Tax manager
Resume:
Joseph M. Peach, CPA
Florence, KY 41042
618-***-**** **********@*****.***
Tax Manager
Goal-oriented and extensively experienced Tax Manager and Accountant with a demonstrated track record of leading the preparation and analysis of federal and state income tax returns. Proven expertise in ASC 740 in a multi-entity structure.
ASC 740/Tax-Basis B/S
SSAP 101
Federal Income Tax
Entity Tax Planning
AML Reporting
State Income Tax
SEC Filing Footnotes
Sarbanes-Oxley
M & A Research
GAAP Tax Footnotes
Consolidated Tax Returns
Multi-State Tax Returns
Consolidated Tax Provision
Multi- State Tax Research
State Premium Tax
Career Experience
Contract Accountant 12/14/15-Present
Viva USA
Nashville, tn
Aid in the preparation of property and casualty annual statement. . Prepare month end close entries, prepare G.A.A.P. reconciliations prepare G.A.A.P. tax provision entries. Oracle system is used for entries. Prepare schedules used for filing quarterly and annual statutory filings for the property and casualty insurance company. File annual documents with state insurance agencies to maintain insurance license for the company. Prepare estimates and annual premium tax returns for licensed states using Premium Pro Software.
AIG 08/18/14-08/28/15
Nashville, TN
Assistant tax manager
Prepared and reviewed federal 1120 L individual and consolidated income tax returns and multi-state insurance tax returns and estimates. Managed statutory and GAAP tax provision for life insurance companies and footnotes under statutory accounting principles. Reviewed SAP financial statements.
Utilized several financial reporting systems and software including SAP, CorpTax for compliance, OneSource for provision, and advanced Excel worksheets.
TAX CONSULTANT 2/13-08/15/14
Ft. Wright, KY
Contract tax professional
Prepare income tax returns and work papers for various clients. Clients included power company and finance company that owned two insurance companies. Duties included preparing statutory and GAAP tax footnotes for the insurance companies and finance company. Led project to complete audited financial footnote for a life and a P & C company. Prepared M-1’s and updated tax basis balance sheet for an electric power company.
Western Southern Life Insurance (Lafayette Life Insurance) 10/08 – 01/29/13
Cincinnati, OH
Advanced Senior Tax Analyst 05/11- 01/29/13
Preparation and/or review of statutory and GAAP tax provision along with related federal tax returns
(1120 L) for two life insurance companies with various investment tax credits, 7 non-life companies (1120) federal returns, 1 private foundation (990 PF) and various partnerships (1065) returns using Onesource tax software. Prepare statutory footnotes under SAP for insurance companies. Ensure state compliance reporting. Prepare and or review state income tax returns. Lafayette Life Insurance was merged into Western Southern in May 2011.
LAFAYETTE LIFE INSURANCE COMPANY
Lafayette, Indiana
Director Tax Compliance & Payroll, 10/08 – 05/11
Prepare and or review federal 1120 L individual and consolidated federal income tax returns. Preparation and/or review of statutory and GAAP tax provision for a separately filed life insurance company. Prepare statutory footnotes under SAP for insurance companies. Prepare and/or review ADP payroll and related tax returns. Ensure compliance reporting in 49 states. Prepare and/or review insurance premium tax filings in 49 states. Prepare and or review state income tax returns. Prepare effective tax rate required for statutory and G.A.A.P. accounting.
Established procedures for tax compliance with MAR (statutory version of Sarbanes-Oxley). Head of MAR testing for the total company’s processes. Reviewed all department’s documentation and tested processes and procedures for compliance with state insurance departments. Member of MAR task force with Western Southern Group. Participated in weekly meetings outlining progress of testing and documentation.
During merger with Western & Southern I was in charge of merging the federal and state income tax functions, premium tax preparation functions, state compliance functions, and company payroll records and tax reports with corresponding Western & Southern personnel.
Key Achievements:
Implemented new procedures in premium tax filings that resulted in over $50,000/ year cost savings.
Established review procedures to minimize errors and omissions on compliance and state tax filings.
Researched compliance with state income tax laws for insurance companies.
Supervised and participated in the advancement of two payroll clerks to staff tax accountants teaching them to prepare federal, state, and insurance tax returns. Also to conduct MAR testing for all departments.
AMERICAN GENERAL FINANCE, INC., Evansville, Indiana, 12/88-10/08
Tax Manager, 01/03 – 10/08
Prepared and/or reviewed federal and state income tax filings for 57 US corporate entities operating in multiple states, plus managed the outsourcing process for various foreign return filings. Prepared income tax provision in compliance with all tax-related GAAP including but not limited to, FAS 109 and FIN 48. Assessed corporate entities’ tax positions and recommended the appropriate accruals as required under FIN 48. Maintained a tax-basis balance sheet, including all tax account reconciliations, deferred tax account roll-forward analysis and provisions. Forecasted tax provision and calculated the consolidated effective tax rate. Responsible for federal and state income tax quarterly estimates. Prepared tax footnotes for SEC filings. Provided documentation to demonstrate compliance for Sarbanes-Oxley. Conducted tax research to include the interpretation of new tax laws and ensured regulatory compliance. Supervised and developed staff accountants and interns. Prepared federal and state tax returns for a life insurance subsidiary (1120L) and a property and casualty insurance company (1120PC). Prepared schedules and workpapers for internal and external auditors. As a Senior Investment Accountant I prepared the annual statement investment schedules for a life insurance company and a property and casualty company. This included schedules for investment income, capital gains, and statements of cash flows.
Education
Bachelor of Science, Accounting (1986) Oakland City COLLEGE – Oakland City, Indiana
Registered Certified Public Accountant (CPA) State of Illinois
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