•Prepared and reviewed international income tax compliance forms and concepts, including Forms 5471, 8858, and 8865 along with all supporting federal forms and schedules required for complete and accurate filings. Carlson, Inc. had up to 225 foreign entities that were being reported with their domestic consolidated tax return.•Maintained E&P tax pools for international entities as well as all intercompany dividend, interest, royalties, and management fee transactions to ensure proper elimination and Schedule M reporting.•Supported the domestic tax team by analyzing and preparing other foreign reporting requirements such as the Form 1042, 1118, 5472, 8990, 8991, and 8992.•Provide extensive assistance with federal annual provision projects including foreign income analysis using local country tax packages and maintaining a $400M purchase accounting amortization schedule.•Completed international filings in Canada including GST reporting, Insurance Excise Tax reporting, T2 Corporate tax returns and CRS reporting forms for multiple countries. •Managed and prepared international filing with the Government of Guam by filling the Form 1120-F, assisted the Sales and Use Tax team on Guam audits.•Maintained and compiled Country by Country reporting data from multiple books of business and filed Form 8975 for our domestic tax team. •Implement and manage enterprise FATCA and CRS compliance, including annual analysis of enterprise structure, review of entity status classifications, execution of W-8 and CRS forms, and substantiation and documentation of FATCA analysis.•Assist the domestic team with preparation of state tax and unitary returns and workpapers.•Maintained foreign income tax rates by country as well as foreign FX rates using OANDA software. •Coordinate, research and collaborate with external tax and legal advisors on various U.S. and foreign tax issues surrounding TCJA, GILTI, and BEAT.

I worked two tax busy seasons and continued working part-time to provide additional assistance after busy season was complete.•Prepared individual multi-state income returns and extensions. •Research client issues and collaborate with the manager on special tax projects like quarterly estimate analysis and trust returns.•Communicated to clients all questions, documentation needs and issues related to their information or the results of their returns.

• Analyzed and generated monthly unaudited financial statement using QuickBooks and discussed the results with the owner of the Company. • Prepared monthly sales tax returns for Minnesota, North Dakota and South Dakota.• Tracked and maintained 1099 vendors, payroll records, sales commissions, and calculated employee Simple IRA contributions.• Collaborated with the outside CPA firm to complete annual audited financials and corporate tax filing requirements.

• Maintained 22 separate Company’s, managed data and inquiries, prepared federal and state estimates and extensions, and responded to all tax notices.• Reconciled Federal tax accounts each quarter, researched all transactions and issues and collaborated with the Finance or other teams on data requests.• Assisted with tax research and special projects; calculated and tracked personal use of the Company jet, fixed asset reconciliations, and tracking NOL adjustments based on IRS recommendations.

• Prepared Corporate Form 1120 and state income, franchise, and partnership tax returns for the consolidated entity and its subsidiary entities. • Collaborated with the PWC team on a co-sourcing arrangement to train, review, and assist the provided staff on projects, returns and assignments.• Member of the fixed asset support team which researched and generated reports and provided detailed analysis for all SuperValu entities.• Gathered and provided support for Federal and State auditors. • Aided and complied with SOX 404 regulations, procedures and documentation.• Assisted in many special projects; account reconciliations, apportionment projects, trained colleagues on our tax software, and researched federal and state refunds.

• Prepared Individual Form 1040 and state, Trust and Gift Tax returns, plus all extensions, estimates and other required forms for the high wealth individual team. • Created personal financial statements and worked with the Creative Services Group to develop specialized end products based on client specifications.• Assisted managers on tax research requests, client inquires, IRS and State department notices, and software issues.• Supported a team that developed and conducted a two-day training manual and orientation for new and seasonal employees.