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.

• 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.

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.

• 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.

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.

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.

• 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.
• 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.

Salt Certificate, Accounting - State Taxes

Obtained graduate certificate in State and Local Taxation (SALT)

Bs, Accounting

Graduated Cum Laude

Bsba, Economic With Mathematics Emphasis