Recent Projects:Multinational Publicly Traded Company - Deferred Tax validation project for 30 foreign counties; ASC-740 preparation and process improvement of foreign tax provision; US International compliance review and preparation; Combined State return review- Generated $175,000 in annual state tax savings (incorrect throw-back sales computation)Large Residential Property Company - Tax workpaper process improvement and workflow management for partnership returnsLarge & Mid-Tier Public Accounting - ASC-740 review and preparation; Federal & State corporate and partnership tax return reviewLarge Multi-National Corporation - State tax return review and workpaper process improvement- Generated state tax savings associated with tax credits not claimed on original tax returns. $150k - 300k annually dependent on capital expedituresI am a motivated Tax Professional committed to maximizing efficiencies and quality in the tax provision and compliance process using standardized processes and technology. My experience in Big 4 and private industry provides the experience for supporting smaller organizations to global multi-national corporations. A proven tax leader, I have consistently delivered quality work products and believe that current tax functions and processes can be improved. • Tax accrual accounting (ASC 740, FIN48, ASC 718, APB 23)• Federal corporate, partnership, and individual income tax compliance including Int'l reporting (5471, 5472, 8858, 8865, 1118,)• State income and franchise tax compliance (All states and localities)• M&A income tax due diligence including implementation of purchase accounting and cash tax savings• Federal and state audit defense• ETR and Cash tax planning and optimization

Led global income tax accounting (ASC-740) and tax financial reporting for 10-Q and 10-K performed in-house. Oversaw completion of in-house prepared income tax compliance for the U.S. Federal, State, and local jurisdictions, and US international. Managed and negotiated Federal and all state income tax audits. Mentored 4 direct reports and interface with company leadership and CFO. Performed income tax due diligence associated with acquisition targets (stock and asset deals) and tax implications in purchase price accounting. Utilized best practices and expertise to identify and recover excess income tax liability and create deferred tax assets identified during due diligence. Initiated and implemented accounting method changes, amended state returns for missed credits, and revised state filing positions which saved/reduced cash taxes. Internalized tax depreciation to reduce 3rd-party expense annually and reduce compliance timeline by 3 months.

Key member of income tax accounting (ASC-740) tax provision team responsible for global (Denmark, Japan, and India) and US tax provisions on a quarterly and annual basis. Directed tax implications of purchase price accounting of acquired entities. Recovered excess income tax liability ($950K) by conducting a look-back review that identified credit generation or incorrect filing positions and led software integration of OneSource Tax Provision and OneSource Income tax technologies which utilized automation to transfer data from tax provision to the tax return, reducing ~160 hours from the process.

Led global tax compliance of consolidated multi-national and multi-jurisdiction entities, including multi-tier partnership entities, and closely-held S-corporation structures. Guided income tax accounting (ASC-740) preparation (Channel 2) and review (Channel 1) engagements for small and large companies including multi-national conglomerates. Clients included consumer products, manufacturing, spirits and quick service restaurants, food processing, semiconductor, alternative energy, cable company, and conglomerates with engagement hours ranging from 300 to 9,000 hours with engagement teams from 4 to 40 financial professionals.