- Review and sign U.S. individual income tax returns- Prepare and advise on Tax Equalizations, Hypothetical Tax calculations, and Estimated Tax calculations for expatriates, rotators, and foreign nationals- Coordinate with global payroll function, compensation and benefits team, and client payroll and HR teams re: shadow payroll, hypo tax calculations, tax payments, cost projections, Certificates of Coverage, immigration issues, and W-2 reconciliations- Various consulting projects including Affordable Care Act, Short-term Business Travelers, and Data Analytics

 Multistate Tax Services group duties included state income tax return compliance for multistate clients, sales tax projects, tax research and analysis, and sales tax and income tax consulting. Worked on Indirect Tax Process Review using Enterprise Value Delivery system with Tax Management Advisory Services Group. Interviewed clients, prepared presentations, and used written communication skills to prepare client deliverables.  Worked on ERP systems implementation projects, performing mapping and tax research, and working closely with clients and implementation teams. Worked remotely in TMAS group to assist with various client proposals, proofreading proposals and writing or updating bios for key project personnel.

 Compliance duties included preparation of income tax returns for individuals, sole proprietorships, s-corps, partnerships, estates, and trusts using Lacerte software; sales tax returns, tangible personal property tax returns, and payroll tax returns. Assisted on audits of various government and non-profit entities. Performed various bookkeeping, tax consulting, and tax research services. Software used includes QuickBooks, Creative Systems Accounting, CCH, Adobe Acrobat, Word, and Excel.

 Member of Integrated Tax Team with rotations in: Corporate Tax, Partnerships, Individual Tax including compliance for expatriates, and Transfer Pricing. Software used includes GoSystems and Adobe Acrobat. Used paperless system for workpaper preparation and retention. Assisted on audits, performed inventory observations, and worked with management team on Sarbanes-Oxley 404 project, compiling information into spreadsheets for further analysis.