Tax Compliance Multi-State

Mark H Lipski Tax Resume

425-***-****, ****.********@*****.***, Jacksonville, FL

EDUCATION:

Edinboro University of Pennsylvania

Bachelor of Arts in Accounting

I bring a keen eye for detail, ability to work independently or as a team, in person or remotely, think geometrically and adhere to internal due dates and tight deadlines. Background includes extensive tax preparation experience with large public, including closely held corporations 1120, 1120-S, nonprofit 990/990T, on various complex consolidated federal tax compliance. Including partnership 1065, 8865, international 5471 & 5472, multi-state tax compliance expert (consolidated, combined & separate). State apportionment, ETR state tax, state tax depreciation, state tax addback and cash tax forecast. FACTA, FBAR 1042-S, 1042-T, 1042, 8858 & 114. Prepare & review quarterly & year end ASC tax provision workpapers and account reconciliation. A GAAP expert. M-1 to EP. Managed a four-person indirect tax team on all indirect multi-state tax returns, sales/use tax, property tax, premium tax, including GST & VAT compliance. Reviewing Federal. State notice and drafting responses. Expert tax research skills, Inteliconnect – CCH, Checkpoint, BNA, Orbitax ITP, Experience tax compliance software: Corptax, One Source (admin level), Go Systems RS, Ultra Tax, Lacerte, Vertex, Avalara, Premium Pro. and BNA fixed assets. ERP experience: SAP, Oracle, Essbase, JDE, MAS 90, HFL, BPC, DNA, HFM. Migration tools & Project Management: SharePoint, Workfront and Tax Driver. High level Excel skills. Ability to work effectively under pressure. CPA Eligible.

PROFESSIONAL EXPERIENCE:

Dun & Bradstreet

Senior Associate, State Tax March 2024 to February 2025

Prepare State income / franchise tax returns filings including quarterly estimates and extension. Prepare check or wire payment request for tax payments.

Prepare and review State tax provision calculation for quarterly and yar end financials (ASC 740)

Prepare state apportionment, communicate with various accounting personnel to gather information.

Respond to and resolve tax notices and communicate with tax jurisdictions, as necessary.

Assist in the preparation of the US Federal consolidated return/ Worth with tax department team members on various projects such as Country-by-Country Reporting (8975).

Keep abreast of law changes (tax rate changes & other rule changes). Implement improvement processes when deemed appropriate.

The Fay Group February 2023 to March 2024

Senior Tax Manager

Coordinate the annual tax filings, quarterly state filings, regulatory filing and reporting required

Preparation of Federal & State partnership, Fed & State Corporate & foundation tax returns.

Preparation of consolidated and consolidating financial statements monthly including BS, IS and cash flow, changes in equity, eliminating entries.

Preparation of CEO tax returns

Resolve tax controversy notices and audits. Assist, advise and Recap tax research explain complex tax concepts and procedures.

Mark H Lipski LLC Sept 2021 to December 2022. B2B: PerkinElmer Inc, Baxter Healthcare Corporation, CDW, Oracle Elevator, XO Jet Holding - Consultant

Preparation of Federal, International & State income tax compliance, tax work papers audit ready. 1120, 1120S,1065, 8865, 5471, 5472 and 8858. One Source & Corptax software. SAP.

FACTA, preparation of all 1042-S, 1042-T, 1042, 7004 & 8809 tax forms. W-8EN, W-8BEN-E. Compile data and compliance.

Prepare ETR analysis budgets & forecast. Cash tax forecast. Resolving notices and assessments with tax authorities. Compilation of state apportionment factors.

Calculate and prepare quarterly Federal and state estimated tax payments, state tax extensions and payments, FACTA extensions,

Indirect Tax

Andritz (USA) Inc.

Senior Income Tax Accountant December 2020 to Sept 2021

(Remote / Atlanta) Andritz an international technology group and manufacturer with revenues of more than 8 billion and 29,000 employees.

