-Managed the tax department for a multi-family wealth management office-Assisted with developing and implementing financial plans

• Prepared and reviewed federal and state income, franchise, and personal property tax returns for C-corporations, S-corporations, partnerships, and individuals• Completed international tax forms, including Canadian income tax forms and IRS Forms 926, 1116, 5471, 5472, 8621, 8865, & TD F 90-22.1• Prepared financial statement income tax provisions on a yearly basis, including calculation of deferred tax assets and liabilities as required under ASC 740 (formerly FAS 109)• Prepared memorandums addressing uncertain tax positions as required under ASC 740-10 (formerly FIN 48) to be used for audit workpaper documentation• Resolved multiple disputes with the IRS and with state revenue departments• Assisted in tax related due diligence for businesses looking to sell• Routinely performed research on a variety of complex tax issues• Gave departmental presentations on various tax topics• Trained and developed newly hired staff and interns• Helped businesses maintain their books and properly record journal entries• Participated in loan-staffing agreements with companies needing internal tax department assistance• Performed Section 382 studies for corporations having frequent, complex ownership changes• Assisted with quarterly estimated tax and extension calculations and with year-end tax planning