Philadelphia, Pennsylvania, United States
💼 Tax Leader | Strategic Analyst | Cross-Functional Collaborator As a seasoned tax professional with extensive experience in tax provision calculations and compliance, I lead dynamic teams at Chubb in delivering high-quality financial insights and analyses that drive strategic decision-making. My expertise encompasses both federal and international tax regulations as well as the impact of global tax reform, including BEAT, GILTI, CAMT, and the OECD Pillar II initiatives. 🔹 What I Do: • Lead the preparation of consolidated quarterly and annual tax provision calculations, ensuring accurate journal entries and compliance with SEC disclosures. • Spearhead tax forecasting and analysis, evaluating potential impacts of tax law changes on the organization. • Develop comprehensive quarterly decks for dissemination to Chubb’s upper management, facilitating informed decision-making at the highest levels. • Collaborate with cross-functional teams as well as reconcile cumulative deferred inventory for year-end audits with PwC, ensuring a smooth and timely audit process. • Drive standardization efforts within the tax department by creating various tools and leading educational sessions on vital tax compliance topics. 🔹 Key Contributions: • Conduct thorough reviews of complex federal insurance and non-insurance tax returns and consolidated provision-to-file adjustments, enhancing accuracy and compliance. • Represent Chubb's tax department at national P&C study group conferences, sharing insights and fostering collaboration with industry peers. • Engage in analysis and strategic thinking around significant tax legislation, such as the OECD Pillar II initiatives, Bermuda Corporate Income Tax and the 2017 TCJA, to assess their implications on our operations. My commitment to excellence and innovation in tax strategy allows me to navigate the complexities of tax compliance while contributing to Chubb's overall business objectives. Let’s connect and explore opportunities to share insights and drive impactful financial strategies together!
Scanned and sorted client's tax documents into company's internal system and submitted all relevant data for final tax preparation Audited and cross-referenced inventory lists of various clients Reviewed various clients' balance sheets and income statements Filed final tax preparations for clients