Sales Tax

Simon Wu, CPA

**** ********** **** *** # **** Plano TX 75075

Cell: 214-***-****

E-mail: *****************@*****.***

SUMMARY: An active CPA with over 10 years corporate tax department experience in Oil & Gas and High Tech. Strong background in taxation, accounting, and financial analysis and superior computer skills and a long history of problem-solving success; excellent interpersonal skills.

SUMMARY OF QUALIFICATIONS

•Extensive experience in Federal, State, Partnership and Indirect taxes.

•Audit experience in different kinds of taxes (Income, Sales and Property)

•Strong personal computer skills using SAP, Corptax, One source product (including Transfer Pricing, Income tax and sales tax) or equivalent systems, Microsoft applications such as Excel, Word, etc.

•Strong communication skills, oral and written; ability to communicate with all levels within the organization and with various outside consultants.

PROFESSIONAL EXPERIENCE

Intuit Corporation

Tax Analyst Aug 2015 - Present

•Analyzed the tax requirement for programmer to write the tax program

•Tested the different scenarios in Federal and state tax programs.

Grant Thornton LLP

Senior Tax Associate – SALT Feb 2015 – Jul 2015

•Managed the client State and local tax engagement

•Reviewed and supervised the tax preparation for client state and local income taxes using One source compliance

•Advised clients for State and Local income tax issues.

Anadarko Petroleum Corporation Oct 2012 – Nov 2014

Senior Tax Analyst

•Prepared Consolidated US Tax Return (Mixed Group) and separate 1120, including but not limited to Consolidation adjustments review, M-3 reconciliation, Corptax e-file review, Return to Provision adjustment, etc using Corptax.

•Prepared pro-forma federal 1120 return for consolidation and state purpose using Corptax.

•Prepared Quarterly estimated federal estimated quarterly payment

•Responsible for Monthly, Quarterly tax forecast and cash tax payment forecast. Also is responsible for year-end closing for provision

•Responsible for reconciling between Tax Basis Balance sheet to Deferred tax inventory

•Responsible for maintaining the Entity listing and quarterly tax provision for IRS review purpose.

•Prepared State tax return by using Corptax.

Taleo Corporation/Oracle Nov 2008 to Oct 2012

Tax Compliance Manager

●Assisted in managing the tax compliance function including review of Federal, state, and local income tax returns using One Source Compliance.

●Assisted in the process of preparation and review of FAS 109 (ASC 740) tax provision using One source provision

●Computed quarterly estimated tax payments and extension payments for federal (U.S. and Canada) and state/provincial income/franchise taxes.

●Gathered and validated data for all income taxes and non-income taxes related compliance reporting

●Participated in audits through preparation of supporting documentation including tax analyses and/or workpapers and review of returns under audit. Successfully completed income tax, Sales tax and property tax audits from Federal, State and Local levels.

●Maintained SOX controls related to Income Tax, Sales, Use, and Property Tax function.

LSI Corporation Aug 2007 to Nov 2008

International Senior Tax Analyst

●Prepared and or reviewed Forms 5471, 1118, 8858 and 8865 using One Source Compliance

●Prepared Canadian GST, Russian Motor Vehicle tax and other foreign country indirect tax return.

●Prepared the E&P Study, Subpart F study, maintained the tax pool calculation, assisted with the calculation of the LSI Foreign tax credit.

●Set up One source compliance for the preparation of the various international federal tax form

●Gathered the information for the foreign tax receipt and payment to support the section 901 and 902 calculation.

●Assisted with the transfer pricing calculation and documentation.

Chevron Corporation May 2000 to Apr 2007

Tax Analyst

●Assist in managing the tax compliance function including review of Federal, state, and local income tax returns using Corptax.

●Prepare U.S. federal and state income tax returns (including both separate state and combined state) and supporting workpaper analyses. Maintained all the documentation in an electronic database.

●Identify, analyze and research tax law as applied to federal (U.S. and Canada) and state/provincial income/franchise tax return filings and/or business transactions.

●Participate in audits through preparation of supporting documentation including tax analyses and/or workpapers and review of returns under audit.

●Prepared complicated partnership return and maintained all partnership capital account using section 704(b) and other applicable method.

EDUCATION AND LICENSE

●Certified Public Accountant, State of Texas (License #093454)

●Master of Business Administration - California State University East Bay. Major in Taxation

●Bachelor of Science in Business Administration (Magna cum Laude) - San Francisco State University. Double Major in Accounting and Computer Information Systems.

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