Juan G Rodriguez Email & Phone Number

San Francisco Bay Area

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

Sunnyvale, CA

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.

Santa Ana, CA

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.

San Jose, CA

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.

San Jose, CA

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.

San Juan, Puerto Rico

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.

Novato, CA

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.

San Francisco Bay Area

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.

Ba, Spanish - Minor In Business

Master'S Degree, Taxation