Prepare federal and state tax returns for client. Prepare eFile returns in Corptax. Clear eFile errors within Corptax.

Small business owner

• Prepared GAP Analysis for the NY tax office for direct tax compliance processes and tools used in filing client’s tax returns. Built plan and then developed templates and automated tools for our local office and the U.S. firm. We utilized AWS and Asure machine learning, Alteryx, Power BI, robotic process automation (RPA) - UiPath, advanced optical character reader (OCR) and other tools in creating the solutions. • Built tools and processes with existing tax systems including: ONESOURCE and GoSystem. • Led information technology and process review for mid-size client’s accounting department. After implementation of our plan the client’s month-end close process was reduced from 12 days to 8 days. This resulted in improved employee morale, elimination of multiple manual processes reducing risk and allowed the accounting group to take on additional projects.

• Primary responsibilities include process optimization of client’s tax procedures using automation tools, including Alteryx, Power Excel, Power BI, RPA (Robotic Process Automation) and existing tax and ERP systems. • Supported multiple clients preparing for international tax reform• ASC 740 process redesign, tax compliance preparation and process optimization using out-of-the-box software and creating custom software tools for clients. • Led teams in building tax data mart (TDM) for client. Created automated processes to collect multiple data sources from all departments in the organization. TDM allows tax and non-tax teams to pull customized reports and ad-hoc data into visualization tools for analysis.• Automate client processes using ONESOURCE WorkFlow and ONESOURCE DataFlow. • Implement multiple automated BEPS CbC (Country by Country) tools and processes for clients using Corptax BEPS CbC Compliance module and ONESOURCE BEPS Action Manager.• Direct worldwide teams: Tax, H.R. Finance, Treasury, Legal, IT, etc. to execute complex restructuring of legal entities.

• Primary responsibilities included managing international tax transformation projects and supporting the preparation of international compliance. Responsible for training federal, state and international teams on systems and processes. Continuously looking for ways to improve processes and reduce risk.• Project manager for APB23\ASC 740 project. Coordinated tax and IT teams in building ETL (Extract, Transform, Load) processes and systems to automatically pull needed data and populate foreign inclusion and APB23 calculations for quarterly provision and planning.• Developed and provided direction on global tax policies and processes to foster a strong control and governance environment within the tax function to mitigate tax risk. • Managed the implementation and updates of hardware and software for all tax systems in development, Q&A, UAT and production environments. • Created SOX compliant support systems and processes: Federal and State e-file libraries, Change Management, Issue Tracker, Document Management libraries, etc. Maintained documentation on all processes and tools.

• Primary responsibilities included reporting project status to Tax and IT management for system implementations and support of all software and hardware used in the tax department.• Implemented new process that moved tax provision (FAS109) from Excel into Corptax Advanced Global Provision. This included automating pull of TB data and pushing onto the tax system. The new process reduced risk, reduced the time needed for provision process and reduced audit fees. • Responsible for training tax staff on all aspects of all software used in tax department.

• Primary responsibilities include managing staff in preparing client’s federal 1120, partnership, state and international tax returns.• Maintained and implemented tax systems for clients.

• Primary responsibilities include developing, implementing and maintaining comprehensive tax technology solutions for federal and state tax department with 15 professionals.• Worked with IT teams to install and implement CorptaxCS and CORPInternational. Also supported a very large state sales and use tax group.• Constructed report with SAP Report Writer to export data for state apportionment.• Prepared 191 state and local returns and assisted coworkers in preparing their state returns. Maintained systems allowing small team to file over 900 state returns. Supported state estimates, extensions and audits.

• Primary responsibilities include implementing international tax software and reimplementing federal and state tax software and accompanying workpapers. • Automate the extraction of Hyperion and Oracle data for import into tax systems and management fee reports.• Responsible for tax preparation of 26 companies both domestic and foreign entities.• Prepared quarterly provision journal entries.

• Primary responsibilities include assisting clients in all aspects of the federal, state and international direct tax questions as well as sales and use and transfer pricing issues.• Supported the Corptax Suite of products including, CORPInternational, Global Data Xchange, CorptaxCS, Corptax federal and state, FAS109, State Planner and Partnership, CORPCalendar, CORPSales.• Provided tax technical support for network issues and database support including Microsoft SQL Server.• Trained clients and staff on Corptax, CORPInternational and Global Data Xchange.