Functional Skills
Business Analysis
Business Operations
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Tax Advisory
Tax Preparation
Strategic Planning
Forecasting / Projections
M&A Support
Financial Due Diligence
Software Skills
Microsoft Excel
Netsuite
SAP
Bloomberg
Zapier
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Energy
Financial Services
Industrials
Technology
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
Intapp, Inc.
Finance
SENIOR TAX MANAGER
10/2024 - Present
• Manages tax calendar and ensures timely filing of income tax, franchise tax, VAT, and sales tax compliance
• Leads the preparation of the quarterly and annual income tax provision including calculation of deferred tax liabilities, valuation allowance, effective tax rate for federal, state and international jurisdictions
• Reviews the calculation and coordinates the preparation and filing of all federal, state, and local income tax returns for the Company's consolidated corporate structure
• Manages the coordination and communication with third party service providers for quarterly VAT and annual income tax filings in multiple foreign jurisdictions (UK, Ireland, Portugal, Germany, Netherlands, Singapore, Australia)
• Reviews the monthly transfer pricing calculations and assists with annual transfer pricing study performed by third party service provider
• Maintains monthly reconciliations for income tax and VAT related tax accounts
• Leads the preparation of the quarterly and annual income tax provision including calculation of deferred tax liabilities, valuation allowance, effective tax rate for federal, state and international jurisdictions
• Reviews the calculation and coordinates the preparation and filing of all federal, state, and local income tax returns for the Company's consolidated corporate structure
• Manages the coordination and communication with third party service providers for quarterly VAT and annual income tax filings in multiple foreign jurisdictions (UK, Ireland, Portugal, Germany, Netherlands, Singapore, Australia)
• Reviews the monthly transfer pricing calculations and assists with annual transfer pricing study performed by third party service provider
• Maintains monthly reconciliations for income tax and VAT related tax accounts
Beacon Trust Company
Accounting
INTERNATIONAL TAX DIRECTOR
3/2023 - 10/2024
• Reviews hundreds of international tax forms prepared by outside service provider. Form review includes: 5471, 8865, 8858, 926, 8621, 8992
• Reviews Subpart F, GILTI, and foreign tax credit calculations for over 30 CFCs prepared by outside service provider
• Maintains and tracks PTEP for over 30 shareholders and tax basis in flow-through entities
• Reviews Subpart F, GILTI, and foreign tax credit calculations for over 30 CFCs prepared by outside service provider
• Maintains and tracks PTEP for over 30 shareholders and tax basis in flow-through entities
Hudson's Bay Company
Accounting
SENIOR TAX MANAGER
1/2021 - 3/2023
• Reviews ASC 740 quarterly and annual tax provision and footnote disclosure
• Manages tax provision process and implements improvements including excel-add in workpapers to improve efficiency
• Calculates quarterly FAS 5 and UTP reserves and maintains documentation
• Develops and maintains documentation for internal control over financial reporting related to income tax
• Identifies withholding tax/treaty issues including tracking of withholding taxes on cross border transactions
• Prepare multiple tax provisions for carve out financials
• Maintain tracking schedules for earnings and profits to report distributions on Forms 5452 and 1042
• Manages outside service providers and oversees preparation over 100 federal and state tax returns
• Manages tax provision process and implements improvements including excel-add in workpapers to improve efficiency
• Calculates quarterly FAS 5 and UTP reserves and maintains documentation
• Develops and maintains documentation for internal control over financial reporting related to income tax
• Identifies withholding tax/treaty issues including tracking of withholding taxes on cross border transactions
• Prepare multiple tax provisions for carve out financials
• Maintain tracking schedules for earnings and profits to report distributions on Forms 5452 and 1042
• Manages outside service providers and oversees preparation over 100 federal and state tax returns
Ernst & Young (EY)
Accounting
TAX MANAGER
7/2019 - 12/2020
• Reviews quarterly ASC 740 tax provisions in conjunction with audited financials for publicly traded corporations
• Reviews complex federal and state tax returns for large multi-state corporations and real estate partnerships
• Analyzes and shares thought leadership on technical topics including Sec 163(j) regulations and NOL carryback opportunities
• Supervises tax staff, maintains budget to actuals, project timelines, and billing as engagement manager on multiple client engagements
• Reviews complex federal and state tax returns for large multi-state corporations and real estate partnerships
• Analyzes and shares thought leadership on technical topics including Sec 163(j) regulations and NOL carryback opportunities
• Supervises tax staff, maintains budget to actuals, project timelines, and billing as engagement manager on multiple client engagements
RSM US LLP
Accounting
TAX MANAGER
5/2018 - 6/2019
• Reviewed and maintained timely delivery of client work including
● corporation,
● corporation, and partnership returns
• Managed client relationships including being point of contact for consultants and audit team
• Prepared tax provisions in conjunction with audited financials for private companies
• Instructed and facilitated national RSM Oil & Gas training to staff-level employees
• Assisted with consulting opportunities and communicating with valuation consulting team and international tax restructuring
• Served as career advisor to staff members by helping achieve goals, balance client work and plan schedules
● corporation,
● corporation, and partnership returns
• Managed client relationships including being point of contact for consultants and audit team
• Prepared tax provisions in conjunction with audited financials for private companies
• Instructed and facilitated national RSM Oil & Gas training to staff-level employees
• Assisted with consulting opportunities and communicating with valuation consulting team and international tax restructuring
• Served as career advisor to staff members by helping achieve goals, balance client work and plan schedules
Chesapeake Energy
Accounting
SENIOR TAX ACCOUNTANT
11/2013 - 4/2018
• Prepared Federal and state income and franchise tax returns for corporations and partnerships
• Integral member of team that prepared quarterly ASC 740 provision for publicly traded corporation
• Researched complex tax technical topics regarding partnership and corporation transactions to improve organizational efficiency, decrease the number of state filings, and reduce state tax liabilities
• Built and maintained AMT net operating loss models for compliance and strategic planning purposes with taxation authorities
• Calculated and maintained IRC Sec 704 capital accounts and special allocations for multiple oil and gas tax partnerships
• Integral member of team that prepared quarterly ASC 740 provision for publicly traded corporation
• Researched complex tax technical topics regarding partnership and corporation transactions to improve organizational efficiency, decrease the number of state filings, and reduce state tax liabilities
• Built and maintained AMT net operating loss models for compliance and strategic planning purposes with taxation authorities
• Calculated and maintained IRC Sec 704 capital accounts and special allocations for multiple oil and gas tax partnerships
KPMG
Accounting
SENIOR TAX ACCOUNTANT
11/2010 - 11/2013
• Prepared and reviewed Federal, state, and local income and franchise tax returns and quarterly estimates for consolidated
● corporation,
● corporation, and partnership clients
• Prepared yearly tax provision in assist with audit for a foreign-owned parent company
• Calculated Sec 754 step-up/step-down basis adjustments, special allocations, and cash to accrual tax returns for family-owned consolidated
● corporation and tiered partnership structure
● corporation,
● corporation, and partnership clients
• Prepared yearly tax provision in assist with audit for a foreign-owned parent company
• Calculated Sec 754 step-up/step-down basis adjustments, special allocations, and cash to accrual tax returns for family-owned consolidated
● corporation and tiered partnership structure