TaxConnections


Colleen James, CPA

Interim Tax Director/Tax Consultant

Colleen James CPA PLLC
Woodinville, Washington, USA

Professional Services Firm

Professional Summary

Tax Director with more than twenty years experience meeting the varied tax needs of domestic and multinational corporations. Very much enjoy the opportunity to prepare and/or review quarterly and annual tax provisions and to consult on the integration of tax provision and return technology into the corporate tax function.

Have extensive experience preparing/reviewing Corporate, S-Corporation and partnership federal and state tax returns. Also enjoy consulting on nonrecurring tax issues which arise as a result of a merger, spin-off, significant property transaction, etc.

Please feel free to reach out to me at (425) 213-6804. I am available to work remotely or as an in-house member of your corporate tax team.

Learn More

Languages

  • English

Industry Experience

    • Tax Services
    • Chemical Distribution
    • Computer Software

Website

Social Media



Experience

Colleen James CPA PLLC
Woodinville, Washington, USA 98072
Interim Tax Director/Tax Consultant
Professional Services Firm
2011 - Present
• Prepares or reviews quarterly and annual tax provisions pursuant to ASC 740, Accounting for Income Taxes, and IAS 12 Income Taxes (IFRS);
• Creates worldwide tax provision Excel-based workbooks, tailored to the client’s business, which populates the tables of the tax footnote and includes interim and annual ETR calculations, current and deferred tax expense, detailed deferred activity by company, quarter-over-quarter and year-over-year analytics, FIN48 contingency activity and other supplemental schedules;
• Conducts special projects such as a §382 analysis, transaction cost analysis from both US GAAP and tax perspectives, deferred tax study;
• Prepares tax modeling related to an organization’s long range plan;
• Involved in various aspects of the Sarbanes-Oxley (SOX) review and documentation process;
• Manages Research & Development project;
• Prepares or reviews Federal and state income tax returns;
• Prepares or reviews Federal and state estimated tax payment calculations; and,
• Prepares analysis and memorandums on a variety of tax topics.
• Clients include: T-Mobile, Inc., Amazon.com, Inc., INRIX, Inc., MicroVision, Inc., HipCricket/AUGME Technologies, Inc., Z2Live, Inc. and Big Fish Games, Inc.
Univar USA, Inc.
Redmond, Washington, USA 98052
Tax Director
Corporation - Privately-Held
2007 - 2011
• Managed the U.S. tax function and all tax aspects of the Company’s foreign branches, including interim and annual tax provisions under ASC 740 and IAS 12 and the U.S. consolidated corporation tax return, for a multinational chemical distribution company with over $8 billion in annual revenues, 16 domestic corporations, 12 foreign disregarded entities and over 100 controlled foreign corporations;
• Managed state and local income functions (including sales and property tax) from October 2007 through May 2010;
• Developed and implemented a change to the Company’s tax exemption certificate process which led to a reduction in sales tax audit exposure, aligned task with appropriate Company personnel to shorten time spent, eliminating the need for six full-time employees;
• Created new Excel tax provision workbook in response to the increased financial and management reporting requirements resulting from a significant corporate restructure during October 2007;
• Managed between three and 14 tax professionals during growth of Corporate Tax department from four professionals in October 2007 to 17 professionals in December 2010;
• Integrally involved in purchase accounting and other tax implications resulting from the acquisition of two large consolidated groups;
• Managed various tax projects such as: FIFO to LIFO method change, which reduced current tax expense by $27M in the initial year and a $40M cumulative reduction in cash tax; tax fixed asset repair and re-lifing method chang
Concur Technologies, Inc.
Redmond, Washington, USA 98052
Senior Tax Manager
Corporation - Publicly-Held
2006 - 2007
• As the most senior tax professional within Concur, responsibilities included all planning and compliance related to international activities, federal and state income tax, interim and annual tax provisions pursuant to FAS 109, tax accounting under FAS 123R, compliance with Sarbanes-Oxley, transfer pricing, monthly, quarterly and annual sales & use tax filings, GST/VAT, property tax, business licenses and annual reports;
• Managed third party service providers, drove process improvements, such as streamlining the monthly sales & use return preparation/review process, and worked with key personnel to achieve tax initiatives;
• Managed all tax audits;
• Regularly interacted with CFO, Controller, Directors of General Accounting and Revenue, IT, foreign subsidiary controllers and numerous outside service providers as well as managed Tax department staff and short-term consultants

Education

MST, Taxation 1994
University of Denver
Denver, Colorado, United States
B.Acc.Sci, Accounting 1992
Santa Clara University
Santa Clara, California, United States

Professional Certifications

Certified Public Accountant
Active
1997

Associations and Societies

  • Washington Society of CPAs
  • Tax Executives Institute
  • American Institute of Certified Public Accountants

Click To Write A Review

INCREASE KNOWLEDGE WITH EVERY ISSUE OF TAXCONNECTIONS

 

Learn from tax advisors, straight to your inbox

Update My Email Address
Contact Us Today