Expert-level, motivated and goal-driven Financial Management Expert. Seeking to call on vast background in handling functions specific to tax management, consulting and partnering with client business teams to construct win-wins scenarios for both employer and client. Overcome adverse scenarios in competitive markets in order to garner high-yielding revenue streams. Thrive under pressure to achieve success, both individually and as a contributory team member. In pursuit of an opportunity with a business or corporate taxation focus and including both local and state tax duties.

Financial Reporting | Consulting | Payroll | Tax Functions | Senior Reviews | Analysis | Billing

Communication | Problem Solving | Business Development | Leadership | Strategic Planning

Process Improvement | Audits | Time Management & Multitasking | Organization | Critical Thinking

Compliance | Special Projects | Customer Service Delivery | Technical Acumen | MS Office

         Supervise fiscal functions including deposits, Accounts Payable/Receivable, reporting, payroll, tax payments and planning, along with local, state and federal property tax compliance measures

         Foster positive, clear communications with the IRS and state tax authorities to resolve issues

         Assess patient visits, along with revenues and margins per patient

         Develop and evaluate hypothetical scenarios for planning and forecasting purposes

         Consult with management to facilitate business planning and review, as well as execute processes to develop and implement Human Resources (HR) procedures

         Developed and launched a series of financial systems and processes for client companies

         Handled forecasting, financial and tax planning, along with holistic business planning duties

         Evaluated IRS and state tax notices to notices; responded with letters or by phone to resolve matters and secure penalty waivers

         Also completed state tax and TWC payroll audits, along with reporting for federal compliance/tax, local and state tax, as well as sales property tax

         Crafted account charts and General Ledger (G/L); created journal entries by reviewing what source documents are suitable for use

         Posted transactions to the G/L, developed financial statements including compilation reports and evaluated statements to discuss with client management teams

         Offered payroll services including paychecks, quarterly and annual tax reporting, 1099 reporting, as well as aid with HR matters including industry standards research as needed

         Engaged in consulting work with clients that had multi-state business; researched service offerings and determined taxability

         Directed the review and correction of staff-prepared income tax returns; prepared returns using Lacerte and CS-Ultra Tax software

         Carefully researched tax and accounting issues; identified applicable taxes, e.g. income, franchise, sales

         Liaised with clients to reply to IRS notices, including authoring letters to the IRS used to resolve issues and waive penalties

         Completed annual reports and business license operations as needed

         Analyzed and processed tax payments; filed sales and property tax returns for all HP companies

         Hired members of and established the Hub Team, including founding procedures to drive group cohesion

         Collaborated with the COE to swiftly prepare and post returns, thus ensuring accurate, timely processing, payment and filing

         Cooperated with Customer Account teams and directly with clients to discuss contract service offerings, taxability, billing system issues, overpayments and short-pays

         Worked with Credit & Collections on state government offsets; touched base with each state to determine concerns and liaise with the proper tax teams to rectify each issue and secure service payment

         Delivered support to deal teams; skillfully negotiated client contracts and supporting RFPs

         Completed continued monitoring for customer contracts and billing; held periodic client meetings to review

         Spearheaded a significant federal project supporting an IRS audit of R&E tax credit for multiple cycles

o    Led a thorough review of projects claimed to build selection criteria used to influence and obtain IRS approval of project lists slated to be in the audit sample

o    Traveled to meet with System Engineers during each sample project; discussed technical qualms and experimentation processes

o    Also facilitated technical write-ups for each project upon completion

         Organized and delivered support for numerous MI state audit cycles

o    Included monthly travel to Lansing to meet with Auditors and support sample reviews from HP s perspective

o    Worked with an external consulting firm to arrange meetings with technical delivery teams

o    Identified qualifying projects and purchases for special tax exemptions

o    Tenaciously defended claims being directed by MI audit teams

         Called on strong attention to detail to research and document state tax laws for temporary assignments staff within various states

         Led local, state and special federal tax projects; researched tax issues using CCH and RIA services, jurisdiction statutes and internet sources, often consulting with client representatives on taxability matters

         Managed 5K annual hours worth of R&E Tax Credits; also led R&E presentations for Engineering and Financial Management teams

         Reported on fixed assets, software and intangibles; touched on depreciation, amortization, gain/loss for regular tax and AMT with an emphasis on acquisitions, due diligence and valuation/set-up of acquisition assets

         Reported on Section 338 and protective carryover elections, short-year compliance and acquisition issues to management; also prepared multiple parts of federal tax returns

Corporate Tax Specialist, Elk Corporation, 1989-1990

Tax Accountant, Arthur Andersen & Co., 1987-1989

Plant Controller, Union Camp Corp., 1983-1987

Internal Auditor, Western Union Telegraph Co., 1982-1983

Master of Business Administration, Financial Management, Tax & Real Estate, University of North Xxxxxx

Bachelor of Business Administration, Marketing, Management & Spanish, University of Xxxxxx at Austin

Bachelor of Business Administration, Accounting, University of Xxxxxx at Austin

Certification, Certified Public Accountant (CPA)

Member, Xxxxxx Society of Certified Public Accountants

Also a member of various civic boards