Business Tax Fixed Asset
Resume:
Dan Saul
********@******.***
EDUCATION
University of Tulsa
MS Taxation
University of Tulsa
BS/BA Accounting
EXPERIENCE
*/**** – Present Sr. Tax Account - Polston Tax Resolution. Tulsa,Ok
Preparation of complex business tax returns
Review of individual and business tax returns
Preparation of quarterly and extension estimated tax payments
Prepare year-end and multi-year tax planing and consult with client results year
Meet with clients regarding tax matters and oversee client’s tax projects.
Audit client provided business financial statements to remove non-business and non-deductible tax expenses.
5/2017 – 1/2020 Consultant – MBT Consulting. Tulsa OK
•Prepared book to tax adjustments per ASC 740
•Consulted with clients regarding tax, business, & management issues.
•Worked with clients to resolve various tax and bookkeeping issueneeded.
•Entered journal entries into clients bookkeeping system
•Calculated accounting g/l adjustments in excel
•Reconciled financial statement accounts.
•Performed various analysis on g/l accounts
•Prepared and/or supervised month end close.
•Compiled financial statements, budgets, and revenue forecasts for small businesses.
•Assisted in federal, state, and local income tax tax/franchise tax, transactional tax, and personal property tax audits.
•Informed business owners on the advantages and disadvantages of C-corp, S-Corp, LLC’s, Partnership, and Sole Proprietorship entities as it relates to starting a business.
•Provided tax planning and research for both Federal and SALT tax issues.
•Prepared transactional tax returns.
•Managed transactional tax audits.
•Recommended bookkeeping software to small business owners.
•Trained newly hired bookkeepers on accounting/bookkeeping software
1/2017 – 5/2017 Tax Contractor - Jonah Energy, L.P. Denver CO
•Prepared and reviewed state and local Transactional Tax Returns for CO, WY, TX and Denver,
•Prepared ASC 740 adjustments for the partnership and associated credits for the partners.
7/2015 – 12/2016 Tax Consultant – Level 3 Communications Broomfield CO
•Prepared fixed asset book to tax difference to be included as part of ASC 740 entry on the 2014 tax return.
•Reconciled 2014 fixed asset book rollforward, tax adjustment, and tax roll forward.
•Reconciled 2014 intangibles book rollforward, tax adjustment, and tax roll forward.
•Prepared fixed asset additions, cost adjustments, reclasses, retirements, and transfers reconciliation spreadsheets.
•Researched and reconciled year end tax provision to tax return provision numbers.
•Researched and reconciled fixed asset and depreciation differences between Oracle book fixed asset numbers and those reflected in BNA.
•Researched fixed asset issues to resolution per Tax Director request.
•Researched fixed asset and intangible issues per KPMG’s request.
5/2012 – 5/201. Tax Software Analyst - CCH, Inc. Wichita, KS
•Update Corporate S-Corp. and 990 revised tax forms issued by state taxing authorities and associated programming.
• Created and programmed new tax forms issued by state tax authorities for ProSystem FX tax software.
•Trouble shooted and fixed problems with revised or new state tax forms.
•Resolved problems submitted by clients as it relates to technical issues encountered in the preparation of state tax forms.
•Determined accuracy of state add backs, deductions,apportionment factors and resolved items that are incorrect.
•Made sure tax items are flowing from the federal return to the state returns accurately and made corrections if needed.
•Prepared yearly software update for state tax forms.
8/2011 – 5/2012 Contractor - Suncor Energy, Inc. Denver CO
Tax Consultant
•Calculated 3rd Qtr. state income/franchise estimated tax payments for numerous separate company states.
• Prepared 2010 federal and state income tax returns on both the separate company and consolidated basis.
• Researched tax issues for UT, CO, & NM as it relates to the classification of asset sales as either apportionable business income or allocable non-business income.
• Determined whether or not the sale of all assets required the filing of Federal Form 8594.
•Prepared Fin 48 Calculation.
•Assisted Tax Manager with Sarbanes-Oxley documentation.
•Prepared FIN 48 Calculation
•Prepared documentation and reporting as it relates to IAS 12.
•Prepared excise tax returns.
•Coordinate excise tax audits
•Prepared ASC 740 and excise tax accruals
03/2011 – 08/2011 Contractor - Energy Corp. of America Englewood CO Senior Tax Accountant
•Reviewed Corporate Aircraft expense disallowance workpapers.
•Reviewed rollover of parent/subsidiaries tax return workpapers.
•Reviewed fixed asset additions for proper class, life, AMT, ACE, and regular depreciation.
•Reviewed partnership summary workpapers
•Calculated Partner’s distributive share as it relates to IRC Section 704.
•Utilized pivot tables and other excel macros to calculate IDC & TDC’s.
•Reviewed excise tax returns
•Responded to excise tax inquiries from taxing authorities.
•Coordinated excise tax audits.
9/2002 – 3/2011. Berry Petroleum Company, Inc. Denver, CO
Senior Tax Analyst
•Prepared federal, state and local income/franchise tax returns for C-Corp. & Partnerships.
