Patrick Waldo
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Patrick Waldo Email & Phone Number

Tax Director at Nationwide at Nationwide
Location: Columbus, Ohio, United States 4 work roles 2 schools
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Current company
Role
Tax Director at Nationwide
Location
Columbus, Ohio, United States
Company size

Who is Patrick Waldo? Overview

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Quick answer

Patrick Waldo is listed as Tax Director at Nationwide at Nationwide, a company with 10 employees, based in Columbus, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Patrick Waldo.

Patrick Waldo previously worked as Tax Director, Premium Tax and State and Local Tax at Nationwide and Tax Manager, State and Local Tax at Nationwide. Patrick Waldo holds Mba from Ohio Dominican University.

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Email format at Nationwide

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Nationwide

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Profile bio

About Patrick Waldo

I currently lead a skilled and dedicated team of associates supporting state income tax and premium tax at Nationwide Insurance. My team focuses on tax planning, compliance, audits, and reporting. I have a passion for managing change, continuous improvement, implementing new technologies, and developing high-performing talent.I began my career working in public accounting focusing in various areas of tax. Serving clients in financial services, insurance, manufacturing, retail, hospitality, private equity, rental real estate, and energy and utility.

Current workplace

Patrick Waldo's current company

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Nationwide
Nationwide
Tax Director at Nationwide
1 Nationwide Columbus, Ohio 43210 United States
Employees
10
AeroLeads page
4 roles

Patrick Waldo work experience

A career timeline built from the work history available for this profile.

Tax Director, Premium Tax And State And Local Tax

Current

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.
May 2021 - Present

Tax Manager, State And Local Tax

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.
Jan 2018 - May 2021

Tax Senior Consultant

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.
Nov 2009 - Jan 2018

Sales/Merchandising, Draft Support/Special Events

Glenwillow, Ohio, US

Jun 2004 - Nov 2009
Team & coworkers

Colleagues at Nationwide

Other employees you can reach at nationwidefinancial.com. View company contacts for 10 employees →

2 education records

Patrick Waldo education

Mba

Ohio Dominican University

Bachelor Of Science, Accounting

Ohio Dominican University
FAQ

Frequently asked questions about Patrick Waldo

Quick answers generated from the profile data available on this page.

What company does Patrick Waldo work for?

Patrick Waldo works for Nationwide.

What is Patrick Waldo's role at Nationwide?

Patrick Waldo is listed as Tax Director at Nationwide at Nationwide.

Where is Patrick Waldo based?

Patrick Waldo is based in Columbus, Ohio, United States while working with Nationwide.

What companies has Patrick Waldo worked for?

Patrick Waldo has worked for Nationwide, Deloitte, and Superior Beverage Group.

Who are Patrick Waldo's colleagues at Nationwide?

Patrick Waldo's colleagues at Nationwide include Roy Serruto, Jr., Mpa, Msm, Crpc®, Katie Graham, Ccp, Brooke Edwards, Leo Furcht, and John Burgus.

How can I contact Patrick Waldo?

You can use AeroLeads to view verified contact signals for Patrick Waldo at Nationwide, including work email, phone, and LinkedIn data when available.

What schools did Patrick Waldo attend?

Patrick Waldo holds Mba from Ohio Dominican University.

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