Joe Krivis Email & Phone Number

Westlake, Ohio, Us

CPA with experience in the areas of Federal, State and International tax in both industry and public accounting. Recognized for highly developed technical and analytical skills, excellent communication and interpersonal skills, and the ability to achieve results.

Cleveland, Oh, Us

Provided leadership for daily and annual tax activities of 20-member tax department including workload, process improvements and related resolutions. Collaborated with multiple departments on complex tax requirements and served as key contact for subject expertise. Reported to Senior Vice President-Tax. • Implemented new due date monitoring system. • Served as Subject Matter Expert (SME) for SAP ERP implementation. • Established first financial to tax department management group with strategic business unit to maintain communication and foster teamwork.• Designed and implemented new document management system for department.• Deployed standardized work documents for an improved flow.• Reviewed, selected, negotiated and implemented new tax software for improved system integration.• Negotiated contracts on software by working with sales and client manager.• Managed investor relations from tax return perspective for divesture of Halle Building and other properties. • Managed IRS and selected state audits including NY.• Selected as first point of contact for all strategic business units tax questions and coordinated delivery of needs.• Managed and Reviewed Health and Welfare Benefit Plan, Short Term Disability plan ERISA and IRS compliance. • Served on team for divestiture of Brooklyn, NY property. • Established tax return depository of partnership returns.• Served as reviewer of returns and prepared entire FAS109 / ASC740 cycle during search for replacement and addition of new managers. • Served on team to transition to December year end representing tax department ensuring proper implementation. • Determined new software platform.• Mentored staff by developing areas of specialization through learning new knowledge and worked to provide imbedded tax experts in various departments.• Created new compliance process whereby staff had target time based goals to meet during busy season.• Specified and designed new templates for tax compliance.

Cleveland, Oh, Us

Responsible for department, client and staff management including supervision, review and mentorship. Managed department of eight. Managed client book of Business including budgeting, scheduling, billings and support. Reported to COO.• Led weekly department meetings conducting administrative and technical discussions.• Established and assigned goals for tax department management group.• Supervised and reviewed work of associates and revised complex returns.• Researched and provided tax compliance for Corporations, S Corporations, Partnerships, LLC, Individuals, Trusts, ESOP, Pension and Profit Sharing Plans plus year-end planning, projections and budgeting.• Practice development including pursuing new clients and networking with referral sources.

Cleveland, Oh, Us

Responsible for Domestic and Global subsidiaries including planning, research, compliance, IRS and foreign audits, transfer pricing, royalties, expatriates, deferred taxes, foreign tax credits, IRS audits, E&P tax computations, and taxes basis financials.• Responsible for all Income and Capital tax aspects of largest social expression company in Canada.• Managed large case Canadian audit, working with audit teams and coordinating data gathering with multiple departments within Canada, France, United Kingdom and World Headquarters and developing procedures and strategies.• Worked directly with outside consultants to develop and implement transfer-pricing policy.• Addressed and resolved issues regarding royalties between UK Subsidiaries and US plus Licensing and agents worldwide including affect on foreign tax credit. • Coordinated activities between expatriates, HR and third-party providers.• Produced CFC reporting, boycott reports, and disclosure statements for subsidiaries ensuring compliance.• Developed methodology and implementation for determining allocation of administrative, sales and general expenses worldwide for 863 (b) sales.• Supported large case IRS audit including responses and defense. • Assisted state and local group with Unified, Waters-edge and worldwide state and local filings.• Streamlined Canadian annual reporting process and trained employee for ongoing production.• Developed reporting models in general ledger system, and Excel and Access enabling improved preparation of returns, estimates and year-end deferred taxes.

London, Gb

Responsible for client management including supervising staff, reviewing work, decision making, client communications, data gathering and validation, developing engagement scope and budgets, research, scheduling, and coordination of staff in multiple offices. • Prepared returns in role as Tax Compliance Specialist.• Supported entities such as Partnerships, Consolidated C Corporations, S Corporations, and Multi-State filings.• Performed Special Federal Business and state projects and individual (1040) filings.• Supported and trained users on firm’s proprietary product, Electronic Compliance File (ECF).

Akron, Oh, Us

Akron, Oh, Us

Canfield, Ohio, Us

Ms, Taxation

Bs, Accounting