Anna Prescott Email and Phone Number

U.S. federal and state payroll tax amendments and compliance. Manage Amendments program. 20% time spent partnering with the Engineering team on technical improvements.Highlights:• Developed and implemented Python applications to automate payroll tax amendments for Forms 940, 941, 944, W-2, 1099-NEC, and various state payroll tax returns, reducing time spent on eligible tax amendments by over 95% and empowering the Tax Resolutions team to take on almost 13 times more cases than the prior year and maintain that momentum going forward.• Developed and implemented a downloadable 941 Schedule B, providing instant results to customers and reducing time spent by Operations and Support teams on manually processing forms and responding to related inquiries from 70 hours per quarter to zero.• Designed, implemented and currently managing the Payroll Tax Amendments Jira project, including establishing dashboards and standards, monitoring and assigning work, and tracking amendment cases from estimate acceptance to filing, increasing efficiency and fidelity throughout the process.• Defined, improved, and created documentation for amendment and advanced tax support processes and methodology, such as ERC amendments, 1099 FIRE filing, and automation tooling.• Wrote public-facing Support Center articles to educate subscribers about the amendment program and answer frequently asked questions.• Constructed and wrote internal guidelines for Support staff to better handle customer tax issues as they navigate the amendment workflow.• Research and resolve advanced tax and benefit issues for customers.• Prepare, review and file payroll tax amendments for 50 states in addition to federal and local jurisdictions.

Contributed to federal, international and state income tax compliance and planning processes, including quarterly and annual compliance, provision and reporting tasks. Responsible for (and later provided support for) sales and use tax compliance.Highlights:• Personally prepared forms included in U.S. consolidated tax return, including Forms 5471, 8858, 4562, 6765, 3800, and 5731, in addition to 1120 and supporting schedules.• Provided diverse tax expertise across various states, personally preparing and filing income tax returns for 34 states and cities.• Filed sales and use tax returns for over 40 state and local jurisdictions, optimizing the process by utilizing software and providing support as task ownership transferred to junior tax accountant.• Prepared Canadian tax return and performed final review of foreign tax returns and provisions.• Prepared original reports and documents, such as a memo and supporting summary of the effect of the TCJA on company meals & entertainment deductions to aid management in making decisions about company policy.• Initiated and managed ad hoc projects by working cross-organizationally to identify and resolve issues such as gaps in income tax and sales tax compliance, ultimately minimizing tax exposure.• Responded competently and timely to notices from state and local jurisdictions, frequently reducing or eliminating fines and penalties.

Responsible for FATCA and CRS compliance as well as portions of U.S. international tax compliance. Provided international tax planning and transfer pricing support.Highlights:• Developed process for global corporate entity FATCA and CRS compliance, resulting in an optimized, standardized set of procedures that were utilized organization-wide.• Personally prepared and/or reviewed Forms 5471 and 8621 for hundreds of mutual funds included in the U.S. consolidated federal income tax return.• Quickly acquired the skillset required to support the transfer pricing team after the departure of a team member, taking on new tasks such as assisting in rollforward of transfer pricing documentation for over 30 countries and quarterly FIN 48 analyses related to transfer pricing.• Prepared presentations and documents for use by management in communicating transfer pricing and international tax issues to sales team and other departments.

Supported U.S. federal and international income tax compliance and planning and sales tax compliance before and after acquisition by Oracle.Highlights:• Prepared and filed monthly sales tax returns for MICROS and its subsidiaries following MICROS’ acquisition by Oracle, working with Oracle’s indirect tax team and consultants to ensure a seamless transition.• Filed business licenses and state annual reports with dozens of jurisdictions, ensuring up-to-date compliance in each state and locality.• Drafted Income Taxes footnote for MICROS' 10-K, providing clear references to source data.• Prepared reports based on financial and sales data to support state income tax and sales tax audits.• Performed quarterly provision and reporting tasks, including NOL valuation allowance calculations, fixed asset depreciation schedules, and intangibles amortization analysis, enabling the company to meet SEC and tax filing deadlines.

Provided assistance with U.S. federal income tax and sales tax compliance.Highlights:• Maintained the company's exemption certificate database using Avalara software and a hard copy filing system to assist with monthly sales tax compliance.• Pulled financial and sales data to support state income tax and sales tax audits.• Researched and responded to sales tax issues raised by customers and colleagues, effectively communicating technical issues to stakeholders.