Tax Accountant Multi-State

SUSAN D. DIBELLA

Park Ridge, NJ

914-***-**** https://www.linkedin.com/in/susan-d-dibella-b8316915/

*********@*****.***

Professional tax accountant/supervisor/manager, Compliance and Research including Indirect Tax-Sales/Use, SALT- Income/Franchise Tax, Multi State Partnership Reviews, Unclaimed Property & Holder reporting, International Tax, Federal, Corporate and Individual returns, Payroll Tax, resulting in reduced costs and optimized earnings.

Skills: OneSource, Corp Tax, Vertex, SAP, Windows, Word, Excel, Ultra Tax, La Certe, Dentrix, PowerPoint, PeopleSoft, MRI, Outlook, Lotus Notes, Oracle, Vertex, OnBase, QuickBooks system Enterprise 9.0

Tax Research Skills-RIA CHECKPOINTE BNA, CCH, LEXIS-NEXIS, BLOOMBURG, ProSystem’s Fx, PeopleSoft, Lotus Notes, RIA-Checkpointe, PowerPoint, EXCEL (Pivot Tables), Microsoft & SAP

PROFESSIONAL EXPERIENCE

ADP, Inc (AGM TECH SOLUTIONS) – Roseland, NJ

Corporate Tax Accountant (Seasonal Remote) Jan 2025 – Apr 2025

Preparing Income/Franchise Multi-state tax returns using Corp Tax and Excel.

PRICE WATERHOUSE CORP- PWC FLORHAM PARK, NJ/REMOTE Feb 2024-Apr 2024

Senior Tax Associate- Multi-State & Local Tax Reviewer II

Multi-state Return reviews for State Income tax returns for partnerships and corporations using Track,

Go Systems, OneSource, Excel, Super Forms Tax, Adobe and Corp tax.

Provided compliance for returns, tax research and mentoring new hires.

Filing Extensions for private equity entities, fund to fund.

ERNST & YOUNG – EY Hoboken, NJ/ REMOTE Jan 2023- Oct 2023

Tax Senior Associate -Indirect Tax/FSO SALT Division

Multi-state Tax Return reviews for Income tax returns for partnerships and fund entities using Go Systems/OneSource, SharePoint, Excel.

Provided compliance for returns as needed, tax research and mentoring new hires.

DELOITTE LLP (E-teams) – Boston, MA & Minneapolis, MN/REMOTE Aug 2022-Oct 2022

Tax Senior – SALT Group

Short term project doing multi-state SALT return reviews.

Preparation of State Compliance returns using Corp tax and OneSource. Provided compliance for returns, tax research and mentoring new hires.

KPMG – Montvale, NJ/ REMOTE Mar 2022-Aug 2022

Senior Tax Associate-SALT Group

Reviewed SALT returns using OneSource. Provided compliance for returns as needed, tax research and mentoring new hires.

Mentor to new employees teaching OneSource and tax return preparation.

Fujifilm Holdings America Corporation, Fujifilm Medical Systems USA INC, Fujifilm SONOSITE INC & Fujifilm Recording Media (CER CORP EMP RESOURCES)- Valhalla, NY/PARTIAL REMOTE Jul 2013 –March 2022

Senior Tax Accountant

Sales/Use Tax Return filings & payments for all states & municipalities for Fujifilm subsidiaries including Special Projects, Account reviews, state governments & municipal correspondence using SAP, Vertex 9.0, Excel & Multi-state websites using OneSource, OnBase, Oracle resulting in tax savings and compliance.

Preparation of local tax returns i.e., OH CAT, CA Environmental Returns & Nevada Modified Business Returns.

Filing Unclaimed Property Holder Reports & Claims resulting in Collection of over $850k in unclaimed funds.

Initiated procedures for Unclaimed property reporting. Educated all company personnel on Unclaimed Property procedures.

Exemption certificate management. Audit, Income/Franchise, and Personal property tax work. Tax Return Amendments. Resolved tax correspondence issues from all states.

Liaison for OneSource training. Educated tax dept. personnel on use of OneSource software.

Filing of Business Licenses, Renewals, Permits & Business Registrations resulting in tax savings for all companies. State Audit Prep

DiBella Dental, PC, - Park Ridge, NJ Jan 1986 – present

Tax Manager

Responsible for all practice management & admin including month & year end closing, journal entries, financial statement prep, workmen’s comp & disability policy review, responding to tax notices, payroll & income tax returns, preparation & Filing of Federal & State returns including W-2’s, W-3’s, 1120S, Sched K & K-1, 1040’s, 940’s, 941’s and NYS tax forms i.e. MTA-305’s, NYS-45, AP, AR, Bank Rec’s, GL, Cash receipts, billing.

