Multi-disciplined tax professional skilled in
providing tax services to a broad range of industries. Identifies opportunities
and pursues challenges with energy, drive and a need for completion.
Qualifications
Proficient knowledge of valuation
techniques and state laws
Accomplished in identifying and
achieving tax reductions
Adept multi-tasker with attention to
detail and accuracy
Skilled in managing complex valuation issues
Strong communication,
negotiation and analytical skills
Dependable, motivated self-starter
with
strong work ethic
Delivered valuation services to large publicly
traded, national clients. Planned and conducted property tax
compliance, assessment evaluation, appeal determination, tax accrual calculations
and tax bill handling for real and business personal property portfolios.
Investigated tax laws, market research
and client data. Formulated evidence for assessment reductions. Consulted with
client on findings and made recommendations. Filed appeals and applications for
abatements and exemptions. Attended board hearings and meetings with assessors.
Coordinated client meetings, site tours and property tax audits.. Negotiated with assessors, client and
outside counsel to settle issues.
Built /maintained client information
in internal database. Compiled reports documenting services performed, appeal
status, tax bills approved, tax accrual reconciliation and savings generated. Briefed
client and management on results. Tracked tax savings and generated client
billing.
Cultivated relationships with clients,
assessors and peers. Formulated prompt, accurate responses to internal and
external requests. Achieved excellent client service ratings.
Accomplished tax savings in excess of
$3.5M.
Senior Auditor, 09/2010 - 02/2013 Metlife, Inc. – Greenville, SC,
Executed business personal property
audits of taxpayers for NC tax assessors.
Conducted on-site
inspections of assessed property,
interviewed taxpayer personnel, inspected taxpayer financial records and
returns rendered. Reviewed local jurisdiction tax records.
Composed audit schedules and detailed
letters summarizing the audit results.
Partnered with taxpayers, tax
assessors and state tax officials to promptly resolve issues.
Finalized approximately
300 audits resulting in discoveries of under assessed value.
Presented jurisdiction position in
appeal conferences before local tax boards and county assessors.
Tax Associate, 01/2007 - 02/2010 Armanino Mckenna Certified Public Accountants & Consultants – San Francisco, CA,
Performed quarterly / annual tax
provision analysis and FAS 109 compliance for global operations. Analyzed financial statements of
foreign/domestic entities, reviewed deferred tax items, calculated and booked
tax provisions.
Designed analytics / memos for
external auditors regarding rate changes and tax issues.
Completed a large volume of tax
compliance that included federal consolidated, partnership, state (unitary,
combined, and separate), controlled foreign corporation and foundation returns.
Researched and responded to ongoing federal
and state audit inquiries.
Examined tax returns of approximately
135 subsidiaries over a 15 year period and calculated the earnings and profits
of the corporation.
Performed tax compliance for all
Canadian entities including consolidated and provincial returns (approximately
15 companies).
Resolved
outstanding Canadian tax inquiries that generated refunds in excess of $5M
Income Tax Manager, 06/2006 - 01/2007 Academy Sports & Outdoors, Inc. – Hammond, LA,
Managed the global tax provision analysis and FAS 109 compliance for financial reporting purposes.
Produced and filed the US federal consolidated, state income and franchise tax returns (approximately 35).
Supervised and directed the activities of tax contractors.
Assisted foreign controllers with audits, responded to all US tax inquiries. Interfaced with the legal, treasury, accounting business units, external auditors and outside consultants on tax issues.
Implemented tax software to achieve initial e-filing requirement of the US Federal Consolidated return.
TAX CONSULTANT, 04/2005 - 05/2006 Corteva, Inc. – Newark, NJ,
Produced federal, state, franchise and
consolidated tax returns for various legal entities included in the
consolidated return.
Generated Canadian federal and
provincial tax returns for Canadian entities. Oversaw Canadian tax issues and
audits. Implemented software used for
Canadian returns.
Delivered tax consulting services to
Fortune 100 and privately held corporations.
Conducted client interviews, composed
written narratives and designed flowcharts documenting tax processes for
Sarbanes-Oxley compliance.
Managed taxes, audits and governmental reporting for the company and related entities. Ensured the data integrity and proper reporting for taxes, accounts payable, fixed assets, payroll and other general ledger functions. Supervised the fixed asset and accounts payable employees.
Developed / implemented corporate policies and procedures to ensure accurate reporting for payroll, expense reporting, purchasing cards, freight and fixed assets which resulted in significant savings of processing and reporting time.
Managed and actively participated in various internal and external audits, including IRS, state income and franchise, sales and use and property tax resulting in no significant adjustments.
Education
BSBA: Major: Accounting, Expected in - University of Southern Mississippi - Hattiesburg, MS GPA:
Licences/Affiliations/Training/Skills
Certified Public Accountant TX License Number: 030481
Certified Public Accountant NC License Number: 020831
Member – Institute for Professionals in
Taxation
Completed IAAO Course 500 – Assessment of
Personal Property
Completed IAAO Course 551 – Valuation of
Machinery / Equipment
Completed NCDOR Course - Personal Property Assessment
Completed Institute for Professionals in
Taxation (IPT) Property, Personal Property and Real
Property Tax Schools.
Windows 8, Microsoft Office Suite, OneSource Property Tax, OneSource Research & Compliance Software, Checkpoint Learning
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