Professional ProfileExperienced specialized tax professional seeking a contract position in corporate tax accounting that will afford me an opportunity to contribute strong proven tax compliance, technical and analytical skills that will increase compliance efficiencies and strengthen professional relationships. QualificationsFederal and state tax regulationsMulti-state tax expertiseExcellent writing skillsAnalytical skillsIndependent workerTime management ExperiencePrincipal Tax Accountant,07 2014to11 2015Echostar Corporation Detroit,MI,Manage tax reporting, planning, compliance functions and report directly to top management on their statusImplement Manage federal tax provision process (ASC 740) for reporting on audited financial statement disclosuresManage tax compliance for all international, federal and state tax returns including estimated taxesSupervise EGT Triad sales tax, Canadian GST, and UK VAT tax complianceProvide information compile data for the preparation and or review of domestic and foreign income tax returnsPrepare technical memorandums and correspondence for files and internal clientsPrepare monthly tax accruals for foreign income withholding taxes, and property taxesDetermine quarterly estimates for federal and state income tax paymentsAdvise on tax exposures relating to domestic and foreign income tax, sales and use tax, and VAT taxesConsistently evaluate innovative ways to reduce taxes and the company s effective tax rateAnalyze the impact of potential law changes on the company s tax positionIndependent Consultant,11 2012to07 2014Cbiz, Inc. Fargo,ND,Provide consulting services to business clients pertaining to tax exposures federally and in multiple states for business formation and management and for financial reportingPrepare and review individual and business tax returns (Forms 1040, 1120, 1065)Provide tax preparation and planning services to individual and corporate clients, both federal and stateFor onsite client engagements, utilize client software for tax compliance and provision engagements (particularly for oil and gas service clients).Responsible for importing data, maintaining updates, troubleshooting software issues as they arise during the compliance season, work as liaison between software support team and the client to facilitate and train on any changes and upgrades to the software. Major Projects Quanta Services - Multistate Income Franchise Tax Compliance (2013)Prepare and review multistate tax returns (separate and combined consolidated ) - 700 state returns. The Allied Group - Nexus Analysis (2014)Analyze business activities performed in multiple states.Prepare an analysis report detailing state tax exposure based on the particular business activities on a state by state case basis, and how state tax laws and regulations specifically affects the company s filing obligations.Tax Manager,08 2011to10 2012Acadia Healthcare Lancaster,SC,Develop and manage corporate Income franchise compliance and consulting practiceTrain staff on Corptax and Onesource software for onsite client tax compliance engagementsInstrumental in business development and building existing client relationships for corporate income franchise tax servicesPlan and manage projects or engagementsHighly adept at meeting deadlines and budgets for large client engagementsPrepare and deliver income franchise consulting services, such as nexus analysis reports, memorandums, and tax planning strategies to new and existing clientsReview corporate tax returns and provide feedback and advice to preparers, and seniors, for best practice and time efficiencyManage, develop, train, and mentor staff on projects and assess performance for engagement and year-end reviewsInterview candidates for current positions to accommodate the need of additional staff for business growthDelegate projects to staff and oversee the progress of engagements as assignedInstruct coordinate CPE level training seminars to develop the technical skills of staff on state and local tax Participate in other special projectsMajor Projects The Plaza Group - Nexus Analysis and Multistate Tax Compliance Consulting (2011-2012)Analyze business activities performed in multiple states.Prepare an analysis report detailing state tax exposure based on the particular business activities on a state by state case basis, and how state tax laws and regulations specifically affects the company s filing obligationsImplement the voluntary disclosure agreement process for states that were discovered to require tax filing obligations based on the company s business activities to avoid audits and penalties - 13 statesManage state tax compliance engagement, resulting from tax exposures discovered from nexus analysis - 35 state returnsDetNorske Veritas (DNV) - Nexus Analysis and Multistate Tax Compliance Consulting (2012)Analyze business activities performed in multiple states.Prepare an analysis report