Preparation of Federal, International & State (consolidated, combine & separate income and franchise tax returns).

income tax compliance, tax work papers audit ready. 1120,,1065, 8865, 5471, 5472 and 8858. One Source tax software, Est Tax, Tax Provision, UTP, SAP.

Prepare quarterly US income tax provision, perms, temps, ETR and State ETR, return to provision, calculations and journal entries.

FACTA, 1042, 1042-S, 1042-T, FBAR form 114, CRS and residency certificates.

Monthly accounting process, FIN 48 calculations (Actual & Forecast), UTP, billing of management fees, cash tax actual & forecast reporting, and reconciling tax accounts.

Maintain tax filing calendar for the tax department., property tax, quarterly estimated tax, extension reporting and state compliance. Tax depreciation rollforward, state tax depreciation, calculations.

Refine and improve data collection and other processes. Ensure compliance for all tax filings. Coordinating data collection with outside entities and consultants. Expert time management and excel skills.

Resolution federal, state, and local tax notices and audit issues. Strong verbal and written communication skills.

Transfer pricing, developing, preparing, and maintaining TP documentation and modeling. Canada CERS, CEWS, PLOI Elections.

Sales/Use, + S/U in-depth review on new acquisition, Property, Franchise and 720 Excise tax returns and all indirect notices.

Checkpoint, Oribitax, OneSource, Oracle, SAP, HFM, Syteline.

SOX control documentation.

Intuit Inc.

Senior Tax Analyst II - Consultant September 2020 to December 2020

(Remote / San Diego with revenues in excess of 7 billion. Professional tax software ProSeries and Lacerte updating and testing 2020 tax components on both Federal & State, for Corporate, S-Corp, Partnership & Fiduciary tax returns.

Research, analysis, and documentation of Business Tax issues of moderate to high complexity.

Drive development of improvement to tools and processes.

Develop strong working relationships with teams, other functional groups, and government agency partners, monitor trends, mandate, and changes to tax rules.

Meet had deadline to provide adequate lead-time for the business and customers to prevent significant tax agency notice.

Strong understanding of Federal and Multi-State business tax returns

Clearly communicating moderate-to-highly complex tax issues, as assessing the impact to development a all-business groups.

Ability to work in technical environments using high level Microsoft office skills and various in-house tools.

Global Tax Talent

Senior Income Tax Analyst – Consultant September 2019 to September 2020

(At tax corporate headquarters.)

Preparation of Federal, International & State income tax compliance, tax work papers audit ready. 1120, 1120S,1065, 8865, 5471, 5472 and 8858. One Source tax software. SAP.

FACTA, preparation of all 1042-S, 1042-T, 1042, 7004 & 8809 tax forms. W-8EN, W-8BEN-E. Compile data and compliance.

Prepare ETR analysis budgets & forecast. Cash tax forecast. Resolving notices and assessments with tax authorities. Compilation of state apportionment factors.

Calculate and prepare quarterly Federal and state estimated tax payments, state tax extensions, FACTA extensions,

Compiles analyze and research data for personal property tax return compliance using high level excel skills. Assist with annual R&D credit calculations.

Use, Property, and excise tax preparation.

Review federal, state, and local tax notices as well as drafting responses.

Assist with ad-hoc project and perform other duties assigned.

Quarterly/monthly Tax Provision ASC740. Workpapers, Update tax footnotes.

Property Tax, excise tax, annual reports preparation.

The Walt Disney Company

Senior Income Tax Analyst - Consultant May 2019, to September 2019 )

(At tax corporate headquarters in Celebration FL. The Walt Disney Company with the recent acquisition of the Fox Group has revenues in excess of 96 billion and over 1,200 US domestic entities.)

Preparation of complex 1120 tax return work papers and proforma’s. Disney using OneSource Tax Software and the pre and post stub period 1120 tax preparation for newly acquired Fox Group, using CorpTax Software.

Preparation of multi-state, unitary, combined, separate filing corporate tax returns.

