Robin Simpson Email & Phone Number

Marlborough, Ma, Us

 Drive procurement, implementation, optimization, Transformation, maintenance in compliance with all relevant tax laws and regs for Tax Technologies/Applications & related data management strategies/challenges to ensure the accuracy and completeness of tax-related data. Provide “Help Desk” type support and guidance/training for Finance Department personnel. Support awareness within the Department of data privacy obligations and cybersecurity threat prevention. In collaboration with Finance Team members, identify opportunities for improvement and drive to completion enhancements.o Product owner Vertex O Series implementation Identify, Plan, Support & execute Technology initiatives and improvements to meet tax compliance/reporting requirements and deadlineso Magellan Program–Global implementation of/upgrade to SAP S/4HANA, multi-year program to lead and execute Transformation for the Finance Functiono Magellan Application Remediation Extended Team (MARET) – sync external apps with SAP S/4HANA roadmap, goals and capabilitieso Finance Forward Global Finance Innovation Initiative to cleanse/manage/maintain Master Data, implement more sophisticated automation tools, re-design/develop new Teams to address how Finance works in 2023 and beyond to the goal of $30B revenue Design/implement Tax Technology solutions to support Finance Department:o Manage external consultants and collaborate with BSC personnel around the world to gather/communicate requirements & determine best solutions to meet needs in different countrieso Transfer Price/Mark-up calculation tool to address gap in Magellan Programo Tool to describe products sold/purchased and subject to transaction taxes such as VAT/US Sales & Use Taxed for mapping the product categories in Vertex O Series for proper tax determinationo Participating in re-design of the internally developed Alteryx/Tableau solution to meet TP, FDII, UNICAP and FTC data needso Implemented E&P, GILTI and 163(j) calcs in Corptax

Marlborough, Ma, Us

 Partner with business units to integrate newly acquired businesses, process divestitures, implement plant network optimization and understand normal business activities and non-standard transactions. Advise business units, Collaborate with Finance Department personnel to ensure adherence with proper Legal Entity Accounting. Manage the personnel/processes of the Domestic Tax Provision and Federal and State compliance including review of the Consolidated Federal Income Tax Return. Provide Federal and State Audit support. Research complex Tax and Tax Accounting issues such as Previously Taxed Income. Calculate, review domestic deferred taxes and ASC 740-10 items. Manage process to integrate five stock type business acquisitions and three asset type business acquisitions into BSC’s Accounting and Tax processes including Purchase Price Allocation calculations. Calculate and reconcile the IRC §1060 Allocation. Participate in mgmt of Seniors & Analysts within the Tax Operations Income Tax Group (TOI). Conduct bi-weekly 1:1 meetings; provide stretch assignments, targeted training, mentoring, career development opportunities and advice. Develop recruiting tools, training plans and materials. Participate in development of Global Finance Virtual Career Development Office. Responsible for TOI Tax Technology, including maintaining Corptax & Onesource Tax Provision (OTP) & coordination with Accounting Technologies. Implement optimized tools to support usage by TOI personnel, such as batch processing and import templates for Corptax data into OTP. As part of the Company’s VIP program, identify, suggest and implement numerous process improvement opportunities. Headed project to convert TOI to Paperless processes, developed electronic review tools and procedures. Participated in Provision Re-Design during 2017 - redesigned majority of processes within TOI to save over 700 hours during year-end provision in addition to significant time savings during quarterly processes.

San Mateo, California, Us

 Managed all tax aspects of 30 mutual funds including coordination with Fund Accounting personnel and Fund Managers, financial statement tax disclosures, federal and state tax and regulatory filings, Regulated Investment Company qualification testing, foreign tax credit, distribution analysis and planning/analysis of complex security investments. Participated in management of Seniors and Analysts within the U.S. Fund Tax Department. Assisted with management of five compliance staff and two technology/systems staff located in India. Initial member of the Fund Tax Department assigned to work remotely from California with Fort Lauderdale, Florida Team. Rotated into Technology section of the Fund Accounting Department for advanced training on internally developed Accounting Systems and complex template development. Developed and maintained sophisticated Excel templates for various tax calculations and projections; included data import and macro functionality.

