECHNOLOGY, Burlington, MA 2008 - 2011

World’s leading supplier of software that optimizes process manufacturing with over $500M in sales and operating in 35 countries.

Senior Manager Tax

Reporting to the Vice President of Tax, responsible for domestic and international tax reporting and compliance.

Key contributor to FAS 109 and FIN 48 efforts and Financial Reporting team which enabled a back filer to be caught up and relisted on the NASDAQ stock exchange.

Managed the global intercompany netting process significantly reducing tax exposure in foreign jurisdictions. Established intercompany policy and procedures for the netting process.

Led corporate simplification project eliminating 40 legal entities globally.

TRIGEN CORPORATION, Boston, MA (company purchased) 2006 - 2008

Provider of economical and environmentally responsible energy solutions to over 1,200 customers in a broad range of industries and venues with revenues of $480M.

Tax Director

Reported to the Vice President and Controller, with responsibility for all aspects of the tax function and establishing the infrastructure for a newly created internal function.

Implemented company-wide Corporate Service Agreements resulting in state tax savings of $2.5M and oversaw U.S. GAAP income tax provision process under SFAS 109 and FIN 4.

SYRATECH CORPORATION, Boston, MA (company purchased) 2004 - 2006

A leading domestic manufacturer of sterling silver flatware and hollowware with over $200M in sales.

Tax Director

Reporting to the Vice President of Finance, manage all aspects of the tax function both domestic and foreign during a period of reorganization and turnaround.

Managed the Joint Committee I.R.S. Corporate Income Tax Audit through to conclusion while minimizing the tax assessment to less than 1% of the original $7.5M Federal Income Tax refund.

Concluded Hong Kong and Puerto Rican tax audits resulting in zero tax assessments.

Worked with corporate team to emerge from pre-negotiated Chapter 11 plan of reorganization.

Key contributor to Asian Restructuring Team, which resulted in a simplified corporate structure and a reduction of Hong Kong taxes by $2 million per year prospectively.

Determined Company’s global tax provision in accordance with SFAS 109.

COLLEEN CODY, CPA Cell: 617-***-**** ac7j5a@r.postjobfree.com Page Three of Three

AMERICAN TOWER CORPORATION, Boston, MA 2001 - 2004

$1.1B infrastructure provider to the wireless, Internet and broadcasting industries.

Tax Manager

Joined the company as an independent tax consultant and subsequently promoted to Tax Manager.

Responded to a backlog of I.R.S. and state taxing authority notices, achieving substantial savings.

Prepared federal and state NOL carry-back claims generating refunds more than $1.5M.

Teamed with Legal and Finance to simplify a complex legal structure following numerous acquisitions.

NEN/PERKINELMER LIFE SCIENCES, INC., Boston, MA (company was purchased) 1998 - 2001

The third largest provider of drug discovery and genetic screening tools in the world. Revenues of $350M.

Tax Director

Reporting to the CFO, responsible for the design, refinement and implementation of a worldwide tax strategy for a business with 11 domestic and foreign legal entities operating in over 100 countries.

Analyzed transaction costs relative to mergers and acquisitions resulting in $11M of tax deductions.

Evaluated the R&D and manufacturing reporting systems that yielded $500K of additional tax credits.

Prepared the Company’s income tax provision in accordance with SFAS 109.

Prior experience as Tax Director, Assistant VP Taxes, Manager of Accounting etc. can be discussed in a personal interview.

EDUCATION:

Bentley College, Waltham, MA

Master of Science in Taxation

Bachelor of Science in Accounting (with high honors)

CERTIFICATIONS:

Certified Public Accountant, Commonwealth of Massachusetts



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