• Developed and streamlined sales tax processing and sales tax software implementation to bridge from proprietary software Tandem to external on-line tax engine Avalara AvaTax & CertCapture.• Provided internal sales tax support to customer service, A/R, and IT departments from US and Canadian service centers.• Prepared/reviewed monthly and quarterly sales & use tax returns in the US, Canada, and Australia.• Resolved sales tax audits in the US and Canada.• Managed personal and real property tax billings, tax returns, and audits in the US.• Maintained business licenses and calculated related filings in the US and Canada. • Journal entries preparation and financial statement analysis for US corporation and subsidiaries in Canada and Australia.• Provided income tax information to support upper tier parent corporation.

• Prepared/reviewed workpapers and tax returns for $10 – $100M+ C-corporations. Reviewed extensions, estimated taxes, and quarterly income tax provisions. Analyzed/researched various consolidated and multi-states tax issues such as carryback/carryforward regulations, R&D tax credits, federal & state NOL, AMT, and cash vs. accrual accounting method changes on form 3115, foreign forms 5471 and 5472.• Prepared/reviewed workpapers and tax returns for $150M+ partnerships. Analyzed/researched various multi-tiered and multi-states partnership M-1 issues such as book vs. tax basis calculations, depreciation and amortization, special allocations, transfer of partnership interests, Enterprise Zone Credits, and nexus issues.• Trained and coached staff on accounting, tax regulation concepts, and tax software. • On-campus and experienced-hire recruiting in universities.

• Prepared/reviewed workpapers and tax returns for $100M – $1B+ C-corporations. Prepared extensions, estimated taxes, quarterly income tax provisions. • Co-managed team of 20+ tax consultants to prepare/review workpapers and tax returns for $200M+ multi-tiered and multi-states partnerships and S-corporations. • Resolved federal and state income tax audits. Assisted with responses to IRS and state notices in writing, over phone, and in-person meetings to facilitate audits. • Mentored US and out-sourced India staff on accounting, tax regulations, and tax software, such as GoSystem, ProSystems, CORPTAX ETS, Fixed Asset Software (FAS), and Superforms.• Designed workpapers templates and tax technical memos to be carried forward in order to streamline efficiency.• On-campus and experienced-hire recruiting in universities.

• Prepared federal form 1040 and state tax returns for high net-worth individuals.• Prepared gift tax returns form 709, private foundations form 990-PF, and estates and trusts form 1041. • Organized bookkeeping files, created personal financial statements on QuickBooks, reconciled brokerage statements. • Taught interns and campus recruits how to utilize GoSystem, BNA, and other software programs.