Tax Manager

William F. Reese

MST, CPA, CMA, CIA, CFM, CGMA

** **** ********* ***** ****://www.linkedin/in/bill-reese-1b545526

Laurel Springs, NJ 08021 E-mail: *********@*******.***

Home: 856-***-****

Summary:

Accomplished tax professional with hands-on experience managing federal and state tax compliance functions, income tax provisions (ASC 740 / FIN 48) and tax audits with additional experience in regard to tax planning, M&A, tax due diligence, and restructuring for multinational companies.

Experience:

Bristol-Myers Squibb Company Princeton, NJ 2015 to 2017

(Multinational pharmaceutical manufacturer)

Senior Consultant

• Saved $10 million annually by changing filing profile / initiated limited nexus study

• Negotiated complete abatement of $2 million state income tax assessment

• Achieved significant costs savings by pulling all apportionment data collection and calculation from

Big 4 consultants

• Reduced outstanding state notice backlog to zero, notices are addressed as they arrive

• Successfully transitioned state compliance for restructured parent and primary operating subsidiary

• State tax return review / state tax provision review (ASC 740 / FIN 48) / SALT subject matter expert /

state audit support

Tyco International, Inc. Princeton, NJ 2006 to 2015

(Ireland-based diversified manufacturing and service company with worldwide operations)

Senior Tax Manager (Sep 2007 to Dec 2015)

• Saved $2 million annually by electing consolidated filing with Indiana

• Saved $350 thousand annually by electing water’s edge filing with MT and ND

• Reduced outstanding state notice backlog from greater than 1,000 to less than 20

• Managed day-to-day state compliance process including all unitary filings and all partnership filings –

initially 400 entities / 3,500 returns (down to 100 entities / 300 returns following all restructurings)

• Planned and managed compliance for reorganizations in 2006, 2009, and 2012

• Lead person for all apportionment data collection, all franchise tax calculations following

reorganizations, and all unitary filings

• Assisted with calculating E&P for international subsidiaries (CFCs) and assisted with review of 5471s

• Assisted with review of federal and state tax provisions (ASC 740), RTP, and tracking deferred items

• Assisted with review of approx. 20,000 amended state tax returns due to IRS audit settlements

-2-

William F. Reese

KPMG LLP Philadelphia, PA 2005 to 2006

Tax Manager

• Reviewed federal and state income tax provisions / managed engagements / reviewed federal, state,

and international tax returns and workpapers

Aker Kvaerner E&C US Inc. Bridgewater, NJ 1998 to 2005

(Norway & UK-based multinational engineering, consulting, and manufacturing)

Tax Manager / Assistant Treasurer

• Achieved significant time savings by automating and annually updating and improving Excel-based

federal / state tax reporting package

• Successfully and seamlessly deployed VantageTax compliance software

• Reviewed and / or prepared six federal consolidated returns and approximately 75 pro forma 1120s • Reviewed and / or prepared over 500 state tax returns

• Prepared SFAS 109 calculation and related tax footnote for financial statements

• Tax subject matter expert for assigned entities / tax research / managed audits / supervised staff (2)

Price Waterhouse LLP Philadelphia, PA 1997 to 1998

Tax Manager

• Organized, supervised, and reviewed compliance projects

• Co-managed compliance function and staff (15) – hiring, perf. appraisals, scheduling, billing, etc.

Alusuisse-Lonza America, Inc. Millville, NJ 1997 to 1997

(Switzerland-based multinational chemical and packaging manufacturer)

Tax Manager

• Reviewed the consolidated 1120 and prepared and / or reviewed separate company pro forma

federal and state returns / researched tax issues / managed state audits / supervised staff (3) / tax

subject matter expert for the US subsidiaries

Bell Atlantic Corporation Philadelphia, PA 1988 to 1997

Tax Specialist (Consolidations & Income Tax Services)

• Implemented, administered, and maintained tax software (PWTMS)

• Prepared the consolidated 1120, federal estimates, researched consolidated return issues

• Prepared and / or reviewed pro forma 1120s (80) and state tax returns (200) per year

• Developed responses to federal and state audit inquiries

• Reviewed tax provisions (SFAS 109)

• Achieved significant time savings by automating and annually updating and improving Excel-based

tax data request package

• Tax subject matter expert to assigned subsidiaries / entities

• Trained and supervised two staff

-3-

William F. Reese

Coopers & Lybrand LLP Philadelphia, PA 1986 to 1988

Tax Associate

• Supervised compliance (nine staff) on first ever Master Limited Partnership (20,000 partners)

• Federal, state, and international tax return preparation and review / tax research

Strick Corporation Fairless Hills, PA 1985 to 1986

(International trailer manufacturing and leasing)

Senior Tax Accountant

• Federal and state tax return preparation / sales & use tax / managed state audits / property tax

Data Access Systems, Inc. Blackwood, NJ 1984 to 1985

(National computer equipment sales and leasing)

Tax Accountant

• Sales & use tax / payroll withholding / property tax / income tax return data collection

Education:

Drexel University Philadelphia, PA

Master of Science in Taxation – 1990

Rutgers University Camden, NJ

Bachelor of Arts – Accounting, Economics, and Business Administration - 1983

Professional Affiliations:

AICPA – American Institute of Certified Public Accountants

NJSCPA – New Jersey Society of Certified Public Accountants

IMA – Institute of Management Accountants

Software:

MS Office Suite

CorpTax

RIA Tax Research (Checkpoint)

CCH Tax Research

Contact this candidate