Office Manager and tax accountant for Dental Practice.

Handled all accounting, payroll and administrative functions, tax return filings, quarterly FED 941, 940 & NY, NJ state payroll returns. Preparation of depreciation schedules.

Supervisor of 10 direct reports including recruitment, interviewing, training of personnel.

Dentrix System, Microsoft Word, GAAP requirements, Tax Research, G/L & A/R, A/P, all schedules, budgets.

Full charge bookkeeping, accounting, IRS tax forms filings. Reception, scheduling, and patient administration. Health Ins research, HR advisor

DiBella Landscaping, Construction & Snow Removal Park Ridge, NJ Nov 09-Dec 2024

Controller/Tax Manager

Filing of HUT, Sales Use, Income tax returns as well as all ins. Audit, business registrations & licenses

Groome Industrial Service Group, Waldwick, NJ Jan 09 – Nov 09

Sr. Corporate Accountant

Accounting for 5 corporations, Payroll - prevailing wage & garnishments, Tax Research, Federal audit work & Sales/Use Tax return filings in 10 states, training of employees, exemption certificate management, AP and AR, bookkeeping, employee benefits review, bank recs, billing & use of Job # cost systems, preparation of monthly commission statements & WIP reports, HSA, Health ins & IRA research.

Daily monitoring/transfers for ten bank accounts, extensive communications in building maintenance industry for commercial clients, preparation of invoices and online billing systems AIA, IATA for airlines invoicing.

Monthly Journal Entries, depreciation of fixed assets. Using QuickBooks system Enterprise 9.0.

Preparation of estimated tax payments for 5 corporations, annual business returns, responding to IRS inquiries.

for compliance, merger of three corporations. Use of Goldmine, Outlook, Excel, Word.

AP accountant, Served clients like Jones Lang LaSalle, Teterboro Airport, Covanta, Local Municipals.

HSA & IRA account monitoring, preparation of travel expense reimbursements for 30+ employees.

Business registrations, license & permit filings.

Prepared monthly, quarterly & annual Property, Plant & Equipment financial reporting (Balance Sheet P&L).

Provided day-to-day financial support to operating groups - journal entries, financial reports.

Created monthly, quarterly fixed asset reports to meet internal & external reporting requirements.

Worked with outside auditors and responded to Federal and state government inquiries.

Chubb Ins. Corp, Warren, NJ Jul 06 – Mar 08

Tax Supervisor/Senior Tax Accountant

Sales/Use, Property & State Income Tax (Assisted on Federal return as needed) Tax Research & Compliance

Accountant at insurance firm responsible for research on all states, filing and reviewing of returns for sales/use, personal property and state income tax returns.

Wrote tax summaries & directives. Review of private letter rulings.

Reconciliation of fixed assets accounts in relation to state reporting. Heavy tax research.

NJEDA contract reviews, NJEDA audits and special projects. NJEDA reports were detailed regarding fixed assets, inventory and other state monitored items.

State audits & prep work. Audit of corporate IT purchases, payments, and invoices. Used CCH, ProSystem’s Fx, PeopleSoft, Lotus Notes, RIA-Checkpointe, Insource, AIA, Lexis-Nexis, Corptax and other tax programs.

Taught Financial Management Network classes.

Completed annual returns, state estimated payments, extensions, and property tax billing submissions.

Extensive oral & written communications with corporate and government personnel.

Appointed to the Steering Committee to implement paperless office system and research available software.

Assisted in other tax projects and correspondence. Wrote explanations of state tax codes for internal and external personnel and implemented (Fin 48) ASC 740, FAS 109 and SOX classes and training.

IBM, Tarrytown, NY & Montvale, NJ Dec 81 – Feb 86

International Tax & Loan Analyst-Payroll Tax Accountant-Payroll Analyst- Sales/Use Tax Accountant

NYU, New York, NY

Asst Business Manager in NYU Dental School Accounting Office Jul 77 – Dec 81

Fund Accountant in Controller’s Division, Sr. Accountant/Financial Analyst

Asst to Controller & Sponsored Research Accountant

Education:

NYU-BS in Org Dev & Finance/Accounting, New York University - NYC, NY

RCC-A.A.S. Accounting & Business Administration, Rockland Community College -Suffern, NY Phi Sigma Omicron Honors Grad for Management Development Program

PACE UNIVERSITY LUBIN GRADUATE SCHOOL Master’s degree Taxation – White Plains, NY

72+ CPE’s 2006-2021 and 75 CPE credits completed 2023

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