detailing state tax exposure based on the particular business activities on a state by state case basis, and how state tax laws and regulations specifically affects the company s filing obligationsImplement the voluntary disclosure agreement process for states that were discovered to require tax filing obligations based on the company s business activities to avoid audits and penalties - 7 statesManage state tax compliance engagement, resulting from tax exposures discovered from nexus analysis - 78 state returnsLamons - Sales and Use Tax Consulting Service Engagement (2012)Analyze the business supply chain processes to determine sales tax responsibilitiesPerform an internal audit of sales transactions to determine if appropriate documents are maintained in case of state auditsPrepare technical memorandum to advise client on the issue of whether use tax collection is appropriate for certain sales transactionsGeneron GNS - Sales and Use Tax Exemption Technical Memorandum (2012)Prepare technical memorandum to advise client on the issue of whether exempt certificates should be obtained for certain sales transactions.Senior Corporate Tax Accountant,08 2009to02 2011Stewart Title Guaranty Company City,STATE,Assume Tax Manager role by managing tax reporting, planning, compliance functions and reporting directly to top management on their statusManage corporate income franchise tax compliance of parent and subsidiary companies and ensure all state and local tax compliance requirements are being met, which includes preparing reviewing separate, combined and consolidated state income franchise tax returns customizing compliance schedules and calendars to tailor to specific filing requirements of the company and working with field controllers managers to ensure tax compliance for consolidated returns are in good standingPerform analysis of current and prior year returns to account for tax positions taken, and expected to be taken in future filings, for federal and state tax compliance to recognize adjustments in accordance with ASC 740 standardsAnalyze the technical merits of tax positions taken previously, measure the tax effects of positions taken, then apply FIN 48 standards to measure the recognition threshold required to recognize tax benefits for financial reporting purposesProactive in ensuring tax filings are done in a timely manner to avoid unnecessary penalties and interests, which may result in permanent differences that are not beneficial to the companyAdvise management of corporate income franchise tax implications based on certain business decisionsPrepare quarterly annual state income tax expense and effective tax rate calculations, to comply with ASC 740 tax provisionsInteract with state department of revenue agencies to resolve various income sales and use tax situations, including audits and appealsResearch various tax issues to ensure the company remain in compliance with current tax law and any upcoming changesManage tax accounting staff (mainly consist of contract employees) by delegating work responsibilities, reviewing returns, and assisting with acclimating staff to internal operations processes and procedures.Tax Associate - State Local Tax Services,11 2007to07 2009KPMG LLP City,STATE,Train staff on Corptax software for newly obtained energy service company.Responsibilities include designated lead administrator for staff support and user setup installing software updates setting up legal entities in the software customizing groups to navigate data for specialized purposes and prepare and review tax returnsAssist with state income franchise and sales tax controversies which includes preparing clients for discussions with auditorsPrepare state income franchise tax returns for small and large corporations, partnerships, limited liability companies and S corporationsPartner with federal tax group on tax provisions for large client engagements to comply with ASC 740 and FIN 48, specifically relating to computation of effective income tax rate and deferred tax assets liabilities schedules.Review state income franchise tax returns and provide feedback and advice to preparers for best practice and time efficiencyAssist state and local tax professionals with tax planning, refund analysis, and nexus reviewDraft and research technical memoranda for various client tax situationsAssist with sales and use tax compliance and consulting, specifically including researching and drafting technical memoranda and complying with state registration and tax filing to meet voluntary disclosure agreementsMajor Projects Calpine Corporation - Multistate Income Franchise Tax Compliance (2008)Prepare and review multistate tax returns (separate and combined consolidated) - 350 state returns.Tax Consultant - Multistate Tax Services,06 2006to11 2007Deloitte Tax LLP City,STATE,Part of Corptax.net pilot test team to help provide user input on the functionality of