Sarah E. Email & Phone Number

United States

New York City, New York, US

Project & Consulting Services:Business ManagementOTP (Onesource Tax Provision) ImplementerOIT (Onesource Income Tax) ImplementerPower Tax Provision ImplementerFAS / BNA Fixed Asset ImplementerCorptax AdministratorASC740 (FAS109)/ASC740-10 (FIN48): Domestic & International. Review & prepare all aspects ie: ETR, Account Rollforward, Deferred Inventory, ASC.

GB

ASC740 (FAS109)10k Financial Statement Presentation (Year of Largest US Inversion)Sec 382 Analysis crossing 2 testing periodsProvision ReviewDefer ReviewFixed Asset ReviewTax Documentation & AnalysisReview Audits, Provision, Tax Returns. Consolidations, Cost Segregation, International.Systems: Aura, Gosystems

Chicago, IL, US

Tax Provision: ASC 740AuditTax ComplianceOnesource Tax Provision Administration: OTPGo SystemsReview & Preparation

Rahway, New Jersey, US

Tax ProvisionTax Forecasting

Findlay, Ohio, US

SEC Filings: ASC 740/FAS 109Post M&A alignmentPurchase Price Accounting: Deferred Tax Analysis of Acquired Company: Andeavor ($35 Billion in Revenues)Federal 1120 ComplianceFederal 1065 ComplianceState ComplianceFixed Assets Analysis & Correction - SAP

3801 S Oliver St, Wichita, KS, US

ASC 740 Tax Provision Process Analysis & Re-ArchitectEfficiency Analysis & ApplicationOnesource Tax Provision (OTP) ImplementationFinancial Statement Tax Review & AnalysisReview & Correction & Documentation of Controls both Internal & SOXCorrection of State Provision Process & Technology Utilization for ASC 740

Monroe, LA, US

Provision & Tax Return ReviewCorptax Integration from Onesource Tax$4.5 Billion Debt Refinancing Research & Tax TreatmentPurchase Price Accounting AdjustmentsDeferred Income Tax ReviewM&A: Tax Free Reorg under 368(a)(2)(D) - Forward Triangular Merger

SEC filing. Tax Provision both Foreign and Domestic. Foreign Tax Package Review and import into Corptax. Rate Reconciliation-ETR, Deferred Input and Analysis, Valuation Allowance and Tax Attributes. Tax Reform: *Earnings & Profit review*Research & Calculate Deemed Repatriation (Transition) tax*Deferred Revaluation*State Research for Conformity to Federal.

In Theaters NOW!

Ashburn, Virginia, US

Current: Project & Efficiency Management: Team lead on Fortune 250 company managing remediation of material weakness in financial statements. Process analysis, implementation and enhancement specialist. Managed Big 4 Auditors and McKinsey, delivering on time and pre-expectation. Provision support, including review & prep both Domestic & International..

Washington, District Of Columbia, US

Los Angeles, CA, US

Basis Study for closely held Investment Vehicles spanning over 20 years and 90 entitiesFixed asset reconciliation projectASC740: quarterly & monthly close. Scrub deferred tax assets/liabilities. Re-architect provision model post RBC acquisition. Tax Compliance: Fed & StateWork Opportunity Tax Credit

Turin, Piedmont, IT

FAS109 / ASC740: Domestic & International. Dual Registration: NYSE & MTA (GAAP & IFRS). Year End, Quarterly, Monthly close, payable reconciliation, rate reconciliation, deferred analysis and substantiation, IFRS & GAAP adjustments due to dual listings. Canadian tax audit. Domestic compliance. Hyperion, HFM, SmartviewOnesource: Onesource Tax Provision.

FAS109 / ASC740: monthly/quarterly close, payable reconciliation, rate reconciliation, deferred analysis and substantiation, IFRS & GAAP adjustments due to dual listings. IFRS & GAAP dual listing on NYSE & MTAOnesource: Onesource Tax Provision (OTP), Workflow Manager, Global Access Module (GAM), Onesource Income Tax (OIT). SAP report generation and variant.