•Calculated FAS 109 (ASC 740) on a quarterly basis to determine the amount of federal and state estimated and extension payments.
•Calculated effective tax rate.
•Prepared notes to 10 Q’s and 10K
•Managed federal, state and local income/franchise tax audits.
•Prepared FIN 48 calculation and disclosure on 10Q's and 10K.
•Calculated IRC Section 199 credit.
•Filed 754 election for partnerships.
•Calculated 263A adjustment.
•Determined viable other acceptable method for 263A calculation.
•Submitted change in accounting method as it relates to the newly determined 263A method to the IRS and received their approval.
•Headed up tax preparation and fixed assets software team.
•Installed and converted new tax preparation and fixed assets software.
•Determined NIOG and corresponding IDC AMT amount.
•Researched miscellaneous issues as it relates to IDC and lease allocations on new acquisitions.
•Calculated Partner’s Distributive Share as it relates to IRC Section 704.
•Assisted in preparation of the tax portion of Sarbanes-Oxley.
•Prepared FIN 48 calculation.
•Utilized V lookup, pivot tables to calculate IDC, TDC, and 263A amounts for wells drilled
In
01/2001 – 9/2002 Kaiser Aluminum Corporation, Inc. Houston, TX
Senior State and Local Tax Accountant
•Researched and presented findings on federal, state, and local tax issues pertaining to potential tax savings, and credits on current and potential transactions.
•Prepared and reviewed state and local income/franchise and transactional tax returns for corporations and partnerships.
•Prepared and reviewed state and local income/franchise tax quarterly estimated and extension payments.
•Resolved all tax notices, inquiries, and audit related issues with state and local tax agencies.
•Prepared state tax issues report for semi-annual major tax issues meeting.
•Prepared state apportionment data spreadsheet for state tax filings.
• Prepared all state and local tax audit protest letters.
•Assisted local plant sites and satellite offices with their transactional tax audits.
•Prepared monthly multi-state tax payment reconciliation.
•Prepared quarterly projected state and local tax liability.
•Reviewed use tax filings.
•Managed sales & use tax audits.
•Prepared documentation and reporting as it relates to IAS 12.
•Documented APB 23 assertions.
•Prepared Sales and Use Tax returns.
•Headed up audits of Sales & Use Tax returns.
9/2000 - 01/2001 Temp. to Perm. - SBC Wireless, Inc. Dallas, TX
State Tax Manager
•Prepared and reviewed state and local income/franchise tax returns for corporations and partnerships.
•Prepared and reviewed state and local income/franchise tax quarterly estimated and extension payments.
•Researched state and local tax filing requirements for newly formed LLC's.
•Researched apportionment factor issues for state income/franchise tax.
•Researched and responded to correspondence from state and local taxing authorities.
•Prepared Telecom and Use Tax returns.
•Headed up Use Tax audits.
•Participated in Telecom Tax audits.
01/1997 - 09/2000 Marketing Specialists Corporation, Inc Dallas, TX
Tax Manager
•Developed and organized the tax department of a large multi-state corporation.
•Prepared local income, property, excise and use tax returns.
•Prepared federal and state tax provisions including franchise and income taxes.
•Calculated the federal and state combined effective tax rates.
•Filled quarterly federal and state tax payments.
•Prepared federal consolidated tax returns including eliminating entries.
•Researched IRS code, regulations, rulings, and court cases to determine and implement tax savings initiatives and reduced tax related legal exposure.
•Resolved all federal and state tax audit related issues in a favorable manner.
•Assisted with the preparation of all annual benefit plan returns.
•Researched and reported on tax related issues for all proposed stock and asset aquisitions and mergers.
•Developed fixed asset tracking and reporting system.
•Ensured accuracy of fixed assets, application of appropriate depreciation and amortization methods and class lives for both GAAP and tax basis.
•Developed and implemented fixed asset physical inventories of 60 branches in 35 states and reconciled it to the general ledger.
•Reconciled and prepared roll-forwards on all fixed asset and tax accounts.
•Managed sales, use, & property tax audits.
•Prepared Sales and Use Tax returns
•Prepared ASC 740 adjustments.
01/1995 – 1/1997 Schwartz, Adelman, Kellerman, & Marks. Dallas, TX
Tax Accountant
•Prepared and reviewed federal, state, and local income tax returns for C & S Corporations, Partnerships, Trusts, Estates, and Individuals.
•Performed tax research as requested and acted as the office tax specialist.
•Researched projects included issues related mergers and aquisitions and the appropriate entity for start-up businesses that meets the client's needs.
•Performed year-end tax planning.
•Prepared financial forecasts and multi-year cash flow assumptions.
Tax and Fixed Assets Software Proficiency
•ProSystem FX
•InSource RS
•InSource Fixed Assets
•FAS Fixed Assets
•One Source
•RIA, CCH, and BNA Online Tax Research
•Oracle
•Corp Tax
•Quickbooks
•Lacerte
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