Tax Consultant

Work Experience:

AESC US, LLC – Santa Clara, CA *024 - 2025

(U.S. division of international electric car battery company with over 500 employees)

Tax Consultant – DeWinter Group

Established structure and guidelines of newly formed tax department and ensured smooth transition for permanent personnel.

Led project to obtain refund of $5 million in sales tax.

Charted progress and updated upper management on $1 billion incentive deals.

Worked with Legal department on drafting and reviewing contracts and agreements related to battery plant construction sites.

Reviewed and approved filing of Federal and state income tax returns for multiple subsidiaries.

Brought several tax preparation procedures in-house, saving the company $150K in services.

Educational Testing Service – Princeton, NJ 2024

($1 billion non-profit corporation with over 5000 employees worldwide)

Tax Consultant – Robert Half International (remote)

§Prepared workpapers and reviewed consolidated Federal and state Form 990 & 990-T for parent company and subsidiaries.

§Prepared workpapers and reviewed consolidated Federal 1120 income tax return for profit-making subsidiaries.

§Approved monthly account reconciliations for sales & use tax, VAT, and foreign transactions.

§Involved in various tax projects including monthly VAT filing, state business registration, executive compensation reporting, and creating a compliance calendar.

Hornblower Group Inc – San Francisco, CA 2019 – 2023

($1 billion privately held cruise and tour company with over 5000 employees worldwide)

Tax Manager

Managed company’s tax department in a newly created, one-person role.

Oversaw the preparation and filing of consolidated Form 1120 federal income tax return (including Form 5471 for international tax) and over 65 state and local income and franchise tax returns for company and its 50 subsidiaries.

Prepared monthly sales tax and percentage rent returns, and annual property tax returns.

Ensured tax compliance was met for various departments including payroll, AP, and HR.

Worked with Legal department on maintenance of corporate organization chart and formation of newly created entities.

Responsible for filing over 300 license renewals and certificates for vessels and ports.

Liaison between company and outside legal counsel on liquor license applications.

Saved company over $15,000,000 by successfully winning audit assessments.

Confirmed the company was current on U.S. Form W-9 and assessed new vendor W-8 BEN forms to streamline efficient payment in today’s world economy.

Involved in various tax projects including transfer pricing, acquisitions, lease renewals, foreign transactions, R&D tax credit, and Form 1099 compliance.

Safeway Inc. – Pleasanton, CA 2015 – 2018

($25 billion privately held grocery store chain with over 10,000 employees)

Senior Tax Accountant

§Prepared consolidated state income tax returns for parent company and subsidiaries.

§Assisted in preparing Federal income tax return and provision for parent company.

§Calculated and maintained unrealized gain/loss on foreign transactions.

§Involved in various tax projects including book to tax depreciation, fixed asset reporting, lease transactions, amended state income tax returns, Form 1042 filing and FinCEN 114 (FBAR) compliance.

Littler Mendelson, P.C. – San Francisco, CA 2010 – 2015

($500 million law firm with over 2000 employees)

Senior Tax Accountant

Facilitated law firm’s tax department in a newly created, one-person role.

Managed the filing of Form 1120 federal income tax return and multiple state and local returns.

Supervised the filing of Mexico monthly tax returns including VAT, income, and withholding tax requirements.

Administered the filing of Mexico annual tax return and quarterly government reports.

Prepared and filed all sales and use tax returns, personal property tax returns, business licenses, and annual reports in 40 states.

Prepared the quarterly and end-of-year income tax provision (ASC 740, formerly FAS 109).

Calculated federal and state estimated tax payments and identified tax saving opportunities.

Prepared the annual tax budget, forecasting potential savings incentives for income, franchise, property, and other business taxes.

Saved company over $2,000,000 by successfully reducing proposed Federal and state audit adjustments on income tax, sales tax, withholding tax, and property tax.

Prepared annual FinCEN 114 (FBAR) forms for compliance with U.S. government reporting requirements.

Westaff, Inc. – Walnut Creek, CA 2006 – 2009

($500 million publicly-traded staffing agency with over 5000 employees)

Tax Analyst

Prepared and filed Form 1120 federal income tax return (including Form 5471 for international tax) and over 100 state and local income and franchise tax returns.

Supervised and streamlined the filing of all sales and use tax returns, business property tax returns, business licenses, and annual reports in all 50 states.

Prepared the quarterly and end-of-year income tax provision (ASC 740).

Calculated federal and state estimated tax payments and identified tax saving opportunities.

Reconciled daily bank reports, oversaw payment to various government entities, distributed daily sales and borrowing reports to bank entities, and prepared EFT and wire payments to affiliates and vendors as needed.

Saved company over $250,000 by successfully reducing proposed sales tax audit adjustments.

Chevy’s, Inc. – Emeryville, CA 2003 – 2005

($150 million privately held restaurant franchise with over 2000 employees)

Staff Accountant

Prepared over 35 monthly state and local sales and use tax returns.

Responsible for the $4 million monthly revenue and bi-monthly payroll journal entries to the general ledger.

Reconciled sales tax and various payroll tax accounts on a monthly basis.

Prepared year-end account reconciliations and journal entries.

Worked with government auditors on state and local sales tax audits.

Prepared workpapers for federal Form 1120 consolidated income tax return.

G&K Services, Inc. – Minnetonka, MN 2001 – 2002

Tax Accountant

($500 million publicly traded uniform rental company with over 2000 employees)

Prepared and supervised the filing of over 65 monthly state and local sales and use tax returns.

Updated and corrected tax rates for company’s nationwide system.

Reduced company’s tax liability by over $1 million by working on various tax audits.

Saved company over $100,000 in penalties from erroneous sales tax collection and remittance.

Assisted on tax provision (ASC 740, formerly FAS 109) for the company annual report.

Researched multi-state sales and use tax guidelines to better streamline company operations.

Worked as interim Tax Manager for 3-month period.

Best Buy Co., Inc. – Eden Prairie, MN 1998 – 2001

Income Tax Accountant / Sales Tax Analyst

($10 billion publicly traded retail electronics company with over 10,000 employees)

§Prepared Forms 1065 and 1120 income tax returns and quarterly estimates at federal, state, and local levels.

§Assisted in the computation of the estimated tax rate and tax provision (ASC 740, formerly FAS 109) for the company’s annual report.

§Drafted responses to federal and state auditors’ information requests.

§Prepared and analyzed reconciliation for various tax accounts.

§Prepared 20 monthly state sales and use tax returns.

§Organized business license registration and annual reports for over 150 store locations nationwide.

§Filed state unclaimed property reports and local personal property reports.

§Performed tax research and wrote recommendations for business implementation as necessary.

Education:

University of St. Thomas – Minneapolis, MN

MBA – Accounting

St. Mary’s College of California – Moraga, CA

BA – Integral Liberal Arts

Technical Skills: Lawson, PeopleSoft, Oracle, Microsoft Office, Elite, Site Scan, AS400, Vertex,

CCH ProSystem, CorpTax, OneSource, QuickBooks, FasTax, Great Plains, TrinDocs, RIA, BNA

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