Corey Olson Email & Phone Number

Neenah, Wi

State Tax Reporting Manager: State Tax Reporting Team 9/16-PresentManage the preparation of state and local income and franchise tax returns, consistent with resource plans and budget, and review returns, including workpapers, to ensure accurate reporting disclosure and ready defense. Analyze and plan for State reponses to TCJA (Federal Tax Reform of 2017),Tax Consultant: Federal Reporting Team 11/11-11/12 and 9/15-9/16Prepare and review US Federal consolidated and separate legal entity pro forma tax returns including quarterly estimates, extensions and amended tax return filings using Tax Systems (i.e. CORPTax, Global Integrator):Tax Consultant: State Audit Defense Team 11/12-9/15Supported strategic development and execution of the state income tax audit process including response to state tax authority requests. Provided input to monthly state tax provision including documentation to support state uncertain tax positions. Managed an efficient process to conclude State Tax Authority audits. Ensured timely compliance with the State tax controversy timeline by responding to State Tax Authority requests. Reviewed the adequacy of the state tax reserves for uncertain positions.Managed Tax Intern program for department.

Providing clients with the highest quality professional services including:•explaining to them the results of tax work, reports, and recommendations•completing and reviewing multiple tax returns•working with them to identify and resolve tax concerns•ensuring compliance with local, state, and federal tax law•tax planning and researchLicensed in the State of Wisconsin since 2006.Recognized as local office expert in multi-state and sales & use taxation through completion of UW-Milwaukee Graduate SALT certificate. Recognized as firm wide resource in Research & Development Credit claims preparation and documentation. Have been annually contracted to a large multi-national corporation’s tax department to assist with annual federal and state tax reporting and assist with international unit tax package processing.

Independent contractor to a small business specializing in industrial supplies.Responsibilities included cash receipts, payroll, accounts receivable, and accounts payable tasks as well as monthly tax report preparation. Prepared year-end information for use by the client’s CPA firm in preparing annual tax returns. Provided business advice on topics such as cash flow management, expense reduction, and internal controls. Evaluated, designed and executed financial analysis projects to meet client objectives.Business expertise exhibited through the above responsibilities brought the accounting records up to date and provided management with the information needed to support decisions regarding the closely held business.

Responsibilities included coordination, preparation, and management of the following:•federal income tax returns•tax accounting and reporting for actual and forecast periods•state and local income, franchise, property and sales & use tax returns•audits by state jurisdictionsOther responsibilities included the management and administration of CORPTax Tax Preparation software, developing written procedures and controls for the general ledger download into the tax software, and participating in an intra-departmental team tasked with reorganizing the department.Increasing responsibilities led to being recognized as a major contributor to the tax compliance team and as a valuable resource to the entire tax department.

Neenah, Wi

Responsibilities included providing timely and accurate financial analysis and operational results of product cost to identify improvement opportunities, developing annual budget and periodic forecasts for the mill, participating in the monthly closing process, coordinating the mill’s system of internal controls through the development of procedures and auditing administrative practices to ensure compliance.Developed reputation with staff researchers for providing accurate and timely analysis. Mill also earned a “well controlled” rating during its internal audit due to improvements and reviews coordinated prior to the audit.

Neenah, Wi

Responsibilities included planning and conducting domestic and international audit engagements which entailed assessing risk and then selecting and modifying audit programs, making domestic and international travel arrangements, performing audit procedures, preparing and presenting audit findings to location management and in report format to staff management. Performed special projects such as due diligence relating to a subsidiary spin-off, audit of the Treasury function and development of a project management system guide.Acted as Temporary Internal Control Coordinator for a newly acquired mill location to assist in developing a Kimberly-Clark compliant internal control framework. This consisted of developing internal control procedures and policies, testing plans, and providing general corporate culture guidance and contacts. Mill received a “well controlled” rating in its first full internal audit as a subsidiary of Kimberly-Clark.Well respected by auditees and department managers for ability to correctly assess risk of non-compliance and adapt procedures to uniqueness of the location.

Responsibilities included preparing financial statements and related notes in accordance with Generally Accepted Accounting Principles, preparing 1120, 1120S and Michigan Single Business Tax returns for clients, planning and conducting audit and review engagements which included the following:•assessing audit risk, materiality and control environment•preparing audit strategy•performing audit procedures such as physical inventory observations and inventory testing, account balance confirmation and reconciliation, and fixed asset testing•supervising audit fieldwork of up to four staff accountantsSuccessfully completed CPA examination and was licensed in the State of Michigan until December, 1995.Pioneered the office’s use of Computer Assisted Auditing Techniques and converting workpapers from paper to computer spreadsheets.

Salt Certificate, Accounting - State Taxes

Obtained graduate certificate in State and Local Taxation (SALT)

Bs, Accounting

Graduated Cum Laude

Bsba, Economic With Mathematics Emphasis