Manager Tax

M a r k H. L i p s k i

**** ********* *****, **********, ** 47715

CELLULAR 425-***-**** EMAIL ****.********@*****.***

objective

Obtain a tax position with a large multi-national corporation with an emphasis in tax compliance & provision.

Where my significant federal, state and international tax compliance skills, tax provision, superior tax

research, excel skills can be highly utilized to ensure senior management in achieving legal reporting

requirements and goals.

professional experience

Rolls-Royce North America, Inc. (Feb 2017 - April 2015) Contract Tax Manager at tax corporate tax

headquarters in Indianapolis, IN. Rolls-Royce has approx. 5,500 employees and revenue in excess of 4.5

billion.

• Preparation of complex domestic entities, 1120 Federal Income Tax returns, using Vertex

Tax, SAP Enterprise.

• Download of all the SAP Rolls-Royce trial balances, modify and upload to Vertex Tax.

Verify new accounts for mapping in tax software.

• Update and modify current year tax work papers.

• Extensive high level use of Excel.

Springleaf Financial, Inc. (December 2013 – January 2015) Lead Tax Analyst

Lead Tax Analyst for Springleaf Financial, Inc. at the tax corporate headquarters in Evansville IN. Springleaf

Financial has approx. 4,500 employees and revenues in excess of 1.8 billion.

• Preparation of domestic entities, compliance emphasis, Federal, Multi-State (separate and

unitary) corporate tax returns using CorpTax software, GL Essbase.

• Preparation of private foundation 990 tax returns,

• Compilation of apportionment factors.

• Quarterly and annual premium tax returns for various insurance companies using Premium

Pro tax software.

• Quarterly State tax estimates, cash tax template & state tax extensions & payments.

• Preparation of federal tax M3’s, depreciation, fair value etc.

• Research taxes issues and resolve disputes and inquiries from tax authorities.

• Provision state tax reconciliation

• Proficient in excel worksheets.

• Internal controls documentation.

Dow Jones and Company, Inc. (January 2012 – December 2013) Senior State Tax Specialist

Senior State Tax Specialist for Dow Jones Inc. & Company, at the tax corporate headquarters Princeton, NJ.

Dow Jones is a News Corporation company. Dow Jones/ News Corp have approx 5,000 employees and

revenue in excess of 8.9 billion.

• Preparation of domestic entities, compliance emphasis, 1120, 1065, Federal and Multi-

State combined and separate corporate tax returns using CorpTax, CorpTax Office, and

CorpTax Calendar & CorpTax Work Space. GL PeopleSoft EPM.

• Preparation of foreign entities, compliance emphasis 5471, 8858, 8865 and 1118

preparation

• Quarterly and annual tax provision analysis and schedules for domestic, foreign country

and other global schedules. And the principals of ASC 740.

• Preparation of E&P and taxes pooled & support from all foreign subsidiaries..

• Compilation of tax factors and income sourcing for the consolidated state apportionment

tax factors workbook.

• Preparation of foreign monthly sales tax filings and prepare data for 3rd party tax filings.

• Quarterly State tax estimates, cash tax template & state tax extensions & payments.

• Maintain tax fixed assets, intangible assets for state tax modifications basis.

• Perform tax research as necessary to support tax positions and other special projects as

assigned during relevant periods.(RIA Checkpoint, CCH & BNA)

• Assist with state & local audit response.

• R&D Sec 174 analysis.

Expedia Inc. (May 2011 – Sept 2011) Senior Tax Analyst, Contractor,

Retained as a Senior Tax Analyst Contractor for Expedia Inc. Expedia operates several of world’s largest

internet travel sites. Expedia has approx 8,900 employees and revenue in excess of 3.5 billion, positioned at

the tax corporate headquarters in Bellevue, WA.

.

• Preparation of domestic entities, 1120 Federal and State consolidated corporate tax returns

using Corp Tax software.

• Tax research and other special projects as assigned.

• Analysis and compilation of the state apportionment factors workbook.

• Texas Margin Tax return preparation.

• ASC 740 (FAS 109), tax provision.