the software engaged in several tax compliance engagements utilizing Corptax softwareEngage with firm s multi-state loan staffing co-sourcing initiative, which requires 70 travel to client sites for long term tax compliance and planning engagementsPrepare state income franchise tax returns for small and large corporations, partnerships, limited liability companies and S corporationsMaintain 97 average client interfacing which is accomplished by proven ability to produce desired resultsAssertiveness to build knowledge on current tax issues, along with proven efficiency at meeting tax compliance deadlines, afforded me the opportunity to work on two of the firm s largest client engagementsAdept at staying current on tax practices and changes in tax law by utilizing research tools and analyzing daily tax filters provided by company expertsExperience at facilitating tax technical training sessions to group, topics relating to enhancing tax knowledge baseExcellent communication and interaction skills which helps leverage my proven ability to network and build strong client relationshipsAssist federal lead tax service with reconciliations pertaining to M-1 adjustments for federal tax filingsMajor Projects Waste Management - Multistate Income Franchise Tax Compliance (2007)Prepare and review multistate tax returns (separate and combined consolidated) - 400 state returnsAvis Budget Group - Multistate Income Franchise Tax Compliance (2007)Prepare and review multistate tax returns (separate and combined consolidated) - 200 state returns.Cost Accountant Special Projects Analyst,03 2005to06 2006Keykert USA, Inc City,STATE,Assist Comptroller with calculation and discussion of inventory valuations pertaining to profit margin and turnover reportsAccount for manufacturing equipment to assist Comptroller in preparation of depreciation allocation report Conduct property tax analysis on fixed assets, which led to a decrease in total assessed value on property tax return based on disposal transfer of obsolete unused manufacturing equipment, resulting in a property tax liability reduction of 60 from previous yearPrepare reconcile cost variance calculations between budgeted and actual costs for month quarter end financial reporting of Tier 1 locking systems projectsReconcile budgeted profit margin reports to include contribution margin calculations that provide units of production needed to meet sales estimates for special projectsCalculate product costs estimates and analyze the production process of special projects pertaining to Tier 1 locking systems to aid in the assessment of manufacturing overhead rate and production labor hoursPerform freight cost analysis of foreign and domestic inbound outbound freight expenses, resulting in implementing alternative measures to help streamline supply chain and to save the company 40 on freight costsResponsible for analyzing company potential on receiving duty tax refund and implementing the filing process to U.S.Customs Duty Drawback, resulting in a duty tax refund potential of 300,000Discover opportunity to limit duty tax on material imports due to self-obtained knowledge of U.S.Customs Tariff Coding Schedules, resulting in the potential duty tax avoidance of 400,000 per year. EducationMBA Accounting,Expected inJune 2005toWalsh College of Accountancy and Business Administration-Troy,MichiganGPA AccountingBBA Finance,Expected inDecember 1995toGrand Valley State University-Allendale,MichiganGPA FinanceCertified Public Accountant, Texas State Board of Accountancy (License 101821) ,Expected into-,GPA SkillsAccounting software - SAP, Oracle Enterprise Management Performance System, Hyperion (HFM), Great Plains, Buildium, DynamicsTax compliance software - OneSource (aka fka InSource, Gosystems, RS Tax System software), Corptax, Tax Dimensions, FAS 500 Asset AccountingTax Research software - CCH(Intelli-connect online research software), Lexis Nexis, RIA CheckpointGeneral software -Microsoft Office 2013 (Word, Excel, PowerPoint, Outlook), Microsoft Windows 7 and 8 Operating Systems, GoFileRoom, Adobe Acrobat  SEP  Position Title Senior Accountant Organization Jewish Family Service of San Diego Department Family and Community Services Division Organization Jewish Family Service of San Diego Position Type Full-Time (37.5 hoursweek), Exempt Salary 82,000 - 88,000year Total Compensation In addition to standard pay, compensation for this position includes Comprehensive, low-cost healthcare coverage for employees Generous employer 401(k) contributions Employer-covered life insurance Time Away from Work Being able to take time away from work is critical in bringing your best self to work. Time off benefits for this position include Generous paid vacation time and sick leave 17 paid holidays, including Federal, Jewish, and floating holidays 2 Wellness Days to be taken any time during the year to support employees mental wellness Position