Robert Whitaker Email & Phone Number

Greater Denver Area

Oversee staff in preparing federal, state, and local income tax returns and tax accounting compliance processes. Assist Tax Director in federal and state income tax research, managing implementation of tax planning initiatives, due diligence, and preparation and documentation of ASC 740 tax provision for SEC reporting.

Denver, Colorado

Managed preparation and filing of consolidated federal tax return, facilitating early filing and accelerated start time for state returns.Redesigned and implemented new certain deduction methodologies, accelerating over $400MM in deductions.Assisted preparation of ASC 740 tax provision by streamlining work papers and processes, decreasing preparation time by as much as 10%.Investigated and implemented new software tools to increase preparer efficiency / accuracy, enabling reviewers more time for review and advanced analytics.Coordinated interdepartmental projects, improving usability and accuracy of data reports used for provision and return calculations.Initiated and implemented redesign to standardize tax return work papers across all consolidated entities, increasing review efficiency and decreasing external review fees.Performed sales tax analysis and filed sales and use tax returns, reducing risk of underpayment and penalty.

Greater Denver Area

Prepared and reviewed tax provisions for SEC multinational audit clients and private companies.Performed tax technical review of federal and state corporation returns.Primary presenter for 2-hour to full-day client workshops and presentations on financial planning, increasing participant’s understanding, and motivation to improve financial habits. Assisted clients with state income, sales, and use tax audit defense and state assessment protests.

Greater Denver Area

Developed relationships with state auditors and resolved notices quickly.Participated in tax research projects, including a project on tax consequences of IRC Section 382 NOL limitation, state payroll, sales and use tax, and business structure planning.Worked on developing management skills by reviewing other associates’ work.Nominated to serve on Associate / Senior emerging issues tax team.Mentored and trained 4 associate tax professionals.