Caryn B. Email & Phone Number

San Tan Valley, Az, Us

San Tan Valley, Az, Us

Washington, District Of Columbia, Us

Foothill Ranch, California, Us

• Manage annual income tax provision compilation and reporting requirements under ASC 740 and related financial statement disclosures including the FIN 48 uncertain tax positions.• Manage outsourced tax providers for the completion of several international income tax returns and consolidated federal and multi-state income tax returns.• Lead all processes related to the preparation and review of the Company’s quarterly federal and state income tax estimates, and extensions. • Manage all aspects of R&D studies, including documentation, engineer interviews, and appropriate use to calculate Research Credit for federal and state returns.• Prepare reconciliation of the Company’s domestic and foreign tax-related balance sheet accounts.• Ensure timely, reliable filing of international value-added tax returns, business licenses, property tax returns, and other business-related filings.• Responsible for managing the Company’s monthly, quarterly, and annual multi-state sales and use tax returns. • Manage, review, and organization of customer resale certificates.• Analyzed and identified sales tax reporting issues resulting in substantial credits not taken for over two years. Manage corrections to such reports with the programmer and sales tax provider for recovering such credits.• Review and respond to all tax notices for federal and multi-state correspondence resolving various past issues resulting in actual cash refunds for the company and abating penalties and interest charges.• Manage all income and sales tax audits.• Implement processes/procedures and maintain reporting obligations for current, new, and emerging compliance needs. • Develop and implement strategic tax planning for international, federal, and state taxes.

Foothill Ranch, California, Us

• Includes all the duties under Sr. Manager, Global Tax & Compliance role.

Newport Beach, California, Us

• Prepared consolidated federal and international year-end tax provisions, including analyzing and updating calculations for all workpapers.• Completed the year-end return to provision analysis for federal and international legal entities. • Responsible for managing and inputting year-end tax provisions in OneSource Tax Provision software.• Prepared consolidated federal income tax return workpapers requiring researching and analyzing various tax issues.• Responsible for all monthly, quarterly, and annual tax accrual workpapers including i.e., Company-owned Jet accrual including the personal use calculation, Canada and Domestic Transfer Pricing calculation, and Sales and Use Tax Gross Receipts for various states.

Costa Mesa, California, Us

• Prepared and reviewed s-corporation and individual tax returns.

Irvine, Ca, Us

• Reviewed and prepared tax provisions for several public c-corporation clients.

Irvine, Ca, Us

• Managed four staff members in the quarterly and annual tax preparation of specialized entities.• Reviewed tax compliance from estates and trusts, exempt organizations, individuals, partnerships, s-corporations, and c-corporations.• Reviewed compliance for quarterly payroll and annual 1099 process.• Prepared tax provisions for several public c-corporation clients to include tax rate changes.• Managed over two hundred client expectations and compliance filings.

Worldwide, Oo

• The Tax Systems group sets the standard for tax software selection, implementation, and optimization in the areas of tax compliance, income tax accounting (provision), and tax planning.• Managed the configuration and implementation of the OneSource Income Tax software for federal and state purposes for several clients.• Provide knowledge and troubleshooting issues to clients regarding OneSource Income Tax software.• Review, organize, and document the client’s tax department's internal procedures for all processes to meet audit requirements.

QUALITY SYSTEMS INC., a $460 million in revenue, which develops electronic medical software. Manage the implementation of the sales tax software, Vertex and the income tax software, OneSource in order to bring the compliance process in-house. Included interviewing, hiring and train new tax department staff for in-house compliance.Manage the preparation of the consolidated federal, multi-state and local income tax returns for corporations. Manage the preparation of indirect taxes to include the multi-state and local sales and use tax functions, property tax reporting, annual reports and business licenses. Manage and review the quarterly estimates and extensions process.Responsible for the configuration and testing of the fixed asset system in SAP.TELOGIS, INC., a $69.4 million in revenue, which provides fleet management tracking software. Perform research on several tax issues in regards to sales and use tax, property tax and acquisitions.Manage the communication and resolve issues with the outsourcing company that provides sales and use tax compliance.Research, prepare and respond to multi-state notices regarding the company’s sales tax returns filed.APRIA HEALTHCARE, a $2.44 billion in revenue, provider of home healthcare products and services.Prepared calculations and vouchers for income tax extensions for multi-states consolidated and stand-alone state returns.Prepared federal proforma’s for consolidated return as well as multi-state returns using Vertex software.Completed various projects to include preparation of property tax annual payments, state audit IDR’s, etc.

• Responsible for the managing and preparation of the quarterly and annual federal and state tax provisions and tax footnotes/disclosures. Included the implementation of the tax provision software, Tax Stream.• Managed the preparation of the consolidated federal, multi-state, and local income tax returns for corporations. Calculated and completed the quarterly estimates and extensions. • Managed the preparation of indirect taxes to include the multi-state and local sales and use tax functions, property tax reporting, and business licenses. • Reviewed and prepared real estate investment partnership and Limited Liability Company tax returns.

Santa Ana, California, Us

• Provided analytical and audit support to management. Researched, analyzed, and prepared financial data to complete tax provisions for federal and multi-state tax calculations.• Assigned to various special projects including Federal Empowerment Credits and State Enterprise Zone Hiring Credit, Intangible amortization review, and Intercompany allocations.• Researched and responded to various IRS and multi-state notices and assisted in multi-state tax audits.

Irvine, Ca, Us

• Managed several clients in various engagements from the preparation of quarterly and annual income tax provisions following FAS 109 and FIN 48, federal and multi-state income tax return preparation, extension and quarterly estimated payments, and various special projects to include SOX 404 audits.

Brea, California, Us

• Prepared consolidated federal income tax returns requiring researching and analyzing various tax issues. • Responsible for calculating the annual tax budget, provision, forecast, and quarterly estimated tax payments. • Lead contact for the IRS Audit & California Franchise Tax Audit, responsible for timely responses to all Information Document Requests. • Earnings and Profit study which resulted in accurate accounting of E&P back from 1989 to the current. • Research & Development Tax Credit analysis, which resulted in revising company procedures and accumulating contemporaneous documentation as required by the IRS which resulted in increasing the annual credit from zero to $7,000,000 with no IRS audit adjustments.

Responsible for managing all functions of the tax department to include consolidated federal and multiple state income tax return, International filings of 5471’s and FSC return, Foreign Tax Credit, tax workpapers, calculation of estimated payments and tax provision.Supervised and trained employee in all functions of the sales & use tax returns and fixed asset process.Compiled information and completed all annual real & personal property tax returns.Prepared year-end and quarterly tax provision in conjunction with the filing of 10K & 10Q’s.Responsible for researching various tax projects, to include international tax consequences as well as domestic nexus and tax filing requirements of federal and multi-state returns.Reconciled and prepared quarterly reports to include FASB109 – Income Taxes, FASB104 - Cash Flows and Capital Spending and presented to the Board of Directors in the Audit Committee’s quarterly meeting.Researched and proposed initial filing of the Texas Freeport Exemption resulting in a savings to the company of over $235,000 for first year and $215,000 the second year. Responsible for annual filing of same report.

Masters, Taxation

Bsba, Business