Review and analyze various ASC 740 tax account roll-forward schedules, EST, AOP, Provision, Forecast & reconcile to the general ledger (SAP).

Confirm deferred tax assets and liabilities by performing balance sheet tests.

Quarterly estimates and extension payment. Quarterly Tax Provision ASC 740. Update ASC 740-10.

The AES Corporation.

Tax Manager - Consultant (January 2019, to March 2019 )

(At Indiana Power & Light, IPL, headquarters in Indianapolis, IN. A global power company providing sustainable energy to 15 Countries. Worldwide revenues of 11 billion) . Yearend tax provision project.

Annual ASC 740 tax provision, tax rates, PBC work papers.

Develop ready audit files to support current year returns.

Extension & Estimated tax payment

Tax Controversy compliance.

Samsung Electronics America, Inc.

Senior Tax III - Consultant ( July 2017 to August 2018)

(At tax corporate headquarters in Ridgefield Park. Samsung Electronics America is an import distributer of consumer electronics with revenues more than of 70 billion)

Preparation of complex 1120 Federal Consolidated Income Tax returns & 990-PF.

Preparation of 40% of all SEA multi-state corporate tax returns. World-wide, consolidated, combined and separate tax corporate tax returns. Including CA, NY & MA. Overly complex corporate state tax returns. 1st review of other’s state tax compliance. State tax depreciation,

Preparation of all 5472 & 5471, 8865, 8858 – 1042-S.

Monthly/Quarterly: DE returns, Ohio CAT, WA B&O, Nevada commerce tax compliance.

Compilation, substantiation, and documentation of State apportionment factors.

Quarterly Tax provision ASC 740, ETR calculation, update tax footnotes.

State Tax Provision to return analysis and resolve disputes and inquiries from tax authorities, assist with tax audits. State Tax Addback schedule, State Tax Deprecation

Excellent data manipulation & data analytics skills. Tax communication with other divisions.

Cunningham Lindsey US, Inc.

Tax Manager (December 2015 to July 2017)

(At tax corporate headquarters in Tampa, FL. Cunningham Lindsey worldwide has approx. 6,000 employees in 46 countries with revenues more than 1 billion)

Managed all aspects of federal & State tax compliance of complex consolidated 1120 Federal Income Tax returns, includes 8865, 5471’s and 5472. Multi-State (unitary and separate, 44 States) tax return compliance OneSource Tax software.

ASC 740 provision calculations US & Canadian preparation of annual and quarterly. Preparation of financial footnotes disclosers.

Review and analyze various tax account roll-forward schedules and reconcile to the general ledger.

Compilation and substation of documentation of complex State apportionment factors.

Preparation of annual & quarterly estimated tax payments federal & multi-state.

Compiled data and communication of Canadian Tax returns with third party (T-106 & T-2.

Preparation and review of accounts for auditors PBC list disclosures.

In charge of all FACTA, FBAR, W-8BEN-E and CRS-E bank reporting.

Team leader tax liaison in charge of Global Tax Knowledge transfer (tax provision) with Accenture tax team in India.

OneSource Tax software – Super User, OneSource Admin, HFM, SAP and BPC.

Managed and reviewed indirect tax US sales/use, property tax, Canada GST.QST dashboard with EY preparation tax team.

Oversaw VAT outsourcing with KPMG tax.

Rolls-Royce North America, Inc.

Tax Manager - Consultant ( March 2015 to June 2015)

(Tax corporate tax headquarters in Indianapolis, IN. Rolls-Royce has revenue more than 4.5 billion)

Preparation of complex domestic entities, 1120 Federal Income Tax returns, using Vertex Tax, SAP Enterprise, M3’s. Used Excel extensively, and performed tax research as needed.

Downloaded of all the SAP Rolls-Royce trial balances, modify and upload to Vertex Tax. Verified new accounts for mapping in tax software.

