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Work Background
CurinosGlobal Tax Manager (100% Remote)
Mar. 2023New York, New York, United States(Subsidiary of Informa PLC)
$141M in Annual Revenue, $425M in Assets, nine legal entities
Fluke CorporationGlobal Tax Manager
Jan. 2018 - Mar. 2023Seattle, Washington• Daily management of the Direct and Indirect tax functions of a $2.5B public subsidiary with over 100 legal entities, including compliance with tax reporting for Federal, State/Local, and International purposes. • Leading compliance with Tax Reporting packages and the annual global Income Tax Provision. Supervising and leading two direct reports in monthly/quarterly compliance and GL Account Reconciliations. • Oversight of US Indirect Tax (Sales & Use, Washington Combined Excise, Real & Personal Property Tax). • Manage monthly/quarterly Canadian GST/HST Compliance. • Legal entity cash payment forecasting, calculating transfer pricing reporting/adjustments, reconciling tax-related accounts, creating enhanced internal Standard Work documents for future training and team development. • Managing the process of properly providing and procuring valid IRS Form W-8s. • Accomplish daily workload through multiple Kanbans to ensure efficiency, organization, and results.
• Leading and managing multiple cross-functional Kaizen events to continuously improve the Tax area.
• Coordinate IDRs and related support for government tax audits.
NSF InternationalTax Manager
Jan. 2013 - Jan. 2017Ann Arbor, MITax compliance and management for a $400M parent company, encompassing a private not-for-profit parent company, a foreign non-profit subsidiary, and over eighty private subsidiaries for-profit for both domestic and foreign subsidiaries. Manage 2 direct reports and was responsible for creating a tax department complete with multi-year tax calendars, state apportionment schedules, and a reliable tax filing system. Converting trail balances from multiple ledgers and currencies in order to accurately report for GAAP and Tax. Strong knowledge base preparing, calculating, and coordinating the annual Tax Provision (per ASC 740) and Federal Tax Returns (IRS Forms 990, 990-T, Consolidated 1120, and 5471/8858s for CFCs), including over sixty state income tax returns.
Prepared (and later reviewed) Canadian Corporate Income Tax returns (both resident and nonresident), including electronic filings of Federal and Quebec GST/HST returns. Managing the process of properly providing and procuring valid IRS Form W-9s and W-8s. Collecting, analyzing, and apportioning property/payroll/sales for twelve companies for U.S. State Income Tax Apportionment (nexus in 45 of 50 states for income tax purposes).
Filing Foreign Bank Account Returns (FinCEN Form 114) for over 100 accounts. Supervising of a large variety of tax types such as income, income withholding, Foreign Tax Credit, tax-exempt organizations, sales and use, property (real and personal), Washington State and City B&O, Ohio Commercial Activity Tax (CAT), Canadian GST/PST and Corporate Income, and business licenses.
• Mentor two direct reports (one Sr Tax Accountant, one Tax Accountant) in tax compliance, research, continuing education, and communications.
• Coordination of communications and support for government audits.
Masco CabinetryCompliance Analyst / General Ledger Accountant
Jan. 2010 - Jan. 2013Ann Arbor, MIGeneral Accounting and Internals Controls Specialist for a $1.1B subsidiary of Masco Corporation. Frequently attend meetings with process owners to gain an accurate understanding of the control, and update narratives. Provide timely completion of control tests on multiple systems and accruals, which were primarily related to the Procurement-To-Pay (PtP) control environment.
A key participant in the month-end and year-end close processes. Monitor progress metrics throughout our year-end filing period and reporting results to senior leadership. Participate in Six Sigma, Kaizen, and other special process improvement projects as assigned. Collaborative contribution to positive change in internal controls.
• Direct role in converting J.D. Edwards journal entries to the Oracle system, for purposes of a systems integration.
• Significantly increased efficiency and decreased SOX risk by closely monitoring controls over key accounts.
• Key contributor to the Self-testing Internal Audit Program; performed four tests in 2013 and ten tests overall.
• Successfully reconcile one dozen balance sheet accounts, several with multiple sub-accounts; assigned accounts include Property Tax, Sales & Use Tax, Cash Discount Reserves, and Customer Rebate Reserves.
Masco CorporationTax Accountant - State & Local
Jan. 2005 - Jan. 2010Livonia, MichiganPrepare and review of State Income Tax Apportionment and Tax Returns for Fortune 500 corporation. Managing state and local income tax for ten C-Corporations (three C-Corp’s with additional SMLLCs). Record Maintenance of approximately fifteen Masco entities. Certifying that companies tax calendar complied with all state filing due dates for assigned companies. Calculating timely tax payments and depreciation estimates for quarterlies and extensions. Reviewing tax apportionment based on Federal 1120 and Year-End information for fixed assets, inventory, miscellaneous income, and currency translation gains. Responding to state tax notices/bills, and assist in responding to state audits. Prepare state income/franchise returns for C-Corporations, LLCs, and “Check-the-Box” Partnerships. Research of relevant income tax issues impacting our company’s tax liabilities and accruals.
• Created detailed Credit & Incentives procedures for which to train interns and management.
• Reduced California tax liabilities by approximately $1-2 million each year; defended the source data
behind those numbers while supporting tax credits to the auditor to provide transparency and
compliance with the data provided.
• Significantly increased efficiency and decreased tax exposure in preparing state and federal returns.
AmeriSpec Inspection ServicesOffice Manager
Jan. 1999 - Jan. 2004Plymouth, MichiganSupervising, mentoring, training, and coaching a team of 3 remote working direct reports. Committed to providing superior customer service support & development for office staff members for a local home inspection firm. Led efforts in employee development, process improvement, regional marketing, and customer service. Create presentations and other management-level reports.
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