Stryker Corporation (February 2011 – May 2011) Corporate Tax Contractor – Global Compliance.

Retained as a Corporate Tax Contractor for Stryker Corporation. Stryker is a global medical technology firm

which develops and produces medical implants, surgical and imaging technologies. Stryker has approx

17,000 employees and revenue in excess of 7 billion, positioned at the tax corporate headquarters in

Kalamazoo, MI.

• Preparation of 10 of the 21 domestic entities 1120 federal corporate tax returns using

Corptax and Adobe Pro X paperless software...

• Participate in the year-end ASC-740-10 reserves and budget tax provision process.

• Evaluate compliance processes and create efficiencies.

• Analysis and compilation of the state apportionment factors workbook.

• Preparation of state quarterly estimated tax payments, annual reports, B&O returns,

business licenses and various state tickler items.

• Assistance with other special projects as assigned.

Professional Consulting Service, (January 2010 – January 2011)

• Prepared financial compilations for several local car dealerships.

• Prepared Preparation of federal, state, corporate, partnership, individual and trust income

tax returns and multi-state apportioned corporate tax returns.

• Prepared amended federal consolidated tax returns, including all M-1’s and all related work

papers.

Mobilepro Corporation, (July 2009 – October 2009) Tax Manager Contractor,

Retained as the Tax Manager for Mobilepro Corporation. Mobilepro is a telecommunications and internet

service provider company. Mobilepro has eight domestic subsidiaries with tax nexus in forty three states and

revenues in excess of $60 million. Tax corporate headquarters Cleveland, OH.

Responsibilities included:

• Prepared federal consolidated tax returns, including all M-1’s and all related work papers.

• Analysis and compilation of the state apportionment factors work book and preparation of

65 multi-state corporate income tax returns.

• 5471’s preparation.

• Research tax issues with current year filings.

• Prepared 38 amended multi-state corporate income tax returns

Security Properties, Inc. (January 2009 – April, 2009) Senior Tax Accountant Contractor,

Retained as a Senior Tax Accountant for Security Properties, Inc. SPI is a private multi-faceted real estate

enterprise company, with 60,000 housing units – with an aggregate value of $2.9 billion, headquartered in

Seattle, WA.

Responsibilities included:

• Prepared federal and state corporate tax returns, partnership tax returns and franchise tax

returns.

• Review tax returns prepared by outside tax preparers and other staff members.

• Prepare federal and state tax estimates for partnerships, corporations and executive owners.

• Cross-functional teamwork - assists and train staff on CCH Prosystems tax software.

• Research taxes issues and resolve disputes and inquiries from tax authorities.

• Prepare special projects as needed.

URS Corporation (April 2008 – November, 2008) Senior Tax Analyst- SALT Contractor,

Washington Division – Tax corporate headquarters Boise ID

Retained as a SALT Senior Tax Analyst for URS Corporation. URS is one of the largest, global, fully

integrated engineering, construction and technical service firms. URS has over 56,000 employees, one

hundred plus entities with revenues in excess of $10 Billion.

Responsibilities included:

• Plan, develop post-merger integration of two multi-billion dollar companies state estimated

tax filing system with over 175 corporate entities. (Due to merger of URS & WGI brought

in house. URS files over 900 state tax returns.)

• Prepared quarterly federal and state tax estimates filings for all entities.

• Cross-functional teamwork on complicated tax projects.

• Set up the EFT for filing state estimated tax payments.

• Extensive tax research for special projects.

• Resolution to federal. state and local corporate tax issues.

• Multi-State corporate tax compliance using CorpTax software.

Amazon.com Inc. (November 2007 –March 2008) Tax Manager – SALT Contractor,

Retained as a SALT Tax Manager for Amazon.com Inc. Amazon is a Fortune 500 company over 15,000

employees and revenues in excess of $12 Billion tax corporate headquarters Seattle, WA.

Responsibilities included:

• Research advanced state and local income tax issues for a company engaged in highly

sophisticated and complex SALT planning.

• Assist in preparation of federal, state and local tax returns.

• Analysis and planning regarding proposed legislation in various state and local

jurisdictions.

