| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidate Candidate's Name MST PHONE NUMBER AVAILABLE EMAIL AVAILABLE Street Address Washington Blvd Apt 2811 Jersey City NJ Street Address
QUALIFICATIONS AND ACHIEVEMENTS: - In-depth knowledge of US GAAP/SEC reporting, IFRS, FASStreet Address , and FIN48 rules; good understanding of Canadian GST, HST, PST and ITC calculations - Coordinated with outsource consultants at Barclays Services Company to develop an M&E project to generate cost savings of 30% expenses per annum. Corrected the beginning balance of Barclays' Capital Commodity federal tax returns, saving $2 million - Identified incorrect self-assessment calculations for BNP Paribas NYS sale tax; filed form AU-11 to request a tax refund of approx. $500K - Managed multiple projects simultaneously and lead tax team with members from various offices around the globePROFESSIONAL EXPERIENCEBNP Paribas RCC Inc. August 2015 - PresentVice President -Tax Planning & Audit Jersey City NJ - Collaborated with regulatory reporting and tax operations team to develop and implement audit strategies, prepared supporting memoranda, responses, audit protests, and related documentation supporting financial statement and tax return positions - Gathered documentation of the annual entity reorganizations, acquisitions and liquidations. Consolidated and analyzed Head Office Expense Unit Indirect costs computation - Conducted in-depth research and analysis of tax issues related to transactions, operations, transfer pricing, partner tax reporting, tax accounting and other areas with domestic and global tax consequences to the company - Assisted director in all stages of key state & local income tax audits, including preparing responses to information requests, modelling settlement proposals, reconciling payments and involved in various aspects of audit group's risk assessment, scope determination, and reporting test work - Effectively negotiate and consider settlement opportunities as well as determine appropriate tax reserves for potential exposureZhou Business Tax Consultant February 2013 - August 2015Lead of International and US Tax Team Vancouver BCMajor Projects - Grant Thornton LLP & TD Canada Trust - Managed monthly and quarterly tax closing and reporting processes including the FIN 18 tax rate and provision calculations and effective tax rate analysis - Maintained quarterly SOX 404 internal control procedures for tax accounting and ensured all processes are properly documented and tested. Coordinated with internal and external auditors for control testing - Assisted with partners to identify potential business opportunity for transfer pricing and provided advice on developing and implementing policies, procedures, and documenting intercompany transactions - Recorded and reconciled intercompany activity, including intercompany payables, receivables, investments, and lease or other similar payments - Prepared and reviewed Corporation Tax Form 1120, 1120-F, 5472 and state tax returns. Experienced withholding tax 1042, 8804, 8805 and partnership1065, 5471. Knowledge with cross boarder tax and oversee reporting engagements under FATCA. Experienced with T-1 Canadian returns including FTC calculation. - Maintained GST, HST, PST and ITC tax pool calculations to support business analyst and system programmers in the design and implementation of information systems that will assist with TD Divisions commodity tax compliance effortsDeloitte & Touche LLP December 2011 - January 2013International Tax Services - US Tax Manager Vancouver BC - Executed on analysis in preparation of tax provision for the quarterly and annual interim reporting periods. Included calculating an annual forecasted effective tax rate, reconciled current and deferred tax accounts; documented FIN48 positions; assisted in the preparation of the quarterly tax rates; documented quarterly tax provision processes to satisfy SOX404 requirements, assisted with return to provision differences, and prepared quarterly and year-end tax provision entries and GAAP reporting requirements for SEC disclosures - Prepared and reviewed federal consolidated tax returns and state income tax returns - Calculated book to tax differences (M-1/3) such as bad debt, deferred income, prepaid expenses, accrued expenses, accrued payroll, Sec 263A, & tax-book depreciation adjustments - Helped to minimize tax risk and audited internal controls for accuracy; established internal tax memorandums; and monitored changes in tax law and analysis for possible impacts on the company's tax exposure. Determined tax policy and advised the Division of Taxation regarding compliance issues with established and new policy guidelines and procedures. Assisted with M&A activity and provided tax due diligence and assessment services - Provided tax consulting and research on U.S. issues: Bonus Depreciation, Sec 179, Sec 41 (Credits), Sec 163 (Interest Stripping), Sec 199 (Domestic Production Deduction), Sales Tax Nexus.Barclays Capital Inc. & Lehman Brothers Inc. December 2007 - February 2011Global Financial Reporting - Senior Tax Accountant NYC, NY - Assisted with calculating non-US legal entities the effective tax rate ("ETR") impacts including effect of foreign tax credits (FTCs), NOLs, general business credits (GBCs), valuation allowance, and overall deferred income tax position - Responsible for supporting the Senior Tax Manager of Provision & Reporting with analysis and documentation related to tax accounting issues in accordance with IAS 12, including domestic and international tax provisions, tax account analysis, quarterly and annual financial statement reporting and disclosures for Group Reporting as well as US statutory reporting - Prepared and recorded all required federal and state income tax adjustment pursuant to ASC 740 reporting and SEC disclosure (tax footnotes), ensured communication of effective tax rate impacts and significant book / tax adjustments to tax manager. Reviewed of the quarterly income tax provision and accompanying footnote disclosures, review of financial forecasts to ensure that forecasted ETR impacts are captured as anticipated - Maintained the accumulated E&P and creditable tax pool summary of Lehman's non-US operations to support financial statement positions and assist with foreign tax credit capacity planning and international restructuring - Worked closely with foreign subsidiaries with transfer pricing/intercompany transactions issues; developed and implemented foreign transfer pricing policy and planning strategies - Assisted with the reconciliation from tax return as filed to tax provisions (RTP); provide management reporting analysis to senior management on key tax issues - Specialized for Canadian Commodity tax provision; reviewed Canadian Commodity tax GST calculations; assisted file Federal and Provincial tax returns (NR4, T106, and T2 form)Union Bank of Switzerland Financial Services Inc. (UBS Financial ServicesInc.) April 2006- December 2007Corporate Finance -Tax Associate NYC, NY - Prepared quarterly and annual IFRS/FAS 109 employee compensation stocks and options calculations for 20 UBS wealth management entities. - Prepared consolidated federal income and multi-state tax returns including state and local income/franchise tax returns for subsidiaries and various combined/consolidated state tax filings - Assisted in the preparation in the tax provision (FAS109) and tax planning process for our domestic and international corporations - Performed account analyses related to tax accounting, tax forecasting, and tax minimization strategies - Reviewed workpaper documentation and calculations in support of significant tax items or book-to-tax adjustmentsCOMPUTER SKILLSTax & Accounting Software: Gosystem, PeopleSoft, OneSource, TaxWise,Vertax,TaxStream, RIA Checkpoint, CCH Prosystem, Oracle System, SAP, EssbaseVista, M.Y.O.B. Accounting for Macintosh, AP Voucher payroll systemDatabase Management: Access, UNIX, and VBA.Office: Excel, Word, PowerPoint, Micro PublisherEDUCATIONSeton Hall University South Orange, NJ. Master of Science in Taxation (President Scholarship and GraduateAssistantship) December2001 - December 2003. Bachelor of Science in Business Management Information Systems (PresidentScholarship) December 1999 - December2001 |
