Patrick Simon Email & Phone Number

Auburn, California, United States

Bergisch Gladbach, North Rhine-Westphalia, De

San Jose, Ca, Us

• Compliance assistance for sales, property, and corporate income taxes• Created extension, estimates, and state return workbooks• Prepared and filed extension and multi-state returns in an accurate and timely manner• Contributed to the provision team’s quarterly and yearly work paper preparation and analysis• Prepared detailed analysis for property tax returns• Provide support for federal, state, and local audit defense positions• Refund analysis, nexus review, and contractual registrations• Assisted with the development and execution of tax refund claims• Developed detailed baseline project plans• Assisted with managing tax audits to successful completion• Communicated status, issues, and risks to partners for tax projects• Maintained accurate audit and compliance documentation• Involved with day-to-day projects within the tax team and worked extensively with other functional groups, including the entire corporate tax group, shared service accounting, human resources, legal, finance, and IT organizations

San Ramon, Ca, Us

• Reviewed and analyzed client data and prepared corporate tax returns on their behalf• Researched and analyzed changes in tax regulation and developed tax planning skills• Worked as an individual contributor and as part of a team to support client engagements• Created and prepared clean and accurate work papers• Developed administrative, professional, and interpersonal skills to the extent of being able to organize, analyze and communicate with others in a productive and efficient manner.

Certificate Of Advanced Accounting Proficiency (Caap), Accounting

Bachelor'S Degree, Public Health