Dan Grochowski Email & Phone Number

Greater Milwaukee Area

Greater Milwaukee Area

Responsible for all income, property and sales tax activities for company and subsidiaries, including compliance, research and planning. Manage all federal and state tax audits. • Effectively managed all income tax accounting issues, acted as a liaison with external auditors and discussed results with senior management to expedite resolution and ensure cost effective operations. • Communicated tax law changes to senior management to proactively address company impact and provide information needed for effective decision making. • Managed and settled six IRS audits with favorable results, establishing cooperative and productive working relationships with all auditors. • Successfully managed real estate tax liability by working with consultants to challenge property tax assessments, consistently bringing property tax expense under budget. • Established procedures for reporting and remitting unclaimed property, ensuring compliance without incurring penalties. Responsible for managing all daily cash functions including cash reconciliations, wire/ACH transfers and short term borrowing. Manage account reconciliations, debt repayments, loan compliance and covenants. • Proactively monitor bank fees and work with banks to obtain services which create efficiencies. • Prepare and monitor 13-week cash forecast and analyze variances. • Work closely with the company’s accounts receivable and accounts payable departments to solve problems and create efficiencies.

Greater Milwaukee Area

Responsible for all federal and state income tax compliance for Fiserv, Inc. and its subsidiaries, including income tax returns, estimated tax payments/extensions and state income tax and federal audits. Managed five person staff. • Prepared and reviewed quarterly income tax accounting schedules and analysis.• Successfully managed all state income tax audits with favorable results for the company. All auditors visiting Fiserv left with a favorable impression of the company and were very complimentary of my cooperativeness and timeliness. • Oversee the documentation of all domestic tax procedures and internal controls for SOX 404. Continually monitor tax procedures to ensure internal controls are adequate. • Eliminated duplicate spreadsheets and procedures by using my experience to streamline the domestic tax function.• Responsible for hiring and training new staff.

Greater Milwaukee Area

Responsible for managing over 25 investment management client engagements with billings in excess of $900,000. Reviewed adequacy of income tax provisions, income tax returns and all year-end dividend distributions. Managed staff of five. Provided research and guidance to clients.• Implemented comprehensive due date calendar to efficiently manage tax return due dates and invoicing and improved invoicing processes.• Reduced cost overruns on engagements by implementing a time tracking system to identify areas needing additional staff, training and resources.

Greater Milwaukee Area

Responsible for income tax compliance for Firstar Corporation and its subsidiaries, including income tax returns, estimated tax payments and extensions. Managed staff of five. Expedited all state sales and income tax audits.• Successfully integrated tax functions of 12 target corporations with assets exceeding $65 billion and 147 separate subsidiaries.• Streamlined the tax review function by providing compliance staff with training and development programs to expand opportunities for promotion.• Improved tax return filing by implementing internal tax return deadlines, significantly reducing overtime and increasing staff morale.• Managed IRS audits of five target corporations with limited access to financial records. Successfully mitigated the financial exposure to Firstar.

Greater Milwaukee Area

Accountable for state and federal income tax compliance for key Firstar subsidiaries. • Prepared Firstar consolidated federal tax return for 140 subsidiaries.• Advised senior management on M&A tax implications, including calculating offer price and evaluating offers to ensure effective decision making.

Greater Milwaukee Area

M.S., Management - Taxation

B.S., Accounting

Education record

Education record