Manager Tax

SUMMARY

Results oriented Certified Public Accountant with a comprehensive international tax and accounting background concentrated in outbound U.S. taxation and M&A.

EXPERIENCE

Groupon Inc. Chicago, IL

International Tax Supervisor May 2013 – Present

Maintained U.S. outbound tax compliance for over 80 controlled foreign corporations. Filings include forms 1118, 5471, 8858, 8865, 8883, 8023, 8832, 8621, and 926. Additionally produced statements and elections attached to consolidated U.S. corporate income tax return.

Analyzed tax implications of global M&A activity. Responsibilities include furnishing presentation slide decks with U.S. and foreign tax implications and modelling cash tax consequences and attribute utilization.

Implemented planning techniques to reduce global effective tax rate (ETR) and cash tax expense.

Prepared and reviewed Subpart-F and 956 calculations for quarterly provisions and yearly compliance.

Created global foreign source income and associated expense allocation work papers to determine foreign tax credit limitation.

Prepared quarterly and annual APB 23 and indefinite reinvestment work papers and assertions.

Led global foreign exchange risk reduction project and assisted treasury department with global cash repatriation techniques.

IDEX Corporation Lake Forest, IL

Sr. International Tax Analyst September 2012 – April 2013

Led first tier review process of year-end tax provision for over twenty five entities in ten countries. Responsibilities include opening balance sheet adjustments, and net operating loss utilization models.

Created multi entity transfer pricing matrix to determine manufacturing entities’ exposure in tax rate differentials between foreign jurisdiction tax regimes.

Led U.S. outbound tax analysis of excess earnings distribution out of high margin manufacturing business units to Dutch holding company to reduce corporation’s effective tax rate through standardized planning techniques.

Cliffs Natural Resources Inc. Cleveland, OH

Sr. International Tax Analyst May 2010 – August 2012

First global non-manager to complete short term (4 month) international assignment in Perth, Australia.

Prepared yearly tax compliance with respect to U.S. outbound international filing requirements for over 75 controlled foreign corporations.

Developed five-year cash tax forecast based off provisions which included tax attribute utilization of $240M in NOLs. Models included discounted cash flow principals and break even analysis.

Illinois Tool Works Inc. Glenview, IL

International Tax Jr. Associate February 2009 – March 2010

Prepared and reviewed U.S. outbound informational 5471 and 8858 tax returns.

Gained understanding of 338 elections and accompanying forms 8023 and 8883.

Assisted in preparation of foreign tax credit by sourcing income between U.S. and foreign sources.

EDUCATION

DePaul University: Chicago, IL

Bachelor of Science: Accountancy (Strobel Honors Program); Real Estate Finance

Golden Gate University – Masters of Tax – Anticipated Graduation June 2018

Certified Public Accountant – State of Illinois

SOFTWARE LITERACY

Accounting Software: Corptax International, CorpTax Office, Hyperion Financial Management, NetSuite, Host Analytics, RIA Checkpoint Tax Research, BNA Income Tax Planner;

General Software – Microsoft Excel, Word, PowerPoint, Web-based application research

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