Assist small start-up business with their business plans, financial forecasts, initial tax planning and compliance and Small Business Administration loan application process.

As a two person tax department managed the tax function of an international organization with 34 entities with R&D, technical support and sales presence in over 34 countries and 45 states. Functions include FAS 109/ASC 740, FIN 48, international, federal and state tax planning, cross border corporate restructuring, Sarbanes Oxley compliance, establishing of new entities. intercompany agreements, transfer pricing, IRS audit defense, sales tax and property tax. Coordination with the legal department the maintenance of all entities with the Secretary of State of the various states as well as the government of the various countries. Prepare income tax related footnote disclosures for 10-Q and 10-K filings with the SEC. Manage relationships with outside service providers. Interfacing and coordinating with accounting, legal, finance, HR, sales, executive management and audit committee.

Managed the tax function of a Worldwide organization with 62 entities with manufacturing, R&D, and sales presence in over 19 countries and 19 states. Functions include FAS 109, FIN 48, international, federal and state tax planning, cross border corporate restructuring, Sarbanes Oxley compliance, establishing of intercompany agreements, transfer pricing, and IRS audit defense. Managed relationships with outside service providers. Interfacing and coordinating with accounting, legal, finance, HR, internal audit, executive management and audit committee.

Manage all aspects of tax for a multistate and multinational Independent Power Producer (408+ entities, 6 countries, 21+ states), including Federal, State, International, Sales/Use and Property taxes. Manage outside consultants. Communicate with upper management, advise accounting on effective tax rate, and review FAS 109 provision. Responsible for the tax department compliance with Sarbanes-Oxley Act Section 404. Manage 17 tax professionals. Advice on tax legislation at all levels as they impact the company. Transitioned from Arthur Andersen to Deloitte & Touche the tax compliance function while simultaneously implementing the CorpTax Software suite of applications. Advise Business Developers on tax treatment of projects under consideration. Key areas of expertise include M &A, Financial Accounting, Treasury, and Sarbanes-Oxley Act Section 404. Implemented numerous multimillion dollar acquisitions and restructurings over the last few years. Instrumental in company’s tax defense with various taxing authorities.

Prepared U.S. and State (20) income tax returns. Prepared quarterly estimated tax payments. Helped in the tax provision preparation process. Prepared 5471's (11 CFC's). Worked on PFIC, 956A calculations. Implemented Arthur Andersen's AACTS system for income tax preparation of federal, states, 5471's, FTC. Helped in the conversion of fixed assets from the Madic accounting system to Oracle. Served as liaison between tax department and MIS. Researched tax issues, including but not limited to the California Manufacturer's Investment Credit.

Prepare P.R. and U.S. income, property, and volume of business returns as well as corporation reports for a large variety of clients, including 936 corporations, foreign corporations as well as domestic corporations. Prepare P.R. and U.S. individual (expatriate) income tax returns. Designed tax programs using Lotus 123 v 3.4, Microsoft Excel and Access for the preparation of all the corporate domestic returns with forms approved by the Department of the Treasury of Puerto Rico. Assisted Network Administrator with hardware and software problems throughout the office. Provided training to tax personnel on Lotus 123 and Microsoft Excel.

Prepared income, sales, and property tax returns for WordStar and its subsidiaries (both U.S. and foreign) for 35 states using Fast Tax software. Designed sales order and tax data entry system for Hewlett Packard mainframe from which a file to a DOS system was extracted for the preparation of the sales and income tax returns. Served as financial analyst for the Chief Financial Officer and as a backup hardware, software technician for the MIS department. Provided training to accounting department personnel on the use of Windows and Lotus 123.

Prepared and reviewed federal and state payroll tax deposits for Wells Fargo & Co. and 14 of its subsidiaries. Prepared quarterly payroll tax returns for federal and various state agencies. Balanced W-2's, replied to IRS, Social Security Administration, California's Employment Development Department or any of the 15 states in which the subsidiaries operate about various tax issues. Handled questions from management and line personnel offices. Trained subordinate. Reviewed and approved subordinate work. Authorized to sign payroll tax related items as wells as cashiers'​ checks. In addition, designed, tested and implemented wage and tax accumulators, W-2's balancing system as well as other minor but time saving systems using Lotus 123.