TaxConnections


Lisa MacKechnie, MSA

Tax Consultant

Lean Accounting and Tax
Hartford, Connecticut, USA

Professional Summary

Please contact me if you currently have a need for an Tax Consultant:

Tax Compliance: consolidated federal and multistate unitary, combined, and separate returns [C-Corp, S-Corp, Partnership, disregarded entity, international, small business, sales and use, trusts, 1040] | Tax Account Reconciliation | Consolidated Tax Provision (IAS12, ASC740) Preparation and Review | Budget / Forecast Tax Provision Calculation | Tax Incentives | Fixed Asset Review | Tax Research and Planning | E&P Analysis | IRS and Multistate Audit Responses | VDA's | Disaster recovery | Project Management and Organizational Restructuring | Controllership and team management

If you have a need for a consultant with a solid understanding of these software products:

Thomson's OneSource | ProSystemsFX (CCH) | Tax Dimensions | Vertex | CORPTAX | GoSystem | Fasttax | Lacerte | UltraTax | DocStar | JD Edwards | Hyperion | Quickbooks | advanced Microsoft Office skills | various POS software

Tax professional with 20 years of combined experience in Big 4 and regional public accounting, Fortune 500 tax departments, and small business & hospitality operations management.

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Languages

  • English

Industry Experience

    • Accounting Firm
    • Education
    • Restaurants & Bars
    • Manufacturing
    • Financial
    • Public Accounting Firm
    • Retailer, Broadline
    • Restaurants & Bars

Social Media



Experience

Lean Accounting and Tax
Hartford, Connecticut, USA 06103
Tax Consultant
2011 - Present
Entrepreneurial independent contractor for accounting & tax services for corporations, small businesses, and individuals. Work with placement agencies and my currently growing client base.

Experience working with real estate owners and developers with construction project management, grants, SBA Disaster Assistance, and business loss insurance claims, from both a tax and non-tax perspective.

Key business partner responsible for maintaining operational and accounting functions for startups in New England and New York City.

Leader in creation and improvement of operating efficiencies.

Proven track record of building strategic partnerships and skilled at negotiations.

Additional experience in business income loss claim settlement and research.

Adjunct at AACSB accredited business university teaching undergrad and graduate level accounting and tax courses.
Becker College
Worcester, Massachusetts, USA 01609
Adjunct Faculty
University/Academic Institution
2015 - Present
Hired to teach Small Business Management, Entrepreneurial Accounting, and Management and Leadership online and live to non-business majors/business minors
Western New England University
Springfield, Massachusetts, USA 01119
Adjunct Professor
University/Academic Institution
2012 - 2015
Recruited for experience in training employees and ability to hit the ground running on short notice at AACSB accredited business school, one of only approximately 600 in the country.
Advisory Committee participant for Annual Tax Institute, a day-long CPE class presented for 54 years running.
• Courses taught: AC201, Intro to Accounting, to undergrads in variety of majors; AC202 Managerial Accounting; AC309 Cost Accounting, AC624, graduate level Advanced Corporate & Partnership Tax
• Teach part time: online and live, allowing for full-time employment.
• Invited to teach other courses, including FIN 330 Entrepreneurial Finance; and various speaking engagements
Elms College
Chicopee, Massachusetts, USA 01013
Adjunct Professor
University/Academic Institution
2015 - 2015
Hired to teach Graduate level Corporate and Partnership Tax Fall, 2015
Blackjack Steakhouse, f/k/a/ Carpaccio Trattoria
Springfield, Massachusetts, USA 01113
Founder/Owner/Controller
Limited Liability Corporation (LLC)
2010 - 2014
Initial founder of a startup: Carpaccio Trattoria. Rebranded as Blackjack Steakhouse, branding on theme of upcoming inside-out MGM casino.

Managed $800,000 in startup funding (personal investment, insurance claims, City grants, private financing, SBA disaster assistance) for insurance claim repairs, leasehold improvements, and equipment procurement. Hired and trained all staff.

• Financed, created, and sold restaurant with full liquor license located one block from the Basketball Hall of Fame. Resolved four insurance claims equating to more than $175,000; one of which was a loss of business income prior to operating.
• Resolved financial impact from 6/11 tornado damage and 9/12 partial building collapse (both during renovations); achieved $40,000 SBA Disaster Assistance, and navigated City government for $25,000 grant award from CBDG Program
• Renovated commercial building: managed project, negotiated with / coordinated contractors while working as a Senior Tax Analyst, created all budgets, maintained all financial statements and reports, and prepared all lender reports and tax filings.
Alstom
Windsor, Connecticut, USA 06095
Senior Tax Analyst
Corporation - Publicly-Held
2008 - 2011
Hired to contribute in tax compliance & provision functions and special projects for global Paris – based turbine and rail transport manufacturer recently acquired by GE.

Directly responsible for researching and modeling to achieve a $66 million tax credit under ARRA Section 48C.

Assisted in managing processes and data manipulation for large R&D tax credits review project, and FICA tax refund appeal projects. Regularly assisted Tax Director in tax strategy development.

• Prepare, review, and consult on IAS12 (FAS109/ASC740) provision calculation, budget and forecast provision calculations, and tax compliance (foreign, federal, and multi-state), including revamping of the foreign tax credit calculation for Form 1118, and assist in the income tax audits including research and preparation of responses to IDR’s and multi-state tax audits
• Regularly coordinate with Division and Subsidiary Controllers’ staff regarding tax project needs
• Prepared all fixed asset and tax depreciation schedules for multitude of business units
General Electric Capital Corporation
Stamford, Connecticut, USA 06905
Assistant Controller
Corporation - Publicly-Held
2008 - 2008
Recruited for this newly created position to help establish a newly created group’s functions with tax controllership and tax minimization strategies.

Directly responsible for coordinating with FD’s in Canada, and assisted with repatriation exercises during the beginnings of the 2008 financial crisis.

• Analyzed transactions for the group’s Form 8858 and international E&P analyses.
• Assisted in the Federal Income Tax audit process including research and preparation of responses to IDR’s
BlumShapiro
West Hartford, Connecticut, USA 06127
Senior Tax Consultant
Limited Liability Partnership (LLP)
2007 - 2008
Deloitte Tax
Hartford, Connecticut, USA 06103
Tax Consultant
Limited Liability Partnership (LLP)
2004 - 2007
ACE Hardware
Springfield, Massachusetts, USA 01103
Audit Staff
Corporation - Privately-Held
2001 - 2004
Internal auditor - cash management staff accountant
Amsterdam Billiards
New York, New York, USA 10029
Assistant Manager
Limited Liability Corporation (LLC)
1997 - 2000
Operations manager and full charge bookkeeper

Professional Certifications

CPA candidate
Active
2016

Associations and Societies

  • AICPA

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