Tax Senior

Summary

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

Experience in banking, insurance, manufacturing, services, computer software and other industries for entities ranging from $3 million to $70 billion in annual revenues.

In-depth knowledge of accounting and federal, state and local tax laws governing corporations.

Knowledgeable in a variety of international areas and issues.

Objective

Seeking a corporate tax management opportunity.

Key Career Accomplishments

ASC 740 & tax compliance - 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.

International – Experienced in a full range of multi-national issues including ASC 740 provision, CFC reporting, E&P analysis, statutory audit collaboration, transfer pricing, subpart F income, FTC, Form 1042 withholding, expat returns, etc.

Audit administration - Managed several 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. Supported varied GAAP audit processes as well.

Special projects - Completed tax basis analysis for a large bank in support of ASC 740/FAS 109 provision project, TPR fixed asset study, and a variety of other projects.

SALT – Experienced in a full range of multi-state issues and processes including nexus and apportionment, sourcing review, S&U prop tax & payroll

Accounting methods/Research - 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, and operating leases.

Administration & leadership - Established and directed the tax departments for a manufacturing company and an international software development company; developed compliance calendars, planning tools, and analytical models.

Other general areas/topics

Fixed asset accounting - Implemented various fixed asset accounting systems including Sage//FAS and others.

Software tools - Experienced with various tax management tools including RIA (OneSource/GoSystems). Familiar with CorpTax.

Solution innovation - 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.

GAAP reporting - Developed the GAAP consolidation and financial reporting processes for $200 million manufacturer and ultimately shortened the monthly closing time by three days.

Management - 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.

Sarbanes-Oxley - Supported a SOX 404 review for a $665 million manufacturing company.

Professional Experience

Cherry Bekaert LLP (Regional CPA firm) Feb 2015 – July 2016

oTax Manager

oFull scope of tax matters including income tax provisions, corporate return compliance, fixed asset system implementation, TPR project, international matters, training of staff, etc.

Experis Finance (National financial consulting firm) 2000 - 2015

ofka Jefferson Wells - subsidiary of Manpower Group

oTax Engagement Manager/Consultant

oSupporting publicly held and other large corps

oFull scope of tax matters including ASC 740 income tax provisions, corporate return compliance, fixed asset system implementation, international matters.

Royal Ten Cate (USA), Inc. (Dutch owned industrial textile mfg.) 1995 - 2000

oTax and Treasury Manager – inbound domestic holding company

oFull scope to domestic tax matters, including ASC 740 income tax provisions, corporate return compliance consolidated, financial reporting, treasury management, payroll and fixed asset systems, audit administration.

MacMillan Bloedel of America, Inc. (Canadian - paper/timber products) 1990 - 1992

oTax Supervisor - inbound domestic parent company

oFull scope of domestic tax matter responsibilities including ASC 740 income tax provisions, corporate return compliance, LIFO inventory, interco treasury admin, audit administration.

Dun & Bradstreet Software Services (International software developer) 1985 - 1990

oTax Manager - Domestic parent company

oFull scope of domestic tax matters, including ASC 740 income tax provisions, corporate return compliance, plus outbound CFC matter, fixed asset accounting.

National Data Corporation (International IT service) 1982 – 1985

oTax Manager - Domestic parent company

oFull scope of domestic tax matters, including ASC 740 income tax provisions, corporate return compliance, plus outbound CFC matters, payroll/benefits, fixed asset accounting.

Education, Certifications

MS Industrial Management Georgia Institute of Technology

Bachelor of Arts, History Emory University

Certified Public Accountant Georgia

Interim roles

Variety of other projects since Cherry Bekaert LLP July 2016 – May 2017

oResearch non-profit issues

oGenerate financial statements

oPayroll system setup

oNumerous individual tax returns prepared

oVariety of CPE endeavors

oRead a lot of SEC Form 10K filings.

Publicly held multi-national manufacturing corporation group Dec 2016 – March 2017

oContract project role for ASC 740 provision.

oWorldwide tax provision project including 100+ foreign entities.

Foreign owned U.S manufacturing corporation group October 2016

oContract project role for compliance work

oConsolidated federal return with numerous CFC 5471/5472 filings plus multi-state returns.

Skills sets

Tax return compliance – preparation and review

Tax provision (AFS 740 fka 109); FIN 48/UTP reporting

Wide range of SALT compliance, issues and projects and with transaction taxes

Fixed asset/capital asset accounting

Fixed assets system implementation and maintenance

GAAP consolidation/currency conversions, etc.

Treasury management

Extensive financial modeling and analytical skills

Payroll and benefits – administration and tax

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

GAAP and tax audit administration and defense

Contact this candidate