Distribution

Independent Consultant offering expertise in corporate and individual taxation and not-for-profit reporting. Experience also present in departmental analysis, problem solving and identifying process improvements outside of tax.

Successfully molded various tax processes to a centralize setting for file retention and network management.Manage tax technology, external state compliance, general tax accounting and supervise staff and processes. Participated in creation of automated process for account reconciliation, ASC 470 reporting and in depth revenue apportionment reporting. Determination of state effective tax rate included calculation processing approximately 600,000 cells for automation. Installed Corptax corporate tax software twice and the legacy (now shuttered) Vertex Corporate tax compliance system once.Facilitated automated processes to quickly and consistently process personal property or gross receipts/business license reporting compliance.On a quarterly basis facilitate automated processes to reconcile approximately 2000 tax accounts in functional currency as well as produce information for cash flow reporting processes.Reviewed and approved multi-state reimbursements for consultants working across state lines.Approved/declined income, property and business license tax payments.Approved new general ledger accounts as needed.

Managed all aspects of state and local planning. Implemented processes resulting in million dollar refunds on property and sales tax. Multi-million dollar refunds on state/local income tax. Also coordinated implementation, management and training for Corptax software and other tax technologies.