Director of US Provision and Compliance: Lead & direct the annual US corporate tax provision, domestic tax compliance, tax planning, and audits of a multi-national company of baked goods. Key member of the finance team to advise business partners and leadership members within the organization on tax matters resulting from the sale of US & Canadian companies to a new owner.
• Manage, review and prepare the corporate tax provision for U.S consolidated group, reconciliation of deferred assets/liabilities, tax payable, effective tax rate, return to provision adjustments, and tax journal entries.
• Research and resolve federal and state tax issues confronting key executives on the asset purchases of US and Canadian businesses, including analyzing & calculating the purchase price allocation of the asset purchase and the tax basis of assets, intangibles and goodwill of the new companies.
• Manage the tax forecast and budget for management.
• Direct and led the tax planning strategies of intercompany overhead costs and debt between US and Canada with outside consultants.
• Manage, review and prepare the corporate US and international tax compliance for federal (including Forms 5471/5472s, 1042s, W-8-BEN-E), state apportionment factor, and state returns. Manage and coordinate the Canadian income tax compliance prepared by an accounting firm.
• Researched, assessed and quantified the implications of the Tax Reform Act, such as Sect 965, BEAT, GILTI, and Sect 163(j), to our business

Client Service Manager: Worked in collaboration with a partner to advise and provide full tax service to privately held business. We guided owners to structure their business either as S-Corp, LLC, partnership or C-Corp in order to operate in most tax efficient manner, managed their cash requirements and debt covenants, developed projections and identified key tax planning opportunities to minimize current and future tax liabilities.
• Prepared tax projections for business and owners in tandem, including break-even analysis of their profits.
• Prepared budgets and cash flow projections.
• Prepared compilation and review of financial statements.
• Provided tax planning & strategies on deferred compensation plans, sale of businesses, and succession planning.
• Provided tax compliance of S-Corp, partnership, and C-Corp returns and owners’ individual returns
• Consulted with accounting managers on accounting issues and reporting requirements under GAAP.

Senior Tax Accountant:
• Reviewed & prepared the corporate estimates, extensions, and federal tax returns, including Forms 5471s and other foreign filings.
• Prepared income tax provisions, including footnote disclosures, permanent/temporary differences, rate reconciliations, return to provision adjustments, and tax journal entries.

Assistant Tax Manager
• Reviewed and prepared federal & state income tax returns, estimates, extensions, and tax provisions for venture capital subsidiaries of the bank.
• Researched federal and state issues affecting venture capital corporations and LLCs, including hedging transactions.

Senior International Tax Specialist
• Reviewed and prepared the US international income tax returns (Form 1118, 5471/5472, including calculation of earnings & profits, and Subpart F income of foreign subsidiaries).
• Researched tax issues on foreign sales corporations, passive foreign investments companies, and foreign controlled corporations.
• Implemented projects such as transfer pricing documentation and executing intercompany agreements

Senior Tax Specialist (August 1992 to October 1994), Audit Associate (September 1990 to August 1992)
• Provided full range tax services for C-Corp and partnerships in the software, manufacturing, service and retail industries.
• Audited financial statements of privately held midsize to large publicly held corporations in mining, manufacturing, retail, biotechnology, and banking.