Accounting Management

Summary

Seasoned professional with over ** years of experience in tax and accounting management

Experience in Retail, Food, Auto, Utility, Treasury, insurance, Manufacturing, Legal services, Computer Software and other industries for entities ranging from $50 million to $400 billion in annual revenues.

In-depth knowledge of accounting and federal, state and local tax laws governing corporations, Partnerships and other pass-through entities.

Knowledgeable in a variety of international areas and issues.

Objective

Seeking a corporate or a public accounting tax management opportunity – Tax Manager, Tax Senior or Special Project team.

Key Career Accomplishments

Performed extensive Federal, State and Local tax compliance and ASC 740 (tax accounting) provision and forecast work at the worlds’ largest financial Institution Bank of America.

Performed extensive tax compliance and tax provision services for a wide range of clients and industries including banking, insurance, manufacturing, technology/telecom, computer software, and service entities including federal, multi-state and international components.

Managed many varied tax audits including receiving the IDR information requests, preparation of responses to the tax authorities, and negotiating settlements which involved defending many large tax assessments and a variety of tax positions that were challenged.

Completed tax basis analysis for a large bank in support of ASC 740/FAS 109 provision project.

Analyzed GAAP vs. tax accounting method differences for a variety of areas including revenue recognition for services and software licensing, capitalization of development projects, inventory accounting, reserve accruals, deferred compensation, fixed asset depreciation, capital operating leases.

Established and directed the tax departments for a manufacturing company and an international software development company.

Supported a Sarbanes-Oxley Section 404 review for a $900 million service company. Key components of this engagement included: assessment of material accounts and related critical processes; conducting a companywide risk assessment survey; creating documentation for the critical processes related to financial reporting, with emphasis on the controls and risks using a COSO framework; and communicating potential control weaknesses, along with proposed solutions

Other general tax areas/topics

Implemented various fixed asset accounting systems including Best/FAS and others. Familiar with other ERP accounting systems such as SAP, PeopleSoft, Oracle, Millennium 2000.

Experienced with various tax management tools including Corptax, RIA (OneSource), Go Systems and others. Experience includes selection, implementation, and interface with MIS professionals, as well managing the processes around the use of these systems.

Streamlined many processes by thorough process review, documentation, automation, and development of data exchange or interface. Identified opportunities to enhance efficiency, accuracy, and focus meeting multiple objectives with a shared process.

Developed the GAAP consolidation and financial reporting processes for $325 million manufacturer and ultimately shortened the monthly closing time by three days.

Effective in team building, developing and working in variety of team environments large and small, succeeding in self-directed, independent projects and in coordination with management, client personnel and staff.

Professional Experience

Kilpatrik Twonsend & Stockton LLP (250 plus partners) 2015 - Present

Attorneys at Law

oSenior Tax Accountant

oFull scope of Federal State and Local tax matters including income tax audits, Partner withholding calculations for composite and nonresident reporting purposes, Working with Sage Fixed Asset System reports for property tax rendition filings, Assist partner attorneys for resolving income tax liability issues, international matters, training of staff, etc.

Experis Finance (fka Jefferson Wells) subsidiary of Manpower Group 2007 - 2015

oSenior Tax Consultant

oFull scope of tax matters as described above - supporting various Fortune 500 companies.

Wal-Mart via Titus Consulting Group 2004 - 2007

oTroubleshooting for WAL-MART Cos. in deferred tax, accrual and FAS 109 related tax issues

oManage Property Tax Audits, assessment issues and Rendition filings

oProperty Tax Data gathering, analysis, reconciliation and compliance

oPlanned and prepared various 5471 and 5472 forms

oIdentified Transfer Pricing issues and prepared various analysis

oVarious assets and ownership voting power and value tests for REIT qualification (TRS & QRS).

oTreatment of Qualified REIT Subsidiaries.

oTreatment of Mezzanine Debt in light of ownership of Securities vs Real Estate.

oResearched and assisted in studies of REITs partial ownership in partnerships and establishing trusts for benefit of TRS to effectively prevent REIT from violating 10% of Value test.

DTE Energy Company 2001-2004

oSenior Tax Advisor – Supervisor (3 Tax Professional)

oHolding company of Detroit Edison and Michigan Consolidated Gas

oResponsible for all State and Local tax Aspects for 17 State Jurisdictions

Ford Motor and Chrysler Corporation via Resources Global 1999 - 2001

oSenior Tax Consultant

oFull scope of domestic tax matter responsibilities.

AMP Industries, Inc. Harrison Township, MI 1996 - 1999

oAssistant Controller

oSupervised and Trained staff of six

oSuccessfully restructured $13M in corporate debt with NBD bank and reduced interest expense by over $100K.

Owner CPA Private Practice 1990 – 1996

oStarted practice with zero revenue. The peak revenue was $290K.

oProvided tax and accounting services to medium and small size business accounts. Almost 65% of the practice consisted of Federal tax compliance and tax planning for medium to small size client corporations. Prepared property tax returns with various classifications of properties.

Internal Revenue Service, Greensboro District, North Carolina 1988 - 1990

oField Revenue Agent.

oReceived a Certificate of Award from the District Director.

Culp Elliott Marsh and Carpenter Attorneys at Law 1985 -1988

oTax Accountant

oProvided complex Federal, State and Local Income tax related services to High Net Worth individuals.

Education, Certifications

oBachelor of Science, Accounting, University of North Carolina at Charlotte

oBachelor of Commerce, Business, MS University of Baroda, India

oCertified Public Accountant – Michigan

oActive Enrolled Agent

Skills sets

oTax return compliance – preparation and review

oTax provision (AFS 740); FIN 48 reporting

oWide range of SALT compliance, issues and projects

oFixed asset/capital asset accounting

oFixed assets system implementation and maintenance

oGAAP consolidation/currency conversions, etc.

oExtensive financial modeling and analytical skills

oREIT Tax and Accounting

oInternational matters – CFC, inbound/outbound, FTC, transfer pricing, expatriate tax, etc.

oGAAP and tax audit administration and defense

Clients Served

oBank of America

oWendys/Arbys

oWalmart

oAT & T

oCoca-Cola Enterprises Inc.

oSonoco Products Company

oFirst Group of America Inc

oCagles Chicken

oHarris Corporation

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