Senior Tax Specialist
Current• Project lead for the largest corporate deferred tax adjustment, exceeding $1.5 billion. Designed and continually improved methodology used to track land impairment write-downs and subsequent tax recognition for actual and forecast. • Automated the impairment tracking process, using advanced Excel functions, and pulled statistical information from Lawson General Ledger system, using the Excel add-in, XLCubed. • Designed and implemented the tracking of purchase accounting adjustments and goodwill adjustments for subsequent tax recognition. • Automated Uniform Capitalization (UNICAP) calculation using advanced Excel functions (Match/Index, sumif) and pulled ledger and statistical information from Lawson using Longview. • Developed department training for Excel, including advanced formulas, conditional formatting, and shortcuts. • Established and taught well-attended monthly lunch-time technology training meetings, shared Excel knowledge, and arranged for expert guest speakers on other key software. • Designed and implemented built-in loss limitation reporting for impairment write-downs at a homebuilder subsidiary acquired by PulteGroup in 2009. • Prepared annual federal and state partnership and subsidiary corporate income tax filings.• Prepared various federal and state schedules and supporting work papers for inclusion in tax filings (energy and general business tax credits, affiliation schedules, non-tax charitable contributions).• Assisted in the design and implementation of the tax department SharePoint website.• Collaborated with controllers and accounting professionals in various markets to gather information needed for tax compliance. • Enhanced Access Database used to assist in the administration of federal and state tax return due dates. • Retained for transition planning of tax department functions and onboarding of new tax department members in Atlanta, Georgia as a result of the relocation of corporate headquarters.