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0-5 years of experience
Reviewed state and local income and franchise tax returns prepared by Big 4 firm, for U.S. holding company and eighty-eight subsidiaries and affiliates. Timely filed all quarterly estimates and annual reports. Managed all state and local income and franchise tax audits.
- Obtained $1.4 million Enterprise Zone Tax Credit in California, negotiated 75% reduction to claw back of Job Creation Tax Credit in Ohio
- Redesigned tax reporting packages, allowing for more standardized collection of data from reporting entities
- Provided assistance in gathering information and analysis for the U.S. federal income tax return
- Amended state income tax returns to report federal audit adjustments, realizing refunds in excess of three million dollars
- Reduced Chapter 11 bankruptcy proof-of-claims from $24.5 million to $2.3 million
- Prepared state true-up calculations and computed the effective state tax rate
6-10 years of experience
Prepared, reviewed and managed tax information and reporting for 700 – 1000 trust accounts. Reviewed other accountants work for accuracy. Assisted team members in preparation to reach goals and deadlines set by management.
- Specialized in preparing, reviewing and filing of non-resident alien tax returns for approximately 30 accounts in Ohio, Kentucky, and Indiana.
- Prepared and reviewed complicated tax returns for individual clients. Discussed the returns with the clients and gave them tax planning advice for future years.
- Initiated the technical research of “Voluntary Employee Benefits Accounts” trusts. Implemented the procedures and training for the accountants for approximately 200 new accounts brought in.
- Recognized as department trainer for all new tax policies, regulations and requirements. Facilitated ongoing training for 20 – 25 accountants both incoming and current staff.
- Built strong working relationships with the client wealth advisors and clients.
- Served on national training team. Researched and produced professional papers on several topics. Wrote a paper on the preparation of Total Return Trusts and Equitable adjustments.
0-5 years of experience
Managed all US and Canadian tax reporting and audits. Compiled supporting documents and reports for outside auditors. Strong interaction with IT for updating and implementing tax rate changes and tax status.
- Researched and resolved all tax issues, expediting timely accounts receivable (A/R) collections.
- Managed process for all tax notices, alleviating exposure to penalties and interest.
- Maintained / updated all business licenses and exemption certificates, alleviating tax exposure.
- Reconciled all General Ledger (GL) accounts relating to taxes for month-end and year-end closings, ensuring correctness and accuracy.
- Researched and recovered unpaid taxes from clients incorrectly coded in system, yielding $160K in tax and zero penalties and interest.
- Assisted with transition from PeopleSoft / Taxware to SAP / Vertex, completing consolidated acquisition.
0-5 years of experience
Reviewed Forms 8586, 8609, 8609-A & K-1’s on federal partnership returns submitted by CPAs to determine the correct compliance period and tax credits were taken and proper partner distributions were made. Developed guidelines for presentation of 8609’s with tax credit manager.
- Created spreadsheets for upper level management and provided estimated tax credits to asset managers
- Advised CPAs on tax credit and compliance period guidelines
- Signed off on reviews submitted by tax staff
- Assisted in ad hoc project consolidating Excel files and creating database to automatically calculate tax credits in the compliance period for all deals. This resulted in fewer temporary employees needed during the busy season, providing an effective cost savings measure. Top Performer – 2005 Tax Season
0-5 years of experience
Prepared and reviewed insurance premium tax returns for four insurance companies with filing requirements in all 50 states.
- Prepared and reviewed state income tax returns for four non-insurance companies with filing requirements in all 50 states.
- Prepared the consolidated federal Form 1120 including thirteen subsidiaries.
- Prepared and reviewed account reconciliations for all tax related accounts, such as State Income Tax, Premium Tax, Excise Tax, real estate tax, Federal Current Income Tax, and Federal Deferred Income Tax.
- Prepared and reviewed the monthly Income Tax Provision.
- Demonstrated management leadership during a time when the tax department did not have a manager. Directed workflow and divided and assigned responsibilities while the company was interviewing candidates for the management position.
