Danielle Heim, MS TAX, MBA

acyst4@r.postjobfree.com

** ******** ***

Hamilton, NJ 08690

609-***-****

EXPERIENCE

Heartland Payment Systems, Princeton, NJ December 2014 June 2016

Senior Tax Accountant

Complete quarterly and yearly tax provision for companies included in the consolidated provision, along

with depreciation, acquisition cost, stock option and deferred tax revenue calculations

Maintain and track Stock options monthly and quarterly for provision, both book and tax

Extensive work on depreciation, on a monthly basis including the tracking of the differences between book

and tax from acquired companies, both stock and asset purchases

Determine the deferred tax revenue for contracts over one year, for both book and tax

Calculate estimate and extension for all companies

Completed and filed over 50 VDAs for acquired companies both income tax and sales and use tax

Prepared and filed over 100 federal and state returns, including foreign and boycott returns

Track, file, and maintain personal property filing for over 150 jurisdictions, at both state, and local level

Resolve and answer issues from correspondence, audits and other request

Mars, Incorporated, Mount Olive, NJ February 2012 July 2014

Senior State Tax Analyst

Prepared and filed 30 Unitary/Nexus-Combine returns

Set-up and maintained FIN48 reserves for state tax

Calculated state effective tax rates for all 50 states

Extensive research on tax credits, (California, New Jersey, New York, Pennsylvania, Missouri, South

Carolina, and Tennessee)

Prepared and filed 200 separate state returns

Research nexus issues over multiple jurisdictions and maintained FIN48 for nexus issues

Extensive audit work for state income and franchise tax (especially Hawaii. Idaho, Kentucky, Louisiana,

Maryland, Missouri, Mississippi, New Jersey, New York, North Carolina, Ohio, Virginia)

Filed, maintained, and track all annual reports along responding to state agency issues

Quest Diagnostics, Inc., Lyndhurst, NJ June 2009 February 2012

Senior Tax Accountant

Filed and prepared Federal, State and Local tax returns, both separate and consolidated for corporations,

partnerships, and LLCs

Work extensively on combined and unitary state filings for Arizona, California, Illinois, Kansas,

Massachusetts, Michigan, and Texas, with at least 75 subsidiaries

Created system to calculate and monitor changes in taxes rates for Income and Franchise Tax

Tracked and computed NOLs for valuation allowance adjustment for provision along with assisting

management in acquiring data to complete quarterly and yearly provision

Calculated depreciation for Federal and State returns with and without bonus depreciation adjustment

Research of tax credits for medical service company across numerous jurisdictions

Successfully transitioned functions of the tax department to outside resource

Ikaria, Inc., Clinton, NJ March 2009 April 2009

Senior Tax Consultant

Assisted in reengineering tax department to an in-house operation by finalizing state and local filings,

creating tax calendar, payment schedules, researching tax credits and creating legal structure for combine

and unitary returns

The Bank of New York Mellon, New York, NY January 2001 January 2009

Senior Tax Accountant

Prepared and filed federal, state, and local tax returns for Corporations, Partnerships, and LLCs

Worked significantly on consolidated Federal Return, Unitary and Nexus-Combined State Returns

Filed and completed partnership returns with up to 80 partners, who had both foreign and domestic

interests

Extensive research in order to comply with regulations regarding single member LLCs in all 50

jurisdictions

Prepared state sales and use tax returns

Set up tax calendar, payment schedules, EFTs, estimates, projections, depreciation and audit

adjustments

Involved in tax planning for federal, state and local jurisdictions for tax saving application

Completed foreign tax returns (boycott, 5713, 5471s, 8865) and other various filings

Implementation of new filing in all 50 states to file partnership, disregarded entities ad LLCs

Resolved state and local tax issues from state tax registrations to audit adjustments

Worked with state jurisdictions on state tax audit to resolve outstanding issues (especially Missouri, New

Jersey, Tennessee, and Texas)

TIAA-CREF, New York, NY September 1994 December 2000

Tax Accountant

Prepared federal returns for corporations, partnerships, and LLCs; both separate and consolidated

Prepared state and local filings (50 states)

Researched many areas of state and local tax law (including credits, consolidation, and single member

LLCs)

Filed premium tax returns for insurance company (1120-L, state and local premium tax returns)

Prepared and tracked tax return filings for exempt organizations (990s)

Considerable work with apartment buildings, amusement parks, and shopping mall including sales and

use tax

Citibank, New York, NY August 1993 September 1994

Accounts Payable Clerk

Posted and tracked all invoices, maintained registers, and charts of accounts

Prepared invoice reports and submitted journal entries for inclusion into General Ledger system

EDUCATION

Long Island University, C.W. Post Campus, Brookville, NY

MBA, Finance

Long Island University, C.W. Post Campus, Brookville, NY

MS, Taxation

Curry College, Milton, MA

B.A. Business Management

Minor: Applied Computers

PROFESSIONAL SKILLS

Insource RS/CS, CCH Research, AACTs, CorpTax, OneSource, Fast Tax, PeopleSoft, Premium Pro, RIA - Tax,

Vetrtex, Checkpoint, ProSeries, Catalyst, Gems, MS Word, Excel, MS Office, PageMaker

PROFESSIONAL ASSOCIATIONS

Member of Council on State and Local Taxation

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