London, GB

ASC740 (FAS109): Architect Executive rate reconciliation with analytics from Hyperion Financial Management reporting tool for Budget, Actuals and Forecast. Analyze and present Q2 (H1 - London Stock Exchange) Tax footnote requirements and Management reporting requirements to new tax department members. Review and update tax provision memo and close process.

Dallas, Texas, US

ASC740 (FAS109) International provision assistance in establishing request protocol for over 500 CFC's. Review and correct E&P pool for proper time frame and allocations. Architect Onesource Tax Provision (OTP) Tax Basis Balance Sheet Report to assist in International Department's need for allocation base.

New York, NY, US

ASC740 (FAS109): Deferred AnalysisDomestic Compliance: 1120 Calculations & Reporting International Compliance: 5471/8858/8865 Calculations & Reporting (appx. 200 filings)State ComplianceFixed Asset Process Implementation & Software remediationTTI SoftwareCorptax SoftwareCorptax Workspace Implementation

Walla Walla, WA, US

Princeton, NJ, US

OTP ImplementationBeta test & Variance AnalysisProcess Change implementation from Blended State Rate to Specific State RateProvision & Financial Statement Analysis & ReviewConfigure Footnote: Rate Reconciliation / Deferred Inventory / Current v Non-CurrentConfigure Tax Basis Balance SheetMap Tax Basis Balance SheetMap Trial Balance w/ Best Practice.

Long Island City, NY, US

*See Morgan Stanley (Client) Description*

Provision (ASC 740 / FAS 109): Year End & Quarterly Close for SEC registrantDeferred Tax Analysis & Scrub with focus on REIT v TRS GAAP presentation to quantify Deferred Rate AdjustmentOTP Implementation, inculsive of Journal Entry Configuration and Best Practice Deferred PresentationFIN48 / ASC 740-10: Review & Analysis with Footnote presentation..

Rosemead, CA, US

Provision (ASC 740 / FAS 109): Year End, Quarterly & Month End Close for large utility company & SEC registrant.Footnote Presentation: 10K & QReturn to Provision Calculation & AnalysisFinancial Statement Analysis and Executive PresentationPower Tax Provision software integration with Corptax Compliance suite. Best Practice StandardReview and Prepare.

El Segundo, California, US

Provision (ASC 740 / FAS 109): Year End CloseDeferred Tax Analysis Manage & Prepare Affiliated Group Filings both Federal & StateFixed Assets Software ImplementationReview & Prepare Owner Individual Tax Compliance and Projections

Misc GAAP and Tax projects

New York, NY, US

Review TV & Film Amortization Schedule M calculation and processes (Most Material tax adjustment at Fox Entertainment). Review and Prepare Federal & State Tax Compliance.

New York, NY, US

Provision (ASC 740 / FAS 109): Quarter End Close during Spin Off periodFootnote Presentation: 10QFIN48 / ASC 740-10: Review & Analysis with Footnote presentation. Memorialize tax positions relating to ReserveBridge for client as changes in company structure necessitated the need for a new Tax Director.

Las Vegas, Nevada, US

ASC 740 (FAS 109)

Burbank, California, US

Toledo, OH, US

Prepare International Tax Provision (ASC 740 / FAS 109) for large SEC registrant.

Hawthorne, CA, US

US

Los Angeles, CA, US

US

Federal & State Tax review. Tax reduction creation & implementation through management fee allocations. Tax Audits, Sales & Use, Property Tax Compliance & Audits. Account Reconciliations and Journal Entry submission. Capital Accounting, manage and review accounting process. Remediate historical inaccuracies in job-costing system. Clean up WIP accounts and.

Uxbridge, West London, GB

Atlanta, GA Focus primarily on Federal Corporate income tax research and compliance in addition to FAS 109 calculation. Supervise and review work of 2 staff accountants and 2 interns. Analyze and revise deferred tax balances for all divisions. Manage Federal Excise Tax research and compliance. Establish protocol and procedure for EFTPS system. Coordinate.

Atlanta, GAExtensive consulting and compliance work. Managed earnings and profits study and calculation for foreign subsidiary covering 10 years worth of activity. Assisted on tax audit for Delta Airlines. Conducted a research and development study that created a federal and state tax savings for client. Engaged on start up compliance client with 15.

Atlanta, GA, US