• Review of financial data for proper application of tax laws, structures.

• Modeling of effective tax rate posture and cash tax position for domestic subsidiaries.

• FIN 48 state tax analyses in cross-functional teamwork setting.

Emeritus Corporation (July 2007 – November 2007) Tax Specialist Contractor,

Retained as a Tax Specialist for Emeritus Assisted Living, Inc. Emeritus is the third largest company in the

assisted living industry, with over 16,000 employees, twenty one domestic subsidiaries and revenues of

approximately $600 Million, tax corporate headquarters Seattle, WA.

Responsibilities included:

• Preparation of federal, state and local corporate consolidated tax returns.

• Analysis and compilation of the state apportionment factors workbook.

• Preparation of 35 states corporate tax compliance –consolidated,

combined and separate filings..

• Preparation of account reconciliations.

• Review of reconciliations and work papers supporting general ledger balances for M-3 tax

accounts.

• Assistance with other special project as assigned.

• Research and respond to notices from taxing authorities.

• Preparation of tax provisions and tax footnotes.

Caregiver (August 2006 – May 2007) for a terminally ill family member.

Avanade, Inc. (March 2006 – August 2006) Tax Specialist Contractor,

Retained as a Tax Specialist for Avanade, Inc. “Avanade”, a joint venture between Accenture and Microsoft

Systems, Inc. Avanade is a leading technology integrator specializing in the Microsoft enterprise platform,

with over 3,700 employees, five domestic and twenty-one foreign subsidiaries and revenues of approximately

$450 Million, tax corporate headquarters Seattle, WA.

Responsibilities included:

• Preparing Internal Revenue Service (“IRS”) Form 8802 “Application for U.S.

Residency Certifications”, including various statements for certification for

reduced tax rates in tax treaty counties, including United Kingdom FD13.

• Preparing IRS Form 926 “Return by a US Transferor of Property to a Foreign

Corporation”, including supporting detail and attachments.

• Gathering and preparing necessary work papers including testing for Subpart F

income on the twenty-one foreign subsidiaries including extensive data analysis

and excel (pivot table) calculations.

• Compiled the state apportionment data needed for current year US State unitary

corporate tax returns along with apportionment factors on world-wide income of

subsidiaries.

• Gathering requested materials and preparing work papers and other

documentation needed to facilitate various state sales and income tax audits.

• Update current year price transfer exhibits and narrative information for the

corporation and its subsidiaries.

• Facilitated completion of various other projects needed within the tax department.

• Vertex Income Tax Software

Lindal Cedar Homes, Inc. (November 2004 – March 2006) Corporate Tax Manager

Employed as the Corporate Tax Manager for Lindal Cedar Homes, Inc. (“Lindal”), a manufacturer of custom

cedar homes and sunrooms. Lindal operates multiple manufacturing facilities, both foreign and domestic, has

revenues in excess of $50 Million and employs approximately 225 employees, tax corporate headquarters

Seattle WA.

Responsibilities included:

• Preparation of domestic consolidated federal and multi-state corporate income tax

returns and related work papers.

• Preparation of Canadian federal and provincial level (T-2, CT23, and T106) tax

returns for foreign wholly owned subsidiary.

• Tax provision FAS 109.

• Calculation and preparation of accumulated tax adjustments and provisions.

• Preparation and filing of various excise, sales and property tax returns for 42

states. Maintain dealer resale certificate and sales tax compliance for nationwide

sales.

• Preparation of GST and PST returns for domestic and Canadian companies.

• Maintain state registrations and research new federal and state income tax issues.

• Maintain sales and use tax compliance for 40+ states.

• Maintain dealer resell certificate compliance for 40+ states

• Act as the liaison on external audits and with various state tax auditors.

• Assist with preparation for annual budgets and forecasts.

• Maintain consolidated fixed asset records for book and tax.

• Month end duties include reconciling various general ledger accounts, other

miscellaneous journal and standard journal entries.

• Perform certain daily cash management duties, including conducting domestic

and foreign bank wire transfers.

• Perform certain risk management functions. Act as liaison between management

and the company’s insurance broker to facilitate resolutions to insurance issues.

