Provide interim and annual tax accounting and compliance consulting services to clients under subcontracting arrangements in off hours and weekends on part-time basis.

• Reporting and tax footnote preparation (ASC 740)
• Effective tax rate reconciliation
• Deferred tax rollforwards
• Global consolidations
• Uncertain tax position analysis
• Valuation allowance assessments
• Income tax return prep for small S Corps. (Federal and NYS)

Sample of client base:
• Well-known nationwide clothing retailer with revenues of $1B.
• International specialty gas company with revenues of $1.5B.
• Large Japanese inbound chemical company with domestic revenues of $1B.

Responsible for oversight of global tax compliance, global provision, SEC reporting and planning matters for the Company.

Tax accounting/ASC 740
• Interim and annual global provision calculations.
• Uncertain tax positions/FIN 48 and ASC 450.
• R&D calculation
• Valuation allowance calculations.
• SEC reporting – footnote disclosures.

Tax compliance
• Federal, international and state tax returns.
• Sales/use taxes, property taxes, Secretary of State filings, unclaimed property, and FBAR reporting.
• SOX 404 compliance.

Research and planning
• Research and planning related to business reputation deduction for expenses paid on behalf of a failed subsidiary.
• State tax nexus analysis
• Intercompany transfer pricing.

Tax controversy
• Manage various federal and state tax audits.

Established the corporate tax function, creating processes and procedures and overhauling the SOX documentation. Became company-wide focal point for all things tax. Responsible for all federal and state corporate income tax returns and telecom tax returns, income tax provision, and reporting.

Tax accounting/ASC 740
• Interim/annual provision calculations.
• Uncertain tax positions/FIN 48 and ASC 450.
• SEC reporting – footnote disclosures.

Tax compliance
• Federal, Canadian, and state tax returns.
• Manage preparation of approximately 500 monthly federal, state and local telecommunication tax, sales, gross receipts, and excise tax returns, as well as property taxes, Secretary of State filings, and unclaimed property.
• SOX 404 compliance.

Research and planning
• Prepare 382 analysis.
• Tax Forecasting and modeling.

Tax controversy
• Represent the company on numerous state tax audits.

Continued the establishment of the tax department after predecessors’ first year’s efforts, creating processes and procedures and creating relationships with operational folks to resolve tax issues as they arise. Responsible for the adequacy and accuracy of the Company’s consolidated global provision and financial statement disclosures.

Tax accounting/ASC 740
• Interim and annual global provision calculations.
• Return-to-provision true-ups
• Uncertain tax positions/FIN 48.
• SEC reporting – prepare footnote disclosures.

Tax compliance
• Federal, international and state tax returns. International filings included Australian, Canadian and United Kingdom income tax returns.
• Property taxes, sales/use tax, unclaimed property, VAT, GST, and SOX 404 compliance.

Research and planning
• Budget, prepare and monitor Connecticut Film Production and Infrastructure Tax Credit Programs realizing tax credits in excess of $10 million and recurring credits of over $3 million annually.

Tax controversy
• Represent the company on various state and federal income tax audits.

Prepare and review of federal, state and local tax compliance for individuals, partnerships and corporations. Review/audit income tax provisions and related footnote disclosures for numerous clients across various industries. Implement SOX policies and procedures for various clients, and perform SOX walk throughs.

Tax accounting/ASC 740
• Interim and annual provision calculations for clients across a wide spectrum of industries.

Tax compliance
• Federal, state, and local tax compliance for individuals, partnerships, and corporations.
• Implement SOX policies and procedures for various clients, and perform SOX walkthroughs.
• Manage staff and direct compliance engagements, billings, budgeting and related tasks.

Research and planning
• Conduct tax research to support tax compliance and planning as required.

Tax controversy
• Federal and state tax notices.
• Preparing responses and formulating audit defense strategies.