Overview The Senior Accountant is an integral part of the financial planning function within the Finance Accounting Team. The position works closely with a range of departments and programs, including program directors and senior staff. The candidate must be a self-starter who is diligent, proactive, detail oriented, and is expected to contribute significantly to the Finance Accounting Team. Under the direction of the Senior DirectorController this position will support the Agency fiscal operations through transactional processing, financial analysis, annual budget development and monitoring, cost allocation, monthly forecasts, program and annual audit support, and the implementation of financial and compliance controls. The Senior Accountant will serves as a key resource for the organization and provides daily financial oversight to ensure that the financial records are complete, accurate, and comply with generally accepted accounting principles, policies, and regulations to facilitate solid decision support. Responsibilities Deliver monthly financial reporting, analytics and insight on performance metrics, benchmarking progress against targets, initiatives, and strategies Conduct analytical reviews for departmental and programmatic activities to support complex financial and budgetary forecasting evaluates alternatives and makes recommendations Develop an understanding of organization wide departments and programs funding streams andor cost structure Assist with analysis used for decision-making and recommendations to management and programs Analyze financial operational results to understand and report underlying causes for performance and variance Assist with the agency budgeting and forecasts scenario planning based on changing assumptions in revenue, personnel, and other direct project costs Perform budget to actual variance analysis to identify causes, adjustments needed, trends, personnel reclassifications, potential budget shortfalls or cost overruns, and opportunities for cost savings Assist with weekly cashflow management reports and projections Prepare monthly, quarterly, annual and ad-hoc financial statements with actual and projected financial positions Ensure the integrity of key processes by understanding systems, flow of transactions, internal controls, and recommending efficiency and effectiveness improvements Work with the Finance Accounting team to identify areas or opportunities for improvement Support organizational and management practices as applied to the analysis, evaluation, development, and implementation of programs, policies, and procedures Perform variance analyses and account reconciliations as needed Assist with month end closing, year-end closing and reconciliations and preparation for the external audit and prepare necessary audit schedules as needed Ad Hoc requests and one-off projects and other duties as assigned SkillsExperienceAbilities That Are a Must-Have Bachelor s degree in Accounting or Finance is required Minimum 8 years accounting experience with progressive and relevant and analytical budgeting, analysis, and reporting experience Minimum 5 years in the nonprofit industry Knowledge and understanding of cost methodologies, budgeting concepts, practices, and procedures, and accounting competencies, including an understanding of revenue recognition Understanding of GAAP compliance and Uniform Guidance and OMB Circulars Excellent written and verbal communication and interpersonal skills Strong analytical, organizational and time management skills Work well in a team approach environment Demonstrably strong judgement and decision-making skills Ability to multi-task and prioritize workflow Advanced in Excel and proficient Word and Outlook SkillsAbilities wed like you to Have Desire to work in a fun, friendly, collaborative, and professional environment Passion for working in a non-profit, human services organization dedicated to helping individuals in need Experience with Financial Edge not required but preferred Important Notice Incomplete submissions will not be considered. Please, no phone calls. Please, principals only. Please, local candidates only (relocation is not provided). About Jewish Family Service of San DiegoJewish Family Service of San Diego is a client-centered, impact-driven organization working to build a stronger, more resilient community. For over 100 years, Jewish Family Service has been a trusted resource for the entire community, offering an array of services that are always life-changing, and often life-saving. At Jewish Family Service, we believe our employees are the backbone of our Agency. We strive to ensure that each employee is treated with dignity and respect. Our goal is your success. Come work at JFS and be our partner in Moving Forward Together. To learn more about JFS, please visit jfssd.org. Jewish Family Service is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.