Lead state tax function for a Fortune 500 healthcare diagnostics company. Lead all major federal and state credits and incentives initiatives.
• Tax Compliance: Manage tax compliance process for all state and local income tax returns (500+ returns); summarize all key data points; manage annual reports and business licenses with external consultants.
• Tax Accounting: Calculate/review all state-related tax accounts; maintain tax attributes and rollforwards, manage all state-related ASC 740 calculations and presentations.
• SALT Research: Various research projects; compiled and organized historic memos in tagged Sharepoint site.
• Apportionment: Created model to import/export data through Corptax using an Excel plugin; utilized Alteryx to compress datasets into a single multi-factor workbook; eliminated consulting fees; annual savings of ~60 hours.
• Estimated Payments: Revamped est. payment process to calculate all payments together; established a payments and refunds log; coordinated with Treasury to batch upload payments with Wells Fargo.
• Robotic Process Automation (RPA): Developed Powerautomate processes to extract data, process reports, and update various workbooks late at night for daily status updates and for repeatable compliance processes.
• Domestic Transfer Pricing: Calculated sales by entity to capture subsidiary sales recorded at the parent Co.; calculated interco management fees; utilized trapped NOLs; amended 150 state returns; ~$8 million refunds.
• M&

Directed federal, state, and international compliance for a $10 billion construction materials company.
• Tax Compliance: Managed income tax compliance process for all federal and state income tax returns (150+ income tax returns); coordinated Deloitte outsourcing engagement; calculated and/or reviewed ~300 M-3 adjustments.
• ASC 740 Provision Calcs: Calculated all material adjustments; depreciation, depletion, gain/loss, incentive comp.
• M&A: Represented Tax Department in M&A projects; managed data integration for $1.6 billion acquisition; navigated 160% increase in corporate entity footprint with no additional staff.
• 1031 Exchanges: Established system to track capital gains and replacement property for tax-free asset exchanges.
• Fixed Assets: Led all income tax processes and calculations for $13 billion asset ledger.
• Workflow Design: Mapped all core income tax processes for time vs. materiality; documented efficiency opportunities for internal resource management; presented project results at ACT Tax Technology national conference.
• Enacted the Golden Binder Clip Award to recognize extra effort of Tax Department personnel.
• Internship Ambassador: Facilitated Finance intern pipeline program with NC State University.
• Chairman's Award Winner: Board approved stock bonus for outstanding leadership, innovation, and dedication.

Led the North American income tax function for a multi-billion dollar French-owned U.S. Subsidiary. Oversaw ASC 740 provision, tax compliance, and audit defence.
• Software Solutions: Implemented Onesource tax provision and preparation software systems.
• Tax Provision: Calculated all book/tax differences, deferred balances, and ETR for U.S. tax provision; wrote Excel macro to format reports for easy upload to global consolidation system; updated tax footnote.
• R&D Tax Credit: Led the federal and state R&D tax credit calculation; ~$1.6 million credit.
• Missouri Letter Ruling: Converted apportionment from three-factor to single-factor due to a change in the business fact pattern; received approval on a binding letter ruling with Missouri (LR 7366); ~$2.5 million annual tax savings.
• Audit Defense: Successfully managed IRS exam; defended R&D credit position; managed multi-year state income tax audits for NC, CA, FL, IL, MO, and NJ; minimized federal and state liability.

Prepared federal and state tax returns, estimated payments, and extensions.
• Supported income tax provision process.
• R&E Tax Credit: Conducted engineering interviews; ~$28 million deduction.
• Nuclear Fuel Depreciation: Created custom Business Objects report; annual savings of 100+ hours.

Prepared and reviewed corporate tax provisions and tax returns.
• Key member of TaxStream (Onesource Provision) implementation team.
• Highest utilization rate in the Carolinas.