Tax Manager

PROFESSIONAL PROFILE

More than fifteen years of tax experience in both corporate and public organizations. Overall leadership responsibility of the tax function and day-to-day operation of the tax department. Formulated and implemented tax policies and procedures. Superior and comprehensive technical knowledge of federal and state & local income tax. Skilled in drafting tax briefs, tax memorandums, tax opinions, tax positions and tax protests. Working knowledge of tax compliance software (OneSource). Experience with HFM financial reporting and ERP general ledger system (Oracle).

PROFESSIONAL EXPERIENCE

Staffmark

Cincinnati, Ohio

Senior Tax Accountant (02/26/2018 – Present)

Responsible for the preparation of the quarterly and year-end income tax provision by applying a sound knowledge of ASC 740, coupled with deferred tax asset/liability calculations.

Manage and coordinate tax compliance function in order to facilitate the timely filing of federal and state & local income tax returns.

Responsible for the preparation of the Canadian income tax return and monthly estimated tax payments.

Manage and coordinate tax audits, tax controversies and tax inquiries from tax authorities.

Monitor and evaluate tax law and regulation changes, coupled with relevant statutory, judicial and legislative developments.

Remain current on political and economic trends by reviewing tax technical publications and other corporate publications for technical accuracy.

Communicate and interpret risk assessments with related tax impact and exposure to senior executive management.

Manage and coordinate the research of taxation issues.

Provide multiple tax discipline expertise to brand / corporate initiatives such as mergers, acquisitions and divestitures / analytical support / ad hoc reports and special projects for senior executive management.

Responsible for the preparation of the reconciliations of the general ledger tax accounts.

Responsible for the preparation of allocations and appointment factors for state income tax returns.

St. Elizabeth Healthcare

Erlanger, Kentucky

Tax Manager (04/22/2013 – 03/18/2016)

Managed and coordinated tax compliance function in order to facilitate the timely filing of federal and state & local income tax returns.

Managed and coordinated tax audits, tax controversies and tax inquiries from tax authorities.

Monitored and evaluated tax law and regulation changes, coupled with relevant statutory, judicial and legislative developments.

Communicated and interpreted risk assessments with related tax impact and exposure to senior management.

Ensured that SOX controls and procedures were adequate and properly documented.

Managed and coordinated the research of taxation issues.

Prepared quarterly tax reporting package for the executive finance committee.

Prepared financial statement tax footnote disclosure.

Perform other duties as assigned.

Omnicare, Inc.

Cincinnati, Ohio

Tax Manager (04/05/2010 – 04/05/2013)

Managed and coordinated tax compliance function in order to facilitate the timely filing of federal and state & local income tax returns.

Managed and coordinated tax audits and tax controversies, coupled with exit conferences, assessment review and administrative appeals.

Monitored and evaluated tax law and regulation changes, coupled with relevant statutory, judicial and legislative developments.

Communicated and interpreted risk assessments with related tax impact and exposure to senior management.

Ensured that SOX controls and procedures were adequate and properly documented.

Managed and coordinated the research of taxation issues.

Managed professional team (direct and indirect).

Performed tax due diligence as it related to mergers, acquisitions and divestitures.

Prepared financial statement tax footnote disclosure.

Perform other duties as assigned.

Jefferson Wells

Columbus, Ohio

Tax Consultant (08/21/2006 – 03/19/2010)

Assisted with the tax compliance function in order to facilitate the timely filing of federal and state & local income tax returns.

Assisted with tax audits, tax controversies and tax inquiries from tax authorities.

Assisted with monitoring and evaluating tax law and regulation changes, coupled with relevant statutory, judicial and legislative developments.

Assisted with the research of taxation issues.

Assisted with preparing financial statement tax footnote disclosure.

Performed other duties as assigned.

Anthem, Inc.

Mason, Ohio

Tax Senior (05/07/2001 – 08/04/2006)

Supported the tax compliance function in order to facilitate the timely filing of federal and state & local income tax returns.

Assisted with preparing reserve analysis.

Calculated and prepared annual extensions and estimated tax payments.

Assisted with the research of taxation issues.

Reconciled direct and indirect general ledger tax accounts.

Performed other duties as assigned.

Ernst & Young, LLP

Cincinnati, Ohio

Tax Specialist (08/23/1999 – 03/30/2001)

Supported the tax compliance function in order to facilitate the timely filing of federal and state & local income tax returns.

Calculated and prepared annual extensions and estimated tax payments.

Assisted with the research of taxation issues.

Performed other duties as assigned.

EDUCATION

Juris Doctor (JD)

Madison University

Graduation: June 1, 2003

GPA: 3.56 cum laude

Master of Business Administration (MBA)

Thomas More College

Graduation: August 17, 2000

GPA: 3.641 cum laude

Bachelor of Business Administration (BBA)

University of Cincinnati

Graduation: June 11, 1995

GPA: 2.616

REFERENCES

Available upon request.

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