Keith R. Morrow

**** ****** **** ***** 614-***-****

Blacklick (Columbus), OH 43004

December 8, 2023

Dear Hiring Agent:

I would appreciate an opportunity to discuss the role of Remote Tax Manager posted by CyberCoders.

As a CPA/MBA, I have a unique blend of experience and expertise that would appear to be a good fit for this position.

After graduating with an MBA in Professional Accounting and a 7-week internship, my CPA career began at Ernst & Young where I worked as an Audit Senior in inventory auditing, import cost analysis, and tax. I also worked for a couple of local CPA firms before specializing in Corporate Tax, beginning with The Kobacker Company.

In the past 7 years, I have re-entered public accounting and highlights of my experience include:

RubinBrown LLP, a top 40 CPA firm 2 years

oManager – Business Tax Services

Reviewed tax returns for high wealth individuals, corporations ( C and S) and partnerships.

Block Advisors, a division of H&R Block, Inc. 2 years

oMaster Tax Advisor.

Prepared income tax returns for individuals and small businesses.

In the off season, worked as a Quality Control Coordinator of project teams to test and pre-certify business tax return software.

Seasonal Contract assignments: 2 years

oGBQ Partners, a large CPA, a top 100 firm:

Prepared monthly sales and hotel tax returns for an outsourcing client, Red Roof Inns

Reviewed basis calculations for a large partnership

oMarcoin Business Services.

Prepared individual tax returns for one season.

oSupported the transition of tax accounting for a national restaurant chain.

Documented sales tax reporting processes,

Supported a 3-year Ohio sales tax audit, and

Prepared the federal income tax provision for audited financials.

I would appreciate an opportunity to discuss the requirements for this position in more detail.

Respectfully yours,

Keith R. Morrow

Keith Morrow, CPA, MBA

Cell: 614-***-****

E-mail: ad1syo@r.postjobfree.com

8192 Narrow Leaf Drive, Blacklick (Columbus), OH 43004

QUALIFICATIONS PROFILE

An accomplished Senior tax professional with a diverse blend of financial, accounting, and tax experience in public accounting and the private sectors. Specializes in all types of tax compliance for corporations and individuals. Major responsibilities have included building tax department capabilities, providing and expanding tax services to a broad range of business entities, managing client engagements and projects, reviewing and preparing tax work papers and returns, supervising and mentoring team members, and conducting tax research and planning

EDUCATION

CPA, Ohio and Missouri

M.B.A., Professional Accounting - Rutgers University, Newark, New Jersey

B.A., Economics - Denison University, Granville, Ohio

PROFESSIONAL ORGANIZATIONS

Member, AICPA

Member, Ohio Society of CPAs

Former Member, Tax Executive Institute

TECHNOLOGY SKILLS

Income Tax: CCH ProSystem fx, UltraTax, OneSource, TurboTax, TaxAct

Sales Tax: Taxware (Sovos/ADP), Vertex

Accounting: Oracle ERP, Sage

Other: Microsoft Office Suite, *Advanced Excel skills

EMPLOYMENT

RUBINBROWN LLP 2021-2023

#36 Among America’s largest accounting/consulting firms

Manager, Tax Services

Reviewed federal tax provisions and returns for large businesses and high-wealth individuals.

Provided tax support to over 15 partners for 50 large clients.

SENIOR TAX CONSULTANT, Columbus, OH 2019-2021

Contract Assignments

Marcoin Business Services : Seasonal contract preparing individual income tax returns using UltraTax software.

GBQ Partners: Full time contract employee for sales and use tax compliance for Red Roof Inns, Inc.(“RRI”)

oPrepared 100+ returns, sales tax account reconciliations and due diligence on a monthly basis.

oDiscontinued when all RRI tax functions were transferred to parent company in California due to COVID-19.

Creative Financial Staffing: Provided corporate tax compliance support to the VP of Accounting for Bravo Brio Restaurant Group, a $1-billion, national restaurant company in transition to new owners FoodFirst Restaurant Group.

oDuties included managing and documenting sales tax reporting processes, helping with an Ohio sales tax audit, supporting preparation of the federal income tax provision for audited financials and training new staff.

Keith Morrow Page Two

EMPLOYMENT

BLOCK ADVISORS, a part of H&R BLOCK, Columbus, OH 2017-2019

Master Tax Advisor - Provided specialized tax preparation services to individuals and small businesses.

Quality Control Coordinator - Project coordinator on the corporate team that obtains annual certifications of HRB’s business tax software. Also, assisted in the testing of H&R Block’s online and retail office tax software.

POMEROY IT SOLUTIONS INC., Cincinnati, OH 2006-2016

IT Services company with $1-billion global sales in the US, Canada, Latam and Western Europe

Tax Director (Position eliminated due to an acquisition, merger and reorganization by a private equity firm)

Direct report to the CFO.

Built a tax department with a staff of four that achieved $30-million in tax savings over 10 years.

Responsible for all domestic and international tax accounting, reporting, compliance, research and planning.

Maintained the financial income tax provision (ASC 740/FAS 109), FIN 48, SOX and tax return work papers

Developed a comprehensive Excel workbook for the audited financial statement tax provision.

Managed the international portions of the annual tax provision and the US federal income tax returns (1118,5471,8832) and led strategic tax planning (entity, transfer pricing, withholding) for foreign countries.

Guided tax matters for M&A and due diligence to facilitate successful public and private sale processes.

Managed outside professionals (EY, Deloitte, BDO) for over 20 projects, including entity simplification, NOL utilization, job credit initiatives, transfer pricing and international tax planning.

Implemented CCH Prosystem and OneSource software for corporate income tax return preparation.

Subject matter expert for the global tax design and implementation of Oracle ERP for sales, use and VAT tax.

Developed Excel workbooks to control and dramatically improve sales tax reporting, account reconciliations, risk mitigation and audit defense for over 150 sales tax jurisdictions.

Managed tax controversy and audits for all IRS, state and local income, property and sales tax audits

oClosed three, “large company” IRS audits on favorable terms, including two no-change audits

Seamlessly absorbed the tax workload from acquisitions of managed IT services firms in 2010, 2012 and 2016.

Jefferson Wells International, a Manpower Group Company, Columbus, OH 2001-2006

Worldwide professional services provider.

Tax Director / Engagement Manager

Projects included:

oSales and Use Tax Manager for a Fortune 500, national retail company with annual sales of $4 billion

oSox Sarbanes and Inventory Reconciliation assignments for The Limited companies.

IRMS, Inc., Columbus, OH 1997-2001

U.S. subsidiary of IRM Group SA (“IRM”), a leading manufacturer of high technology measuring systems for the metals industry, based in Liege, Belgium. Company downsized and was sold.

Chief Financial Officer/VP of Administration

•Managed the finance, banking, accounting, purchasing, human resources, payroll, IT, contract management and office support functions for the North and South America operations.

The Kobacker Company, Columbus, OH 1978-1997

$400 million national shoe retailer that sold 700 PicWay Shoe Marts to Payless Shoe Source in 1994.

Director of Tax & Planning (direct report to Chairman and to CFO)

•Ground-floor startup and administration of corporate tax department.

•Managed complex federal and state income, sales, and property tax compliance.

•Liaison with tax lawyers and outside Big 5 tax advisors for 13 family groups.

•Handled tax reporting for high wealth individuals.

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