Wesley Richards Email & Phone Number

Fremont, California, US

• Recommend effective tax strategies promoting Weee’s financial strength. Track industry trends.
• Responsible for taxability matrix for various products within Weee’s corpus by state.
• Negotiate with tax authorities over tax issues. Coordinate with consultants and solve tax issues.
• Coordinate tax audits and provide support during annual audits. Evaluate tax regulations.
• Serve as the contact for all tax-related issues; manage and maintain Weee’s tax records.
• Assess tax accounting software packages and assist with implementation.

San Jose, California, US

• Corresponded with relevant tax authorities to resolve discrepancies and notices. Supervised one senior tax accountant.
• Reviewed and filed 600 sales & use tax returns for 5 entities in 40 states & 8 countries, including GST/HST/PST and VAT.
• Provided information for Texas sales & use audit. Reviewed customer exemption certificates. Reviewed sales contracts.

Norwich, England, GB

• Created policies to help establish tax department. Responsible for all taxes including income, sales/use, property, VAT.
• Initiated state registrations. Answered notices related to sales/use & income taxes. Created tax compliance calendar.
• Worked with UKbased finance team on international compliance. Partnered with internal teams to establish workflow.
• Reviewed quarterly provision process done by Big 4 firm in accordance with ASC 740 & SEC disclosure requirements.
• Coordinated with Big4 firm on projects including Sec263A/FAS123, SS4 filing, estimate tax payts, federal return filings.

San Carlos, California, US

• Managed federal and state return filings done by Big 4 firm that represented 300 locations in 10 states in U.S and Mexico. Worked on IPO issues from tax perspective.
• Facilitated R&D Credit Study. Managed Unclaimed Property/1099. Oversaw VAT crossborder issues with Mexico subsidiary. Managed entire VDA process for one entity (start to finish in 35 states) including filing of state.
• Led implementation of global transfer pricing process, worked with Finance on intercompany policies.
• Owned the quarterly accounting for income taxes (ASC740) process including tax disclosures reporting for Form 10Q/K.
• Managed preparation of income tax payable, deferred tax assets, uncertain position FIN48. Prepared cash tax forecast

Dallas, Texas, US

• Executed vision of tax department and supervising staff, with footprint in 35 states, Canada and China. Implemented transfer pricing process and drafting of intercompany agreements. Served as SME to CFO related to tax.
• Reviewed tax withholding related to partnership income. Worked with Big 4 firm to ensure K1 were accurate and timely. Coordinated with Big 4 firm regarding income tax return preparation, global tax provision review.
• Identified and implemented process improvement actions in tax dept, this generated $200K in bottomline savings.
• Led process to redesign global tax provision process. Worked on due diligence with Big 4 to merge acquired company.
• Provided indirect tax reporting support including foreign GST, VAT, sales and use, personal property, business license and notices. Kept current on legislation including Economic Nexus, Factor Presence, Marketplace.

• Managed taxability of rental program. Implemented transfer pricing process and drafting of intercompany agreements. Served as SME to CFO and center locations and advised them on income, sales use and GST/HST tax.
• Led global tax provision process; reviewed quarterly and annual ASC 740 provision; responsible for SOX 404 controls; and formulated cash forecast for budgeting purposes.
• Managed the state income and sales use tax return processes for 95 centers / locations in 35 states and Canada. Managed tax audits and handled protests. Attended hearings and negotiated settlements with authorities.
• Identified actions for process improvement within the tax department and generated cost saving in excess of $100K. Assessed uncertain positions and developed documentation to support tax positions taken by company.
• Oversaw a department consisting of a tax supervisor, sr. tax accountant and tax accountant - including selection, mentoring, performance appraisals and professional development.

Lewisville, TX, US

• Formed tax department, executed policies and procedures. Communicated with CFO and the executive team.
• Collaborated on strategic direction of tax department. Worked with CFO on planning and strategy.
• Revised FET calculation and implemented new methodology to prepare it.
• Saved 100K after correcting errors with IRS.
• Managed federal/state income and franchise and sales and use tax return preparation process in 8 states for 33 centers.
• Coordinated with Big 4 accounting firm regarding the preparation of returns, estimated payments and extensions.

• Reviewed 500 federal & state income tax returns for various entities(Partnerships/HedgeFund/SCorp in 40 states)
• Did R&D credit & WOTC preparation as well as helped clients identify opportunities to get tax incentives.
• Provided audit support to clients on 100+ state income & franchise tax audits.
• Reviewed the preparation of Non-US tax filings including Foreign Tax Credits, 1120F, 1118, 1116, 5471, 5472.
• Researched state and federal tax issues and summarized in written form.
• Worked on due diligence/VDA issues for clients.

Plymouth, MN, US

• Formed tax department, created tax policies, employed systems that help effectiveness of tax reporting.
• Directed daily operations of the tax department, prepared tax returns including federal and multi-state income.
• Managed shareholder-reporting process, including reviewing and approving K-1’s and partnership returns.

Flower Mound, Texas, US

• Prepared consolidated tax returns and schedules for 4 corporations in 45 states and 5 foreign countries.
• Reviewed preparation of GST/VAT/HST/PST returns – Australia, Canada, UK, Vietnam, Mexico, Brazil, Spain.
• Led Non-US tax provision process in accordance with Japanese SOX, oversaw US and Japanese SOX controls.
• Led International Cross border tax planning initiative as company expanded into Mexico and Chile among others.
• Supervised and mentored one tax analyst.

Ms, Taxation

Mba, Accounting