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Tax Manager Financial Reporting

Location:
Tulsa, OK
Posted:
February 27, 2024

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Resume:

Kevin K. Griffin, CPA

Sapulpa, OK ***** 918-***-**** ad3ysa@r.postjobfree.com

Professional Summary

Corporate Tax and Financial Executive with proven experience in all aspects of Corporate Taxation. Experienced in finance, accounting, ASC 740 compliance and operations. Pragmatic professional with solid experience in leadership roles. Collaborative and dedicated to building and leading talented and motivated individuals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.

Work History

Chief Financial Officer, 02/2023 - Current

Ocutrx Technologies, Inc – Colorado Springs

Developed strategic financial plans to support company growth and achieve long-term objectives.

Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.

Maintained P&L and shouldered corporate fiscal responsibility.

Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.

Oversees business-wide changes to establish modernize procedures and organizational processes.

Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.

Monitors the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.

Manages budgets, payroll, tax compliance and accounts payable and receivable.

Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.

Controller, 09/2017 - 02/2023

Stephens Media Group – Tulsa OK

Prepared Consolidated balance sheets, cash flow reports and income statements for 30 plus individual entities.

Conducted thorough risk assessments to safeguard company assets and maintain compliance with regulatory requirements.

Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.

Prepared Corporate, Individual, Trust and Individual tax returns.

Provided treasury and cash management by overseeing reconciliation of banking activity and credit card processing.

Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.

Projected monthly cash expenditures through efficient budgeting and detailed document reviews.

Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.

Followed up with delinquent accounts to obtain funds and reduce aging balances.

Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company’s financial position.

Supported merger and acquisition activities through due diligence efforts and post-acquisition integration.

Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.

Tax Auditor, 04/2015 - 08/2017

Oklahoma Tax Commission – Tulsa, OK

Made on-site visits to inspect business operations, activities, and validity of business tax returns.

Examined and audited accounting and financial records regarding compliance with business taxes as prescribed by law.

Prepared working papers, reports and supporting documentation for audit findings.

Prepared audit appointment letters, written audit findings and reports with recommendations.

Assisted taxpayers in understanding their obligations, providing clear guidance on filing procedures and requirements.

Kept up to date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.

Ensured timely completion of audits through effective project management and prioritization skills.

Developed and maintained courteous and effective working relationships.

Supported appeals activities such as conducting research and assembling appeals packages.

CPA, 12/2014 - 04/2015

Murrit And Associates CPA – Tulsa, OK

Utilized financial software to prepare consolidated financial statements.

Prepared accurate and timely financial statements compliant with GAAP standards, presenting concise information to stakeholders.

Prepared Corporate, Individual, Trust and Individual tax returns.

Responded to and resolved various tax notices.

Prepared estimated tax payments to ensure compliance with Federal and State Tax requirements.

Payroll and Tax Manager, 09/2011 - 09/2014

Aaon – Tulsa, OK

Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Prepared the support schedules and journal entries to accounting for income taxes in US and for international subsidiaries.

Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.

Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.

Served as a subject matter expert in various operational areas such as transfer pricing, international taxation, and state/local taxes.

Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.

Managed audits of federal and state income tax and state and local filings.

Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.

Supported financial director with special projects and additional job duties.

Tax Manager, 10/2009 - 04/2010

Stanfield And O'Dell Certified Public Accountants – Tulsa, OK

Prepared Federal, State and Trust Federal and State Income Tax Returns for individuals, business and not for profit entities.

Performed several specific scopes of compliance audits on high profile individual and entities to ensure that all parties were following specific agreements.

Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.

Represented clients before federal, state, and local taxing authorities.

Tax Manager, 05/2004 - 08/2009

Chipita Foods, Inc – Tulsa, OK

Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Completed journal entries and schedules to comply with accounting for income taxes in US and for international subsidiaries.

Prepared Daily Cash flow analysis and budgeting.

Maintained Fixed Asset Register and computed monthly depreciation entries.

Computed and prepared all Federal, State, and local income tax returns.

Managed audits with various government entities including the IRS, State Revenue Departments, and the Federal Department of Labor.

Certified Public Accountant, 08/2005 - 10/2008

Bentonville Payroll and Tax – Bentonville, AR

Developed financial models to assess and analyze financial performance of clients.

Researched technical tax issues to define tax effect or impact of certain tax positions.

Used accounting software to issue tax returns and prepare consolidated reports.

Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.

Maintained integrity of general ledger and chart of accounts.

Identified legal tax savings and recommended ways to improve profits.

Corporate Tax Director, 03/1990 - 08/2005

Tyson Foods – Springdale, AR

Managed day-to-day operations, working efficiently and productively with a twenty plus staff to produce Best in Class Tax Department for a Fortune 100 Company.

Managed the recruiting, hiring, and training of team members.

Oversaw the preparation of the Consolidated Federal Income Tax Return and related State and local Tax Filings.

Researched technical tax issues to define tax effect or impact of certain tax positions.

Managed all audits from Federal, State and Local taxing authorities over all tax types, including Income, Franchise, Payroll, Motor Fuel, Sales and Use Taxes as well as several other specialty type taxes imposed by various taxing authorities.

Tax Manager, 01/1988 - 03/1990

Wal-Mart Store – Bentonville, AR

Assisted Tax Director with accounting for income taxes in US and for international subsidiaries.

Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.

Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.

Created and managed financial models to evaluate corporate investments and acquisitions.

Assisted in managing audits of federal and state income tax and state and local filings.

Education

Continued Studies: Accounting

University of Tulsa - Tulsa, OK

Attended and completed additional Graduate Level Accounting Courses

Bachelor of Science: Accounting, 05/1982

Oklahoma State University - Stillwater, OK

Skills

People and Culture

Investor Relations

Audit Coordination

Program Administration

Results Orientation

Operational decision making

Human Resources

Intuit QuickBooks

Change Management

New Business Development

Corporate leadership

Board Collaboration

Raising Capital

Certifications

CPA - Certified Public Accountant



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