Tax Senior/Supervisor, CPA, MBT

EXPERIENCE

Various Clients, Sunland, CA January 2009 – Present

Tax Planning and Preparation Consultant

Meloni Hribal Tratner LLP, Woodland Hills, CA January 2008 – December 2008

Tax Supervisor

• Prepared and reviewed Forms 1120, 1120S, 1065 and 1040, as well as various state returns

• Performed and reviewed quarterly projections for all entity types and individuals

• Analyzed year end tax planning scenarios for individuals and entity types

• Performed research and writing on various subjects including passive activity rules, foreign tax credit and various state tax issues

Career Note: Time taken off to care for ailing parent September 2006 – December 2008

PricewaterhouseCoopers LLP, Los Angeles, CA September 1999 – September 2006

Tax Manager – International Tax Services Group (6/04 – 9/06)

• Consulting and technical review of US outbound reporting issues including 5471s, 5472s, Foreign Tax Credit calculations, Section 199, 1120F and technical disclosures for reorganizations, etc.

• Performed and reviewed research and analysis to identify and resolve US outbound international issues

• Consulted client to achieve optimal tax department functionality such as transitioning from an outsourced environment to in-house preparation of US outbound reporting requirements including technology training

• Developed and managed a team of outbound reporting specialists through a methodology that involved classroom technical and technology training, project management training and selling activities as well as administration of annual performance reviews

Senior Tax Associate – Business Compliance Services Group (6/02 to 6/04)

• Prepared and reviewed federal and state returns for corporate clients, including consolidated returns and pass-through entities

• Prepared and reviewed quarterly estimated tax payments and extensions

• Supervised and trained new Tax Associates on tax preparation and software use

• Prepared and reviewed international tax returns, including Forms 5471, 5472, and 8621

Tax Associate – Consumer and Industrial Products Group (9/99 to 6/02)

• Prepared domestic Forms 1120, 1120S, 1065, and 1040, as well as various state returns

• Prepared planning and research memos for various clients

• Prepared FAS 109 computations and footnote disclosures for consolidated groups

EDUCATION

University of Southern California, Master of Business Taxation – 1999 (Dean’s List)

University of Southern California, Bachelor of Science, Accounting – 1998 (National Dean’s List)

COMPUTER SKILLS

Tax Software: RIA Checkpoint & Insource, BNA Tax Libraries, CCH, Vantage Tax, GoSystem, Tax Series, & Prosystem FX

ORGANIZATIONS

• Member of the American Institute of Certified Public Accountants

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