• Preparation of Section 263(a) inventory costs.

• Conduct financial analysis and reconciliation with involvement in internal and

external reporting requirements.

• Oversee tax related duties of accounts payable supervisor.

• Assist chief financial officer and controller with special projects on an as needed

basis.

• Vertex Sales & Use tax software

Diamond Parking, Inc. (September 2001 – September 2004) Tax Manager

Employed as the Tax Manager of Diamond Parking, Inc. (“Diamond”) and Controller of the Rainier Property

division of Diamond. Diamond maintains parking and real estate operations in eight western states and

Canada. Diamond has five domestic subsidiaries and one foreign subsidiary with revenues in excess of $65

million, tax corporate headquarters Seattle WA.

Responsibilities include:

• Preparation of tax work papers and consolidated federal and state tax returns for

five domestic and one foreign subsidiary.

• Compiled, prepared and calculated all M-1 tax provisions for US consolidated

federal corporate tax return, including 5471’s and multi-state corporate income

tax returns.

• Responsible for preparation of numerous real estate partnerships, Sub S and trust

tax returns

• Preparation of various states excises tax returns, property tax payments as well as

Canadian GST and PST returns. Maintain all sales tax compliance.

• Tax provision FAS 109.

• Acted as the tax department liaison with external auditors.

• Representation of the company in federal and state audits.

• Ensured that organization complied with periodic tax payments, information

reporting, and other taxing authority requirements.

• Research complex tax issues, conducted tax studies and special projects. In an

IRS corporate audit, presented a novel argument on a proposed adjustment tat was

accepted by IRS with a no change ruling issued.

• Preparation of Form 5471 information returns with respect to certain foreign

corporations.

• Maintain sales and use tax compliance.

• Preparation of state apportionment date and state corporate tax returns.

• Preparation of more than twenty-five partnership, limited Liability Corporation,

limited liability partnership and subchapter s federal and state tax returns.

• Preparation of the personal federal and state income tax returns for the Diamond

family, owners of the company.

• Primarily responsibility for the accounting department of the Rainier Property

division of the company.

• Vertex Sales & Use software

Optiva (Sonicare) Corporation (September 1999 – September 2001) Senior Tax Specialist Contractor

Employed as a Senior Tax Specialist for Optiva Corporation at tax corporate headquarters in Snoqualmie,

WA. During employment focused primarily on services to Optiva Corporation (“Optiva”), also known as

Sonicare. Optiva operates in fifty states and maintains revenues in excess of $185 Million.

Responsibilities include:

• Preparation of M-1 and tax work papers for domestic and foreign subsidiaries.

• Research complex federal and state tax issues for compliance and tax planning.

Make appropriate recommendations to senior management.

• Preparation of analysis of expenses accounts and estimates for additional

unrecorded expenses, provisions, review and research trial balance, analyze

expenses determine matching to period benefit, prepare account reconciliation.

• Preparation of Section 263(a) inventory costs.

• Preparation of IRS Form 5471 “Information Returns” with respect to certain

foreign corporations.

• Prepare state apportionment data and tax returns for 50 states.

• Acted as the tax department liaison with on state sales tax audits using Vertex

Sales Use Software.

Lipski & Lipski Tax Consultants (January 1985 – September 1999) Partner

Partner of a professional services organization providing a wide variety of tax, accounting and related

services to corporations, partnerships and individuals.

Responsibilities include:

• Preparation of federal, state, corporate, partnership, individual and trust income tax returns and

multi-state apportioned corporate tax returns.

• Extensive experience with federal, multi-state and local payroll tax returns and state audits.

• Involvement in estate and retirement planning.

• Participation in benefits planning and implementation.

• Management of office staff.

education

Edinboro University of PA, Edinboro, PA

B.A., Accounting,

Software

Tax and accounting software applications: CorpTax, CorpTax Office tax, One Source Tax, Premium Pro,

Vertex, Oracle People Soft and Hyperion, SAP, MAS 90, BNA fixed assets and RIA One Source tax

provision.

REFERENCES

Outstanding references available upon request.

Contact this candidate