Brett Davis, Cpa Email & Phone Number

Beaverton, Or, Us

Portland, Oregon Area

- Corporate Income Tax & Strategy:Leads monthly GAAP current income tax and deferred tax accruals for the holding company and 30 different subsidiaries across the group, ensuring strategic tax planning.- Financial Reporting Expertise:Provides essential support for quarterly and annual financial statements, addressing GAAP & Statutory Account Principals (SAP) adjustments, ensuring accurate tax footnote documentation pursuant to ASC 740 & SSAP 101 - Income Taxes.- Federal & State Compliance:Plays a key role in federal and state compliance, contributing to the preparation of consolidated tax returns for a mixed filing group. Includes analyzing major book & tax differences such as depreciation and many others.- Diverse Tax Responsibilities:Assisted in preparing 15 different state income & franchise tax returns, demonstrating proficiency in handling complex tax scenarios across different jurisdictions.- Audit Support and Collaboration:Collaborated with cross-functional teams to address external/internal audit questions, fostering effective communication and compliance with regulations.

Portland, Oregon

- Strategic Collaboration and Forecasting:Collaborated with Strategic Finance in quarterly shared service model updates, ensuring fair distribution of services between insurance and non-insurance subsidiaries. Managed annual budget models, forecasted cost drivers, and analyzed shared service pool expenditures.- Financial Operations Expert:Led the allocation of monthly operating expenses (OpEx) to various cost objectives, including product/line of business (LOB), cost centers, and strategic spend projects using Oracle's PeopleSoft Allocation System.- Process Optimization:Streamlined allocation processes by writing, creating, and editing allocation groups/steps, ensuring effective documentation of changes.- Auditing and Compliance:Conducted audits of OpEx activities for proper classification, accuracy of monthly accruals, and legitimacy of product/LOB coding.- Cost Center Management:Ensured completeness and accuracy of cost center structures by distributing annual surveys, gathering insights into the operations supported by each cost center.

Portland, Oregon

- Individual Tax Preparer:Proficiently prepared individual tax returns at a paperless firm using Lacerte Tax software and ProSystem Engagement software.- Comprehensive Tax Expertise:Managed individual returns with various Schedules (B, C, E, etc.) and additional forms, optimizing adjustments, deductions, and credits to minimize clients' tax liabilities.- Adherence to Tax Law:Consulted tax law handbooks and publications to ensure accurate and compliant preparation of atypical returns.- Efficient Office Management:Conducted general office duties, including scanning client documents and proactive client communication to obtain necessary information for complete and timely tax filings.- Task Management and Adaptability:Handled various tasks as assigned, demonstrating adaptability and a proactive approach to completing responsibilities.