Life Insurance Sales

SUMMARY

Senior Tax Professional with proven track record of meeting all tax compliance deadlines. Financial Services and insurance company experience. Accomplished in tax research, compliance, analysis, and federal and state audits. Strong oral and written communications skills with the ability to communicate with all levels within the organization. High level of organizational skills and ability to handle multiple projects and meet deadlines. Self-starter and can work as a team member or independently to accomplish company objectives. Highly adept in business and financial disciplines.

PROFESSIONAL EXPERIENCE

TIAA-CREF – Tax Accountant II (2011 – 2014)

Responsible for the preparation and review of federal, state and local tax compliance for C-Corporations and LLCs. Worked with private investment firms to receive income estimates, K-1s and foreign filing disclosures from over 650 joint venture/partnerships. Supported outside tax professionals to ensure they met company deadlines for outsourced work. Trained and reviewed work of interns and contingent workers.

Prepared/reviewed federal income tax return for C-Corporations and LLCs, state and local income/ franchise/premium tax returns, estimates, and extensions, ASC 740 tax provisions and tax footnote disclosures.

Managed K-1 processes for over 650 real estate and alternative investments partnerships. Saved company $200K in state withholding taxes due to income tax exemption. Completed partnership foreign disclosure filings (Forms 8865, 926, 8621, 8886).

Conducted research and documented tax accounting and tax technical positions and policies.

Reviewed partnership tax returns prepared by Big 4 and regional accounting firms.

Oversaw work of summer interns and contingent workers.

TIAA-CREF - Tax Accountant (2004 – 2011)

Responsible for the preparation of sales and use tax returns. Responsible for Abandoned Property reporting for non-life insurance entities including all due diligence and escheatment of funds to states. Assisted other staff members with state and local audits and ad hoc requests.

Assisted in responding to IRS and state audit requests.

Prepared monthly sales and use tax returns.

Completed monthly General Ledger account reconciliation/signoffs.

Administered OneSource Tax Calendar for 35 member tax department.

Maintained new entity database and obtained tax ID numbers.

Responsible for Abandoned Property reporting.

TIAA-CREF – Expense Analyst (2003 – 2004)

Responsible for validating product expenses as well as finding ways to reduce expenses incurred.

Reduced monthly expenses incurred through vendor by performing unit cost analyses.

Prepared monthly financial statements for state 529 plans.

Tracked product marketing expenses to ensure compliance with legal agreements.

TIAA-CREF – Actuarial Assistant– Insurance Unit (1986 – 2003)

Responsible for assisting Insurance Unit actuaries.

Coordinated actuaries on Cash Flow Testing.

Responsible for making budget projections for premiums, reserves, claims, in force.

Financial reporting and reconciliation of Accident and Health business.

Coordinated Sarbanes-Oxley Act compliance within Actuarial unit.

Process death claims, cash surrenders, and maturities of life insurance policies.

Calculate life insurance benefits per policyholder requests.

TIAA-CREF – Premium Clerk - Group Administration (1982 – 1986)

TIAA-CREF – Mail Clerk (1982 – 1982)

KEY PROFICIENCIES

OneSource Income Tax SAGE Fixed Asset System

OneSource Tax Provision TriTech PremiumPro Tax Software

OneSource Tax Calendar PeopleSoft

Checkpoint Tax Research SharePoint

Microsoft Office

EDUCATION

PACE UNIVERSITY, LUBIN SCHOOL OF BUSINESS, New York, New York

MS, Taxation, (in progress)

PACE UNIVERSITY, LUBIN SCHOOL OF BUSINESS, New York, New York

BBA, Business Administration, 2003

WESTCHESTER COMMUNITY COLLEGE, Pleasantville, New York

A. S., Accounting, 1999

PROFESSIONAL CERTIFICATIONS

FLMI, Fellow, Life Office Management Institute, 1998

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