Dynamic and highly qualified tax supervisor with extensive knowledge of accounting principles, taxation policies and income tax procedures.
Flexible Tax Supervisor who adapts seamlessly to constantly evolving accounting processes and technologies.
Microsoft Suite including: Excel, Word, PowerPoint
Public and private accounting
General and tax accounting
Senior Tax Analyst June 2012 to CurrentAON Corporation － Chicago, IL
US Reporting and Compliance Prepare return to provision calculations and journal entries for domestic subsidiaries Calculate estimate and extension calculations in accordance with federal statutes Supervise and perform review of the preparation of federal proforma returns and book to tax adjustments Manage the processing of the federal consolidated tax return Communicate with financial accounting teams to streamline document request to support tax computations and analysis Perform analytical review of general ledger activity to ensure proper calculation and analysis of permanent and temporary tax differences for both provision and compliance purposes Respond to financial statement auditors regarding tax provision support during engagement Managed the deferred tax asset and liability reconciliation process which resulted in streamlined workpapers that are transferable to tax compliance process Assist with federal audit by preparing responses to Information Document Requests and other notices rec.
Senior Tax Associate July 2010 to June 2012National Financial Partners Corp NFP － Chicago, IL
Prepared income tax provision utilizing OneSource Tax Provision in accordance with ASC 740 including effective tax rate reconciliations, income tax account reconciliations, and tax footnote disclosures for SEC filings Assisted domestic Tax Director with quarterly effective tax rate forecasting for interim periods Implemented OneSource Tax Provision and OneSource Return to Provision Integration software for year-end 2011 utilization to increase efficiency Reviewed separate company and consolidated federal and state tax returns Prepared return to provision calculations for US and foreign owned subsidiaries Managed distribution of OneSource Dataflow requests for federal compliance and state apportionment purposes for all US subsidiaries Prepared deferred tax liability reconciliation of tax tangible assets to financial tangible assets on a monthly basis Calculated estimate and extension calculations for federal and state income tax filings Trained and supervised staff preparing federal proformas and sta.
June 2005 to July 2010PricewaterhouseCoopers, LLP － Chicago, IL
Senior Tax Associate June 2009 to July 2010
Tax Associate July 2007 to June 2009
Calculated and reviewed estimate and extension calculations for federal and state income tax Trained, supervised, and mentored tax associates for up to 7 engagements simultaneously Reviewed taxable income calculations and returns including consolidations prepared by associates Responded to document requests and notices received from the Internal Revenue Service and state taxing authorities Managed the progress of projects to completion including providing status reports to clients and supervisors Utilized tax preparation software and databases (GoSystem Tax and Superforms) to prepare and review federal, state, and international tax returns for privately held corporations and flow-through entities Prepared income tax provision in accordance with ASC 740 including effective tax rate reconciliations, income tax account reconciliations, and tax footnote disclosures Assisted with FIN 48 (ASC 740-10) implementation for privately held corporations including documenting and identifying uncertain tax positio.
Assurance Associate January 2006 to July 2007
Assurance Intern June 2005 to August 2005
Recommended financial statement adjustments in accordance with Generally Accepted Accounting Principles Participated in the audit compliance work for multinational company adopting the Sarbanes-Oxley Act Demonstrated problem solving and analytical skills through the preparation, review, and analysis of financial statements and the related footnote disclosures for companies Researched and resolved technical accounting issues Participated in financial audits of private corporations including conducting interviews, developing and documenting audit evidence, reviewing and analyzing evidence, performing and documenting process walk-throughs, performing tests as necessary, and identifying and defining issues and recommendations.
May 2004 to August 2004Kraft Foods － Northfield, IL
Intern May 2003 to August 2003
Assisted senior analyst and staff accountants with monthly close procedures Prepared month end management reports including consolidated balance sheet and cash flow reports Aligned accounts payable authorization limits with new sales authorization policy to improve internal controls Communicated with district managers to improve company awareness of new authorization policy Performed system maintenance to enhance efficiency of future allocation programming Maintained general ledger and chart of accounts to ensure proper monthly allocations.
Bachelor of Science : Accounting, December 2005Purdue University － West Lafayette, Indiana
Visual Basic Programming, Database Management, and Management Information Systems