Richard Leo Ruffing, Ea Email and Phone Number

- Federal and State income tax return preparation- Compliance process documentation - Project management- ASC740- Compliance and technology assessments - Root cause analysis; performance improvement - Calculation & automation of schedule Ms- System queries for underlying detail- IDRs and audit responses- State estimated taxes - 1120 tax return preparation - NOL utilization schedules- Tax technology assessments- Controversy Representation/ Audit- Sox best practices for change management, provisioning, and entity management- GovernanceClients include: Aon Hewitt, Kemper, Morningstar, Marmon Group (Berkshire Hathaway), Ooni, SIRVA, Walgreens, IRMA, Baxter, Equity Lifestyle Properties (ELS), Elanco (fka Eli Lilly Animal Pharmaceuticals), Wesco, and Packaging Corporation of America (PCA)

Provided strategic oversight and management of tax compliance and planning systems for the Tax Operations and Development team. Deployed critical enterprise process improvement initiatives, and directed support resources.- Served as Project Lead and Tool Administrator, with oversight of the nation’s most complex tax return.- Managed internal support resources and professional service providers including Deloitte, EY, Atlas, Corptax, and Off-shore Center of Excellence.- Defined business architecture surrounding compliance and planning tools.- Developed process improvement initiatives including e-File, partnership return preparation, forecasting, training, operations, support delivery, vendor hosting, G/L Import, and SOX controls. (Initiatives resulted in >$1M savings.)- Managed large projects including mixed return e-File, Reference Data Management (RDM), and forecasting tools (Data Warehousing).

Directed activities for the firm’s Tax Transformation and Outsourcing (TTO) practice, with responsibility for New York Metro book of business. - Defined new service offerings and developed go-to-market strategy for deployment.- Implemented firm branding initiatives for both internal and external communications.- Managed project assessments and technology initiatives for multiple Fortune 500 clients.- Lead discoveries for financial system and process road maps (current vs. future-state).- Prioritized tax/financial system initiatives and defined business case for implementation.- Served as public speaker at various events including Market Development Days, Corptax National Users Conference, Engineering and Construction Tax Share Forum, and New York Metro Tax Technology Share Forum.

+ Business Tax ServicesServed as National Corptax Outsourcing Lead for Business Tax Compliance, and Technology SME for the Tax Practice.- Identified client opportunities, diagnosed requirements, designed deployment approach, and delivered outsourcing assistance.- Developed pipeline tools for improved reporting and forecasting.- Implemented turn-key toolkits to assist with project plans, calculating fees, and training.+ Tax Accounting and Risk Advisory Services (Tax Performance Advisory)Integral part of the consulting group specializing in Tax and Finance process improvement, technology assessment, workflow automation, and tax repository systems. - Accountable for evaluation, design, and deployment of tax compliance tools.- Developed team training, and managed Human Resource concerns for NY Metro. - Consulted on multiple Fortune 500 Finance transformation projects.

Oversaw the Tax Technology team, tool administration, and served as preparer for Tax function. - Developed a PeopleSoft - compliance integration tool that bridged financials to tax systems.- Designed and implemented custom tools for deliverables, tax payments, NOL tracking, and workflow.- Converted Client/Server compliance system (Corptax CS) to Web-based system (ETS).- Assisted with audits and developed IDR tracking tools.- Implemented IRS Modernized Electronic Filing (MeF) Processor, resolved IRS business validation errors, and successfully filed returns for two consecutive tax years.

Supported an assigned Corptax client group within Manhattan and Philadelphia with responsibility for the development and implementation of technology and process solutions, SOX compliance, providing daily support, user meeting coordination, and general account management. - Supported technology initiatives including implementation of Corptax software.- Converted General Ledger Trial Balances, and specialized in IRS Modernized Electronic Filing (MeF).- Developed Tax Compliance training and technical briefs.

Provided regional direction of firm's Tax Technology Solutions group in Northeast with accounts in Manhattan, District of Columbia, Maryland, Massachusetts, and Virginia. Performed value-added consulting, software troubleshooting, product development, testing, quality assurance, SQL script composition, tax return preparation, Lotus Notes Database development, and custom service solutions.- Implemented corporate tax software (AACTS/Vertex Income Tax Compliance), third party software recommendation and implementation, LAN configuration, and Web-based applications.- Organized national and regional user meetings, and led initiatives for regional reporting, sales, marketing, project management, as well as Human Relations, training, budget review, salary negotiation, incentive plans, and retention.

Client ManagerOn-site Client Manager for PW Tax Management System (TMS) software, providing telephone support, and fixed asset data conversion. - Participated in product development / user assurance testing, client training, return preparation, account management.

Fixed Asset Audits, General Accounting Intern - Fixed asset audits, asset capitalization interface between Bank and Accounts Payable for letters of credit. Performed IBM’s weekly payroll reconciliation, and developed custom tools to manage process.