Patrick Waldo Email & Phone Number

Us

• Responsible for oversight of state and local income tax, franchise tax, premium tax, and gross receipts tax. • Evaluate and identify potential state risks and opportunities. • Conduct high level review of material state income and premium compliance items. • Lead state income and premium tax audits and notices.• Assess potential M&A transactions.• Participate in enterprise legal entity management team.• Collaborate with Government Relations in reviewing proposed legislation.• Team with investments department to review and approve various state tax credits purchases.• Integrated premium tax team into the corporate tax department. • Track and review state legislative activity.• Identification and implementation of significant tax savings items

Us

• Managed all aspects of state income tax operations, including audits, trainings, and planning. • Streamlined and automated state tax compliance processes to eliminate outsourcing costs. • Conducted research and review on nexus and apportionment issues. • Review state apportionment and modifications. • Oversaw state tax audits and worked with external advisors on audit defense and appeals. • Led various state continuous improvement projects and provided support and expertise to business units. • Identified and implemented various tax planning strategies and managed state tax planning initiatives.

Worldwide, Oo

• State and Local Tax Specialist. • Review Federal and State tax returns for corporations and partnerships.• Respond to notices and audits from state and local tax agencies regarding income and franchise taxes. • Researched various tax issues regarding filing requirements, income and franchise tax, multistate entities, multistate withholdings, and composite returns. • Active member of national team that developed and deployed firm-wide Standardized Tax Compliance Methodology and the current office software super user and software trainer. • Managed and developed multiple staff members in both the U.S. and overseas. • Perform specific audit procedures relative to ASC 740 for the state and local provisions and draft memorandum’s to summarize testing procedures performed and analytic comments in connection with the preformed analysis for utility, retail, and financial corporations. • Preparation of federal and state tax returns for large insurance, manufacturing, financial services, retail, REIT, and rental real estate companies. • Review of ASC 740-10 Reserves. • Multi-State Senior on various large co-sourcing engagements. • Strong background in state taxation of C Corporation and Partnerships. • Significant experience with partnership multistate tax compliance, including tiered structures, composite tax returns and nonresident withholding. • Tax software skills include advanced proficiency in Corptax, Gosystems, and Global FX.• Tax research skills include – CCH, BNA, and Lexis Nexus.

Glenwillow, Ohio, Us

Mba

Bachelor Of Science, Accounting