Teresa L. Zhou MST

973-***-**** aczlnm@r.postjobfree.com 425 Washington Blvd Apt 2811

Jersey City NJ 07310

QUALIFICATIONS AND ACHIEVEMENTS:

- In-depth knowledge of US GAAP/SEC reporting, IFRS, FAS109, and FIN48

rules; good understanding of Canadian GST, HST, PST and ITC calculations

- Coordinated with outsource consultants at Barclays Services Company to

develop an M&E project to generate cost savings of 30% expenses per

annum. Corrected the beginning balance of Barclays' Capital Commodity

federal tax returns, saving $2 million

- Identified incorrect self-assessment calculations for BNP Paribas NYS

sale tax; filed form AU-11 to request a tax refund of approx. $500K

- Managed multiple projects simultaneously and lead tax team with members

from various offices around the globe

PROFESSIONAL EXPERIENCE

BNP Paribas RCC Inc.

August 2015 - Present

Vice President -Tax Planning & Audit

Jersey City NJ

- Collaborated with regulatory reporting and tax operations team to develop

and implement audit strategies, prepared supporting memoranda, responses,

audit protests, and related documentation supporting financial statement

and tax return positions

- Gathered documentation of the annual entity reorganizations, acquisitions

and liquidations. Consolidated and analyzed Head Office Expense Unit

Indirect costs computation

- Conducted in-depth research and analysis of tax issues related to

transactions, operations, transfer pricing, partner tax reporting, tax

accounting and other areas with domestic and global tax consequences to

the company

- Assisted director in all stages of key state & local income tax audits,

including preparing responses to information requests, modelling

settlement proposals, reconciling payments and involved in various

aspects of audit group's risk assessment, scope determination, and

reporting test work

- Effectively negotiate and consider settlement opportunities as well as

determine appropriate tax reserves for potential exposure

Zhou Business Tax Consultant

February 2013 - August 2015

Lead of International and US Tax Team

Vancouver BC

Major Projects - Grant Thornton LLP & TD Canada Trust

- Managed monthly and quarterly tax closing and reporting processes

including the FIN 18 tax rate and provision calculations and effective

tax rate analysis

- Maintained quarterly SOX 404 internal control procedures for tax

accounting and ensured all processes are properly documented and tested.

Coordinated with internal and external auditors for control testing

- Assisted with partners to identify potential business opportunity for

transfer pricing and provided advice on developing and implementing

policies, procedures, and documenting intercompany transactions

- Recorded and reconciled intercompany activity, including intercompany

payables, receivables, investments, and lease or other similar payments

- Prepared and reviewed Corporation Tax Form 1120, 1120-F, 5472 and state

tax returns. Experienced withholding tax 1042, 8804, 8805 and

partnership1065, 5471. Knowledge with cross boarder tax and oversee

reporting engagements under FATCA. Experienced with T-1 Canadian returns

including FTC calculation.

- Maintained GST, HST, PST and ITC tax pool calculations to support

business analyst and system programmers in the design and implementation

of information systems that will assist with TD Divisions commodity tax

compliance efforts

Deloitte & Touche LLP

December 2011 - January 2013

International Tax Services - US Tax Manager

Vancouver BC

- Executed on analysis in preparation of tax provision for the quarterly

and annual interim reporting periods. Included calculating an annual

forecasted effective tax rate, reconciled current and deferred tax

accounts; documented FIN48 positions; assisted in the preparation of the

quarterly tax rates; documented quarterly tax provision processes to

satisfy SOX404 requirements, assisted with return to provision

differences, and prepared quarterly and year-end tax provision entries

and GAAP reporting requirements for SEC disclosures

- Prepared and reviewed federal consolidated tax returns and state income

tax returns

- Calculated book to tax differences (M-1/3) such as bad debt, deferred

income, prepaid expenses, accrued expenses, accrued payroll, Sec 263A, &

tax-book depreciation adjustments

- Helped to minimize tax risk and audited internal controls for accuracy;

established internal tax memorandums; and monitored changes in tax law

and analysis for possible impacts on the company's tax exposure.

Determined tax policy and advised the Division of Taxation regarding

compliance issues with established and new policy guidelines and

procedures. Assisted with M&A activity and provided tax due diligence and

assessment services

- Provided tax consulting and research on U.S. issues: Bonus Depreciation,

Sec 179, Sec 41 (Credits), Sec 163 (Interest Stripping), Sec 199

(Domestic Production Deduction), Sales Tax Nexus.

Barclays Capital Inc. & Lehman Brothers Inc.

December 2007 - February 2011

Global Financial Reporting - Senior Tax Accountant

NYC, NY

- Assisted with calculating non-US legal entities the effective tax rate

("ETR") impacts including effect of foreign tax credits (FTCs), NOLs,

general business credits (GBCs), valuation allowance, and overall

deferred income tax position

- Responsible for supporting the Senior Tax Manager of Provision &

Reporting with analysis and documentation related to tax accounting

issues in accordance with IAS 12, including domestic and international

tax provisions, tax account analysis, quarterly and annual financial

statement reporting and disclosures for Group Reporting as well as US

statutory reporting

- Prepared and recorded all required federal and state income tax

adjustment pursuant to ASC 740 reporting and SEC disclosure (tax

footnotes), ensured communication of effective tax rate impacts and

significant book / tax adjustments to tax manager. Reviewed of the

quarterly income tax provision and accompanying footnote disclosures,

review of financial forecasts to ensure that forecasted ETR impacts are

captured as anticipated

- Maintained the accumulated E&P and creditable tax pool summary of

Lehman's non-US operations to support financial statement positions and

assist with foreign tax credit capacity planning and international

restructuring

- Worked closely with foreign subsidiaries with transfer

pricing/intercompany transactions issues; developed and implemented

foreign transfer pricing policy and planning strategies

- Assisted with the reconciliation from tax return as filed to tax

provisions (RTP); provide management reporting analysis to senior

management on key tax issues

- Specialized for Canadian Commodity tax provision; reviewed Canadian

Commodity tax GST calculations; assisted file Federal and Provincial tax

returns (NR4, T106, and T2 form)

Union Bank of Switzerland Financial Services Inc. (UBS Financial Services

Inc.) April 2006

- December 2007

Corporate Finance -Tax Associate

NYC, NY

- Prepared quarterly and annual IFRS/FAS 109 employee compensation stocks

and options calculations for 20 UBS wealth management entities.

- Prepared consolidated federal income and multi-state tax returns

including state and local income/franchise tax returns for subsidiaries

and various combined/consolidated state tax filings

- Assisted in the preparation in the tax provision (FAS109) and tax

planning process for our domestic and international corporations

- Performed account analyses related to tax accounting, tax forecasting,

and tax minimization strategies

- Reviewed workpaper documentation and calculations in support of

significant tax items or book-to-tax adjustments

COMPUTER SKILLS

Tax & Accounting Software: Gosystem, PeopleSoft, OneSource, TaxWise,Vertax,

TaxStream, RIA Checkpoint, CCH Prosystem, Oracle System, SAP, Essbase

Vista, M.Y.O.B. Accounting for Macintosh, AP Voucher payroll system

Database Management: Access, UNIX, and VBA.

Office: Excel, Word, PowerPoint, Micro Publisher

EDUCATION

Seton Hall University

South Orange, NJ

. Master of Science in Taxation (President Scholarship and Graduate

Assistantship) December

2001 - December 2003

. Bachelor of Science in Business Management Information Systems (President

Scholarship) December 1999 - December

2001

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