Tax Consultant
This senior-level tax Tax consultant/CPA/MST has over 20 years of federal, state and international income tax compliance, provision and tax controversy experience. Industry experience includes manufacturing, distribution, insurance, retail, food & beverage, construction, financial services, consumer products and professional services. Has a proven track record of delivering quality work while minimizing tax liability. Systems experience includes OneSource and CorpTax.
Additional qualifications include:
- Prepared state income and franchise tax returns including separate company filings for AR, DE, MO, NJ, PA, TN, IA, IN, MD, LA and VA and unitary/combined filings for AK, CT, ME, MN, MT, ND, NE and NH using Corptax tax income tax software
- Set up entities and e-file groups in Corptax, cleared diagnostics and e-filed returns
- Calculated, reviewed and rolled over tax provisions including provision calculations related to mergers
- Prepared several federal Form 7004 corporate income tax extensions and numerous Forms 1120 including related international Forms 5471 and 5472 using OneSource Income Tax
- Researched numerous return issues including application of new state return mandates
- Prepared electronic filing of consolidated Form 1120 including consolidated Schedules K, M – 3 and N, Forms 1118 and 6765 and other forms, elections and exhibits for Interactive Data Corporation
- Prepared portions of consolidated Form 1120, consolidated Sec. 163j and intercompany interest income/expense and royalty income/expense analyses, liquidations, federal IDRs, tax research, private foundation returns, notices and tax provision-to-return adjustments for a large oil company
- Coordinated, prepared and extensively documented consolidated federal Research Credit for four major Interactive Data Corporation research-intensive technology company subsidiaries
Tax Consultant
This senior-level tax Tax consultant/CPA/MST has over 20 years of federal, state and international income tax compliance, provision and tax controversy experience. Industry experience includes manufacturing, distribution, insurance, retail, food & beverage, construction, financial services, consumer products and professional services. Has a proven track record of delivering quality work while minimizing tax liability. Systems experience includes OneSource and CorpTax.
Additional qualifications include:
- Prepared state income and franchise tax returns including separate company filings for AR, DE, MO, NJ, PA, TN, IA, IN, MD, LA and VA and unitary/combined filings for AK, CT, ME, MN, MT, ND, NE and NH using Corptax tax income tax software
- Set up entities and e-file groups in Corptax, cleared diagnostics and e-filed returns
- Calculated, reviewed and rolled over tax provisions including provision calculations related to mergers
- Prepared several federal Form 7004 corporate income tax extensions and numerous Forms 1120 including related international Forms 5471 and 5472 using OneSource Income Tax
- Researched numerous return issues including application of new state return mandates
- Prepared electronic filing of consolidated Form 1120 including consolidated Schedules K, M – 3 and N, Forms 1118 and 6765 and other forms, elections and exhibits for Interactive Data Corporation
- Prepared portions of consolidated Form 1120, consolidated Sec. 163j and intercompany interest income/expense and royalty income/expense analyses, liquidations, federal IDRs, tax research, private foundation returns, notices and tax provision-to-return adjustments for a large oil company
- Coordinated, prepared and extensively documented consolidated federal Research Credit for four major Interactive Data Corporation research-intensive technology company subsidiaries