Atlanta, Georgia, United States
As a Senior Tax Analyst at Cox Enterprises with over seven years of experience in tax accounting and compliance, my work focuses on managing quarterly and annual tax provisions in compliance with ASC 740. This includes reviewing taxable income forecasts, deferred tax calculations, valuation allowances, and uncertain tax positions while preparing account reconciliations and footnote disclosures. Leveraging expertise in tax compliance, including tax returns and book-to-tax differences, I collaborate with finance and business units to address tax-related concerns and support domestic tax planning. Proficient in tools like OneStream, Oracle E-Business Suite, Blackline, Corptax, and OneSource, I contribute to efficient tax operations and ensure smooth interactions with external auditors on tax matters.
Lead the preparation of quarterly and annual tax provisions in accordance with ASC 740. Review and analyze tax provision components, including current taxable income forecasts, deferred tax calculations, valuation allowance assessments, uncertain tax positions, account reconciliations, and related footnote disclosures. Assist in the income tax compliance process by preparing and reviewing tax returns and book-tax differences. Manage relationships with external auditors on tax-related matters, including provision reviews and audit support. Collaborate cross-functionally with finance and business unit teams to identify and address tax issues. Support domestic tax planning initiatives. Forecast taxable income and analyze variances to support business planning and decision making, including company’s 3 year plan. Analyze the tax impact of business transactions and record necessary purchase accounting tax entries.
Supervise and provide training and walkthroughs to Interns, Associates, and offshore team. Implement new software and strategies to increase efficiency. Provide companies with compliance and consulting services including the following: Reviewed federal and state corporate returns for large corporations utilizing Corptax and OneSource software. Mapped trial balance accounts and calculated book-to-tax differences for federal corporate returns. Implementation of a company’s federal and state corporate return filings within Corptax with unique import templates to facilitate the import of their workpapers and efficiency of my team. 3-year comparative provisions within OneSource for business carve-outs resulting in $6B sale. Special case internal audit of transfer pricing valuation.
Prepared and filed federal form 1120s and state corporation returns within OneSource and Corptax leveraging software such as Alteryx and global resources to increase productivity. Prepared year-end and quarterly tax provisions for clients within OneSource. Audited public company’s year-end and quarterly tax provisions. Researched federal and state tax laws, rules, and regulations and analyzed applicability to my clients.
Part of a team that files federal returns for corporations and partnerships. Additionally, we provided K-1s to investors leveraging a new and proprietary software.
Helped manage new compliance requirement of Georgia Power obtaining W-9s from business or individuals with a deposit earning interest. Additionally, I stopped and issues payments of refunds by Georgia Power.
Assisted my team with data conversation, PDF manipulation, and proper virtual filing of documentation of support for the client’s tax return.