NextEra Energy Resources

November 2018 – Current

Tax Project Manager – Special Projects and Strategic Initiatives

  • Lead specialized value-add projects by training staff, implementing process improvements, and keeping executive management apprised of project status.

Newell Brands

June 2017 – October 2018 (Office Closure)

Sr. Tax Accountant

  • Coordinate state and local tax compliance in conjunction with a Sr. Tax Manager. Tasks included creating process guides and providing feedback related to improving tax compliance processes for state and local income/franchise taxes. Also took over duties of the Sr. Tax Manager after their resignation and was offered a promotion to Tax Manager position requiring relocation as an alternative to office closure.
  • Coordinated the preparation of state and local tax filings for over 190 entities with over 450 filings in US state and local jurisdictions. Supervised and trained staff assisting with tax compliance. Responsible for review of staff prepared workpapers, tax returns, and providing guidance on any adjustments or additional research needed to complete tasks at hand. State filings included multiple unitary groupings, complex state modifications which included intercompany activities of both domestic and foreign affiliates. Examples of modifications relating to intercompany activity included intercompany interest, royalties, management fees, and foreign inclusions between both domestic and foreign affiliates.
  • Saved the company over $250,000 in tax related penalties via penalty abatement requests prepared through statutory research for reasonable cause combined with effective use and explanation of the specific facts and circumstances that qualified as reasonable cause. Provided staff with an effective template for writing requests and reviewed the prepared requests to ensure accuracy per the facts and state statutory references.
  • Create guides and provide feed back related to process improvements and setting up tax compliance processes related to state and local income taxation.
  • Reconcile cash-tax balance accounts on a monthly basis, estimate state income tax payments on a quarterly basis, and forecast cash taxes based on provision estimate models adjusted for any recent activity not previously considered in the initial estimate model.

Dycom Industries

May 2016 – June 2017

Sr. Tax Analyst

  • Prepare, review, and rollover consolidated and pro-forma federal and state income tax returns and related workpapers including M-1 adjustments, state and city apportionment schedules, and nexus analysis to determine filing requirements.
  • Assist in the preparation and review of tax provision work papers, related memorandums, and SOX control. Analyze uncertain tax positions (ASC740-10) for current period and prior periods. Update related work paper to calculate interest, and add or remove positions as necessary.
  • Conduct research for federal, state, and local direct and indirect taxes (income tax, sales tax, property etc).
  • Review tax notices and prepare correspondence for federal, state, and local tax authorities to resolve matter including following up with state authorities to ensure resolution.
  • Review information document request from tax auditors and prepare IDR responses related to tax audits along with conducting any necessary analysis as well as reconciliation to be provided to tax authorities.
  • Provide management and executive officers with approaches to create efficiencies in preparation of necessary work papers through use of appropriate excel formulas and creation of more automated work papers after gaining a thorough understanding of the process and work papers.

Marcum LLP

Jan 2014 – May 2016

Tax Senior

  • Work in the state and local tax division. Duties included assisting with tax research, State Voluntary Disclosure Agreements, State and local tax audits, sales tax preparation, nexus research, federal tax research, and tax credits.

Florida Department of Revenue

Nov 2011 – April 2013

Tax Auditor

  • Worked in both independent and team environments to conduct Sales and Use Tax compliance audits as well as Communication Services Tax audits for Florida Department of Revenue. Audits were primarily of middle to large size businesses for a variety of industries. Some of the industries audited included Construction, Chemical, Manufacturing, Hospitality, Medical, and Retail.
  • Gained audit skills in electronic auditing, Stratified Statistical Sampling, and detailed audits for Sales and Use Tax and Communication Services Tax.
  • Scheduled and managed an inventory of audit cases to make the most efficient use of budgeted hours.
  • Researched and applied Florida laws and regulations to audits. Also advised external customers based on audit findings to bring them into compliance with F.A.C and Florida Statutes.
  • Planned and executed audits through all phases including: Pre-audit research, conducting initial interview to establish contact and background, considering the records and potential sampling techniques, creating an industry specific audit plan, applying analytical as well as substantive testing, analyzing and writing up audit results in a Standard Audit Report, and communicating the results to both internal and external customers through appropriate exit interview, work papers, and legal notices.