Thomas Osa, Cpa Email & Phone Number

Woodbury, New York

Head of Tax at CardWorksResponsible for preparing and managing CardWorks’s and its subsidiaries’ stand-alone and consolidated income tax provisions (ASC 740), including:- Coordinating the income tax provision preparation with CardWorks’s subsidiaries- Calculating stand-alone and consolidated state apportionment factors- Substantiating all income tax balance sheet accounts for all entities- Analyzing the need for potential uncertain tax position reserves and a valuation… Show more Head of Tax at CardWorksResponsible for preparing and managing CardWorks’s and its subsidiaries’ stand-alone and consolidated income tax provisions (ASC 740), including:- Coordinating the income tax provision preparation with CardWorks’s subsidiaries- Calculating stand-alone and consolidated state apportionment factors- Substantiating all income tax balance sheet accounts for all entities- Analyzing the need for potential uncertain tax position reserves and a valuation allowance- Preparing the financial statement tax footnote and disclosures and managing the internal and external auditors Responsible for managing the income tax compliance processes for CardWorks and its subsidiaries, including:- Calculating final stand-alone and consolidated state tax apportionment factors- Preparing the federal and state income tax return workbook used for tax form preparation- Reviewing all federal and state tax returns and coordinating electronic and paper filing of all returns- Preparing income tax estimates and processing payments- Managing all state taxing authority notices and income tax audits Show less

New York, New York

New York, New York

International Securities Exchange Holdings, Inc. was acquired by NASDAQ in 2016. My role at ISE transitioned to NASDAQ, where my focus was on tax provision (ASC 740) and financial reporting.- Led the income tax provision process for all US entities and coordinated the provision process for all non-US entities for financial statement disclosure.- Managed the external auditor process for consolidated and separate company financial statements.- Worked closely with financial… Show more International Securities Exchange Holdings, Inc. was acquired by NASDAQ in 2016. My role at ISE transitioned to NASDAQ, where my focus was on tax provision (ASC 740) and financial reporting.- Led the income tax provision process for all US entities and coordinated the provision process for all non-US entities for financial statement disclosure.- Managed the external auditor process for consolidated and separate company financial statements.- Worked closely with financial planning to calculate effective tax rate forecasts throughout the year. - Maintained and managed SOX internal controls and coordinated with internal and external auditors. - Prepared all monthly and true-up journal entries and substantiated all tax balance sheet accounts. Show less