Sales Manager

DIANNA WOODS-HOLMES, CPA | *** MENDOTA RD. WEST, W. ST. PAUL, MN 55118

MOBILE: 952-***-**** | eyre5z@r.postjobfree.com

POSITION OBJECTIVE:

MANAGER-TAX, ACCOUNTING AND REPORTING USING RECENT MBA COURSEWORK IN ACCOUNTING AND FINANCIAL MANAGEMENT WITH EMPHASIS ON MERGERS AND ACQUISITIONS

Award-winning Tax Executive Consultant with over 20 years of extensive experience directing complex tax accounting projects for companies such as UPS, Delta Air, Matria Healthcare, Deloitte & Touché, Saks, BellSouth and Home Depot. Leveraged expertise in international, federal, state, sales & use, and property tax systems to save an array of multi-billion dollar companies substantial sums. Adept at creating tax matrices and strategies to shield tax exposure for SEC registrants. Received multiple IRS Commendatory Memos for effectively developing tax issues. Core competencies include:

Tax Systems FAS 109 Internal & External Tax Compliance Tax Matrices Cost Savings

Technical Skills: MS Access, MS Excel Add-In, CCH, RIA Checkpoint, LexisNexis, ProSystems, OneSource (fka Insource), CORPTax, PeopleSoft, Hyperion, Sch M-1, Sch M-3, Forms 1120, 8594, 5500, 5471, 8858, Sec. 199

PROFESSIONAL EXPERIENCE

Tax Accounting Systems, LLC (fka Global Tax Consulting, LLC)| Atlanta, GA 2004 - 2012

Owner-Manager, Tax and Accounting (Contract and Sub-Contract Consulting)

• Impressive portfolio of companies serviced including McKesson (fka NDC Health), Bellsouth, Global Payments, Saks Inc, Matria Healthcare, Alere Medical, and Eclipsys Corporation.

• Alere Health, LLC (fka Matria Healthcare, Inc.)

o Spearheaded the federal and multi-state income tax compliance using InsourceRS tax software for Alere Medical (fka: Matria Healthcare) as needed each year during 2006 – 2012. Included the preparation of the consolidated federal Form 1120 and 1120 PC, international tax returns, the short period consolidated federal income tax returns, the majority of the state income and franchise separate, combined and consolidated tax returns; researching all states’ treatment of IRC Section 351, 368, 382, 332, and 381; and developing tax matrices for all states’ service industry revenue sourcing rules. Also guided the tax technology efforts each year as liaison between Thomson-Reuters and Tax Department, and partnered on tax research matters with Tax Director.

o Prepared multi-state sales and use tax returns related to fulfillment activities on printed material.

o Prepared month end close journal entries, account analysis, and monthly reporting to parent company using Hyperion and PeopleSoft.

• Global Payments, Inc.

o Prepared multi-state income and franchise tax returns as needed each year during 2005 - 2011.

o Assisted with Tax Stream software implementation for FAS109 compliance purposes.

• Eclipsys Corporation

o Worked with Tax Director as the preparer of various FIN 48 analyses of state income tax return liabilities covering a 10 year period.

• BellSouth/AT & T

o Prepared over 100 amended state income tax returns due to an IRS audit using InsourceCS.

• Saks, Inc. (Saks 5th Ave)

o Worked as part of a due diligence team responsible for preparing balance sheet carve-outs of all FAS109 accounts related to the divestiture of 41 retail stores located in the Southern region of the U.S.

• Also Sub-Contracted Thru: Callaway Partners, Bolton Group, Pareto Staffing, and Ajilon.

United Parcel Service | Atlanta, GA 2002 – 2004

Tax Manager (Sub-Contract Consulting)

• Prepared multi-state combined and consolidated corporation income tax returns using Vantage Tax, and estimated tax payments for various entities.

• Served as subject matter expert on use taxation during a VERTEX system migration by researching the tax treatment of 54 product codes in 45 sales/use tax jurisdictions, yielding 2,430 tax issues that were analyzed, researched for taxability purposes and recorded in a permanent deliverable that is still used to this day by the UPS Sales Tax Manager.

Jefferson Wells International, Inc. | Atlanta, GA 2000 - 2002

Tax Manager Level Consultant

• Client list included Fortune 500 companies such as Delta, Home Depot, RMC, Premier Technologies (PTEK) and AirGate PCS, a Sprint Affiliate.

• Prepared federal and state consolidated corporation income tax returns using InsourceRS for RMC.

• Managed sales and use tax audits for Delta; amended 100’s of sales and use tax returns for PTEK.

• Prepared multi-jurisdictional property tax returns for over 100 cell phone towers for Sprint PCS.

Cleveland Electric Company | Atlanta, GA 1997 - 1999

Tax Manager

• Managed all areas of taxation for this closely held mechanical and electrical construction contractor.

• Prepared all property tax and sales and use tax returns.

• Prepared all federal workpapers and all state apportionment schedules while acting as the liaison for the external CPA firm, BDO Seidman.

• Managed all federal and state tax audits: Results? No tax deficiency, only refunds due to the company.

Deloitte (fka Deloitte & Touché, LLP) | Atlanta, GA 1997 - 1997

Senior Tax Accountant

• Managed a staff of seven Tax Accountants and provided one-on-one training during the tax compliance season for this Big 4 CPA firm.

• Prepared federal income tax proforma and consolidated returns for various major clients.

• Prepared and reviewed state income and franchise tax returns for various major clients.

• Prepared amended sales and use tax returns for major clients.

• Performed extensive tax research projects as required for various client engagements.

Bellsouth Telecommunications (Acquired by AT&T) | Atlanta, GA 1995 -1997

Sales and Use Tax Consultant

• Performed reverse sales and use tax audits which generated considerable dollars in tax refunds by reviewing the client’s accounts payable and billing records.

Onan, Inc. | Minneapolis, MN 1993 -1995

Tax Accountant

• In a two person tax department, was responsible for preparing federal and multi-state income tax returns for this manufacturer of equipment and component parts and accessories.

• Also managed all aspects of the sales and use taxes, as well as property taxes and business licenses.

International Paper Company | Memphis, TN 1989 - 1990

Tax Accountant

Prepared federal corporation income tax returns and performed federal income tax research.

Internal Revenue Service | Minneapolis, MN 1980 - 1985 and 1991 -1993

Tax Auditor

• Interviewed and audited an average of six taxpayers per day.

• Researched complex federal tax issues, summarized results and presented RAR to the taxpayers.

• Managed case loads averaging 60 to 90 tax audits per month.

EDUCATION & LICENSURES

Keller Graduate School of Management | Illinois | M.S Accounting & Financial Mgmt. Online (Anticipated Completion: Oct. 2012)

Final Class In Progress – Financial Capstone: CFO Project – Given the long-term objectives of a company (Starbucks-Hypothetical), develop a plan for growth through acquisitions, mergers or other strategic measures, including financing and tax strategies, and calculate the intrinsic value, market value, book value, and capitalized value of the proposed target corporation. Given data related to the operations of the target (Dunkin Donuts-Hypothetical) company, identify, analyze, and report to the acquirer’s (Starbucks) executive management team the potential risk faced by Starbucks as purchaser and the best potential integration/migration strategies for the risk exposure.

Metropolitan State University | St. Paul, Minnesota | B. A., Accounting, June 1989

CPA License: Tennessee and Georgia (CPA024275)

Veteran Status: Spouse of Disabled Vietnam Veteran

Contact this candidate