Irvine, Ca, Us

• Corporate Controller – November 2006 to March 2008 Managed Accounting Department with four direct reports, several non-direct reports and multiple consolidating entities. Responsibilities included Balance Sheet and Expense Accounts with three days monthly close. Financial Reporting – prepared all Consolidated Financial Statements and related Footnotes. Implemented processes and procedures for newly created Financial Reporting Department, such as consolidation and monthly reporting tools. Calculated the Purchase Accounting adjustments required for two acquisitions and due diligence for acquisition by First American Corporation.• Manager Taxation; Planning, Reporting & Compliance – December 2005 to March 2008 Tax Reporting – Responsible for all Tax Technology, prepared quarterly and annual Tax Provisions; Federal and State Consolidated/Combined Income Tax Returns. Transitioned all tax related work from the outside Accounting Firm to the newly created internal Tax Department. Implemented processes and procedures, such as tax provision models, calendars of due dates, control sheets, notice logs, filing system, etc.

Us

• Tax Manager – October 2005 to November 2005• Tax Supervisor – January 2005 to October 2005• Senior Tax Analyst – November 2003 to January 2005 Tax Reporting – Prepared quarterly and annual Tax Provisions; Federal and State Consolidated/Combined Income Tax Returns.  Responsibilities included all Tax Technologies/Applications including maintaining Corptax, coordination with Accounting Technologies and evaluation and procurement of Tax products available to improve efficiency.

Us

- Contributed to the expansion and growth of Liquid Engines, Inc. by working as an integral part of the executive management team. Participated in the product sales cycle. Provided technical advice and domain expertise to the product development and sales teams.- Installed, setup and customized the Liquid Engines Multi-State Tax Planner software. Produced training materials and conducted training for client personnel. Assisted clients with modeling various ideas and strategies related to optimizing legal entity structures and quantifying planning opportunities.- Participated in the creation and design of both the Multi-State Tax Planner product and the International Tax Planner product. Responsible for all Tax Content for the Multi-State Tax Planner Software Product including C-Corporations, Partnerships, and Limited Liability Corporations for use in the computation of apportionment, taxable income and tax liability based on entity type and tax jurisdiction.

Worldwide, Oo

•Tax Management Advisory Services Group, Tax Technology Services – Tax Manager/Senior Consultant - Dec 2000 Aug 2002- Installed, setup and customized Corptax for various companies and industries nationwide. Implemented and customized automated book/tax difference calculations, CORPFAS109, State Planner, CORPCalendar.- In a consulting capacity, provided training, developed customized processes and procedures to support corporate tax departments in implementing tailored modifications for enhanced usage of Corptax. Enabled clients to improve their tax functions to yield greater efficiencies so that the department’s time could be focused on value-deriving activities.- Provided on-the-job training to new staff, taught them how to use the applications and how to evaluate and optimize processes.- Participated in the expansion and growth of the Tax Technology Services Group by developing “Best Practices”, documentation/calculation templates.•Tax Cosourcing Services – Senior Consultant / Experienced Staff – Jan 1999 to Dec 2000- Participated in a full function cosourcing engagement for a multinational corporation.- Participated in the preparation of 900+ State/City Tax Returns; the Tax Provision; the Tax Basis Balance Sheet and the Federal Consolidated Tax Return for two tax years.- During the engagement, assumed a greater role in providing services for the entire range of the tax department’s responsibilities including compliance across the entire tax return cycle, planning and audit defense.- Integrated newly acquired entities into the organization; assisted with the transition of the Corporate Headquarters (including the tax department) from the West Coast facilities to acquired East Coast facilities as a result of a major acquisition.- Performed Corptax Administrator functions from September 1999 to December 2000, responsible for maximizing the technology to achieve compliance efficiencies; data collection; training and management of project team members.

- Performed annual Audits, prepared Corporate and Individual Financial Statements, Income Tax, Sales Tax and Payroll Tax Returns.- Participated in recruiting and responsible for training new staff members.- Communicated with clients and performed Accounting and Tax research.

Bachelor Of Science (B.S.), Business Administration

Business Administration And Management, General

Business Administration And Management, General