Springleaf Financial, Inc. (December 2013 to January 2015)

Lead Tax Manager (Company went public and tax department was moved to CT)

(Springleaf Financial, Inc. at the tax corporate headquarters in Evansville IN. Springleaf Financial has approx. 4,500 employees with revenues of more than 1.8 billion.)

Preparation of domestic corporate tax compliance emphasis, Federal, Multi-State (separate and unitary) corporate tax returns using CorpTax software, GL Essbase.

Managed a four-person Indirect tax group all indirect multi-state tax returns, sale/use, gross receipts property tax, business license, tax guidance, foreign indirect, etc...

Resolve disputes and inquiries from taxing authorities, assist with tax audits. Provide documentation for audits.

Research and analyze complex tax issues.

Preparation of Private Foundation 990 tax returns, Compilation, substantiation and documentation of State apportionment factors.

ASC 740 preparation and financial footnote discloser updates.

Quarterly and annual premium tax returns for various insurance companies using Premium Pro tax software.

Quarterly State tax estimates, cash tax template & state tax extensions & payments.

Preparation of federal tax M3’s, depreciation, fair value etc.

Year-end PBC account reconciliations for auditors.

Provision state tax reconciliation and other deferred account reconciliations, ETR preparation.

Proficient in excel worksheets and internal controls documentation.

Dow Jones and Company, Inc. (September 2011 to December 2013)

Senior State Tax Specialist (left when company was spun off)

(Dow Jones Inc. & Company, at the tax corporate headquarters Princeton, NJ. Dow Jones is a News Corporation company. Dow Jones/ News Corp has 5,000 employees with revenues more than of 8.9 billion.)

Preparation of domestic tax compliance emphasis, 1120, 1065, Federal, managed all Multi-State, consolidated, combined and separate corporate tax returns using CorpTax, CorpTax Office/CorpTax Calendar/CorpTax WorkSpace. OneSource RS (originally) when started, GL PeopleSoft EPM.

Preparation of foreign entities, compliance emphasis 5471, 8858, 8865 returns and 1118 income sourcing preparation.

Quarterly and annual ASC 740 tax provision analysis and schedules for domestic, foreign country and other global schedules. And the principals of ASC 740.

Preparation and verification of E&P and taxes pool & support from all foreign subsidiaries.

Compilation of tax factors and complex income sourcing for the consolidated state apportionment tax factors workbook.

Preparation of foreign monthly sales tax/vat filings and prepare data for 3rd party tax filings.

Quarterly State tax estimates, cash tax template & state tax extensions & payments.

Maintain (Federal & State) tax fixed assets, intangible assets for state tax modifications basis.

Perform tax research as necessary to support tax positions and other special projects as assigned during relevant periods. (RIA Checkpoint, CCH & BNA)

Resolve disputes and inquiries from tax authorities, assist with tax audits.

R&D Sec 174 analysis.

Expedia Inc. Senior Tax Analyst - Consultant, (May 2011 – September 2011)

(Expedia operates several of world’s largest internet travel sites. Expedia has 8,900 employees and revenue of more than 3.5 billion, positioned at the tax corporate headquarters in Bellevue, WA.)

Preparation of domestic entities, 1120 Federal and State (unitary & separate) corporate tax returns using Corp Tax software.

Tax research and other special projects as assigned.

Analysis and compilation of the state apportionment, complex income sourcing, factors workbook.

Texas Margin Tax return preparation.

Quarterly and annual tax provision analysis and schedules for domestic schedules. And the principals of ASC 740.

Global Tax Compliance – Stryker Corporation (Feb 2011 – May 2011)

Tax Specialist – Professional Consulting Services LLC (May 2009 – January 2011)

Senior Tax Accountant - Security Properties, Inc. (January 2009 – May 2009)

Senior Tax Analyst, SALT - Contract, URS Corporation (April 2008 – December 2008)

Tax Manager - Consultant, Amazon.com Inc. (November 2007 – March 2008)

Tax Manager, Diamond Parking, Inc. (September 1998 – July 2007)

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