- Trained two employees, including my newly hired manager, on software and company practices.
0-5 years of experience
Specialties: ASC 740 Compliance; Sarbanes-Oxley Reporting; General Income / Franchise Tax Compliance
- Prepared or reviewed federal income tax returns, state income and franchise tax returns, annual tax extension filings, quarterly
- Maintained state and federal work papers including calculating tax adjustments.
- Computed regular, AMT, ACE, and bonus depreciation amounts, for tax purposes, using depreciation software.
- Calculated quarterly estimated taxes in accordance with ASC 740 requirements.
- Prepared and adjusted tax basis balance sheets to reflect cumulative tax adjustments and compare results to financial information for ASC 740 purposes.
0-5 years of experience
Audited not-for-profit organizations and prepared the audited financial statements.
- Reviewed and prepared not-for-profit tax returns for clients with revenue in excess of $100 million.
- Managed all tax clients as well as delegate them to staff preparers.
- Managed corporate tax clients, small to mid-size, through review of financial statements and review and preparation of tax returns.
- Conducted in-house tax seminars based on not-for-profit issues.
- Tax software administrator with the responsibility of implementing the system along with any updates, resolves queries and trained staff on how to use the software.
- Resolved inquiries of clients in regards to tax notices and general tax inquiries
6-10 years of experience
Sales/Use and Property Tax Returns: Supervised Tax Accountants in the filing of state, county, and city tax returns in over 40 states.
- Licenses/Permits: Supervised the Tax Administrative Assistance in the filing of 3,500+ licenses and permits in various states, counties and cities.
- Partnership Returns: Filed partnership returns for federal and state tax purposes.
- Account Reconciliation/Analysis: Managed all aspects of the general ledger associated with tax compliance.
- Coordinate State Sales Audits: Managed all sales tax and property tax audits. Negotiated settlements, and also developed a proactive audit methodology.
- Coordinate Mergers/Acquisitions: Managed all aspects of new business generated from mergers acquisitions.
- Research/Development: Researched sales and use tax issues along with preparing correspondence on these issues to the field and management.
0-5 years of experience
Prepare, research and review tax returns for this $5 billion consumer electronics corporation.
- Researched taxation of package design costs and interfaced with the principal member of the Internal Revenue Service responsible for this issue; prepared Form 3115-Change in Accounting Methods.
- Prepared guide on utilization of losses from merged subsidiaries to help determine our federal net operating loss and the proper treatment of these losses on state tax returns.
- Responsible for pension deduction on consolidated tax return. Intermediary for tax department with Internal Revenue Service.
- Amended California tax returns to request a $3.5 million refund. Return was amended to include loss companies omitted from original unitary returns.
0-5 years of experience
Managed a staff of seven Tax Accountants and provided one-on-one training during the tax compliance season for this Big 4 CPA firm.
- Prepared and reviewed federal income tax proforma and consolidated returns for various major clients.
- Prepared and reviewed state income and franchise tax returns for various major clients.
- Prepared amended sales and use tax returns for major clients.
- Performed extensive tax research projects as required for various client engagements.
0-5 years of experience
Managed a staff of seven Tax Accountants and provided one-on-one training during the tax compliance season for this Big 4 CPA firm.
- Prepared and reviewed federal income tax proforma and consolidated returns for various major clients.
- Prepared and reviewed state income and franchise tax returns for various major clients.
- Prepared amended sales and use tax returns for major clients.
- Performed extensive tax research projects as required for various client engagements.
0-5 years of experience
Examined fund holdings to determine proper tax treatment of various security types
- Coordinated and monitor all information necessary for preparation of tax returns and completion of tax-related adjustments for 60 mutual funds
- Reviewed funds’ federal and state tax returns, excise tax returns and 60-day shareholder notices
- Calculated any necessary fund distributions of income and capital gains
- Analyzed fund holdings to confirm compliance with Subchapter M of Internal Revenue Code
- Assisted supervisors and managers with special tax research projects as required
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[Senior Tax Accountant]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
