Natalie Van Orman Email & Phone Number

Atlanta, Ga, Us

Atlanta, Ga, Us

Tax manager overseeing income tax compliance, ASC 740 and various other ad hoc planning and research projects.

New York, Ny, Us

- Preparation and review of the quarterly GAAP domestic ASC 740 tax provisions using OneSource Tax Provision- Preparation and review of financial statement income tax disclosures, tax positions and maintenance of related narrative- Analysis and documentation of issues and transactions considered or directly impacting corporate income tax- Analysis and documentation of the impact of ASU announcements and enactments- Analysis and documentation impact of tax law and technical issues, including Tax Reform- Aid in the analysis of ad hoc projects including tax valuation allowances, tax basis balance sheets, and tax basis study- Preparation, management and review of tax attribute schedules including NOL, FTC and R&D- Preparation and review of tax account reconciliations and deferred inventory roll-forward and validations- Aid in gathering and reconciling documentation for quarterly and year-end tax provision internal and external audits- Management of, and compliance with, internal controls over income tax reporting (SOX compliance) and SOC1 Forms- Preparation of corporate tax returns and applicable reporting forms using OneSource Income Tax- Preparation and documentation of statements and elections to include with the US Federal Return, including reportable transactions, reorganizations, and transaction related disclosures- Preparation and review of foreign forms such as 926, 8858, 8865, 8832 and 5471- Preparation and review of state income tax returns- Preparation of state income tax provision, including analysis of 163J conformity- Continuous improvement initiatives including development of standard work, documentation and coaching sessions- Aid in the guidance of tax impacts to company wide policies, such as M&E, Gifting- Actively participate in employee resource groups and volunteer opportunities

Reston, Va, Us

- Responsible for preparing quarterly domestic ASC 740 tax provisions- Identified and documented FIN 48 positions as related to domestic and international tax matters- Preparation of financial statement tax accruals, disclosures, tax positions and maintenance of related narrative and other documentation on an annual and quarterly basis- Reviewed tax provisions from multiple foreign jurisdictions, consolidated for tax purposes- Assisted with the development and institution of SOX controls- Managed the tax compliance process for the firm’s operating entities, including partnerships, corporations and CFCs and foreign subsidiaries including review of other tax compliance filings of Form 8832, Form SS-4, Form 8858, and Form 5471- Calculated federal and state estimated tax and extension payments for the firm’s corporate entities- Monitored the firm’s foreign tax credit and foreign sourced income position- Managed indirect tax process - personal property taxes, business registrations, & sales/use tax- Conducted research on various tax issues including analysis and review repatriation, debt modification, and PE- Assisted in corporate tax structuring for change of ownership acquisition

Washington, Dc, Us

Identified and documented FIN 48 positions as related to domestic and international tax mattersResponsible for preparing quarterly ASC 740 tax provisions, including book/tax differences pertaining to the firm’s Tax Receivable Agreement, Deferred Restricted Units, & IRC 704(c) allocationsPrimary liaison with the firm’s accounting department for tax work papers and documentation required to complete the firm’s auditReviewed tax provisions from multiple foreign jurisdictions consolidated for tax purposesAssisted with the development and institution of SOX controls for a newly-public companyDesigned a variety of templates and work papers for the firm’s operating entities to lower tax compliance costs and reduce preparation time to enable more efficient quarterly closingsManaged the tax compliance process for the firm’s operating entities, including acquired platformsCalculated federal and state estimated tax and extension payments for the firm’s operating entitiesSupported transfer pricing analysis and implementation for the Company’s foreign investment advisorsMonitored the firm’s foreign tax credit and foreign sourced income positionParticipated in corporate tax structuring of new international offices, firm acquisitions, and IPO restructuringConducted research on various tax issues including analysis and review of state filing requirements and apportionment methodologyManaged indirect tax process - personal property taxes, business registrations, & NYC Commercial RentPrepared and reviewed other tax compliance filings including Form W-8, Withholding Foreign Partnership applications, Form 8832, Form SS-4, Form 8858, and Form 5471 (and Subpart F income inclusions)Remediated numerous federal and state tax notices, saving thousands of dollars in penalties and interest Managed the firm’s tangible assets tax depreciation calculationsSupported the Treasury department in estimating and monitoring annual cash liquidity and cash forecasting

Summer intern with Turner assisting in Month-End Close, 2011 Budgets, Monthly Forecasts, Variances Analysis, Ad Hoc Reporting, Assisting in creating Budget Books for Departments, Assisting in creating Capital Budget, Examining Capital vs. Operating Leases and Expenses, Running Queries, Journal Entries, Generating Forecast Reports

Atlanta, Ga, Us

Prepared tax projections.Prepared tax returns for review (including preparing Federal and State Returns , Form 1120, Trial Balance Reconciliations, Journal Entries for reclassifications, Form 1040 - Schedule A, Schedule B, Schedule C, Schedule D, Schedule E, Other Income, Form 1065 and K-1s, Gift Tax Returns, BNA Depreciation Reports, Generating E-File Returns) and thoroughly reconciling all review points after review.Utilizing research databases effectively (Master Tax Guide, RIA Checkpoint, CCH, BNA Portfolios.)Assisting in handling routine questions from federal or state agenciesClient contact while effectively communicating client concerns to firm leadership

Primary point of contact for client questions and needsPrepapred and established investment accounts and funding including IRAs, 529s, Trust Accts, Variable Annuities, Brokerage and Retail Accts, hedge funds, Separately Managed Accounts with Investment Managers, Handling all Capital Calls for Private Investments, Stock Certificate depositsCompliance-related processes (REIT pre-approvals, third party manager issues, 1035 exchanges, etc.) Continuous day-to-day contact with Charles Schwab and Fund Managers regarding any account transactions or issues, such as Account Transfer, Incoming/Outgoing Wires, Journals, Beneficiary Designations, Address Updates, Monthly Distributions, Contributions, RMDs and GiftingActively placed trades through Schwab Online or through Schwab Trading DeskHandled billing matters for the regional officeTrained new employees.Managed and administered weekly regional meetings regarding all operational workflow COMPUTER Advanced knowledge in Word, Outlook, Internet, and PowerPoint, with intermediate experience KNOWLEDGE Microsoft Excel, Peoplesoft, Hyperion, Quickbooks, BNA, GoTax and Adobe.

Bachelor, Accounting, Finance

Bachelor, Management

Education record