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Click here or scroll down to respond to this candidateCandidate's Name , CPA, MBAStreet Address Marlin DriveWhippany, New Jersey Street Address
Home: PHONE NUMBER AVAILABLE Cell: PHONE NUMBER AVAILABLEE-Mail: EMAIL AVAILABLECPA with expertise in tax compliance, tax provisions, information reporting, tax audits and special projects. More than thirty years of public and private industry experience with the financial service sector and with a proven record of managing tax functions effectively to meet clients objectives in an efficient manner. PROFESSIONAL EXPERIENCECLYNE EAGAN AND ASSOCIATES, P.A. Cedar Knolls, NJ August 2022 - October 2022 Review complex individual and high net worth individuals tax returns at federal and state levels. Manage tax-related functions including research, planning, and their implications on a federal, state and local tax level; ad hoc projects include ERC, PPP Loans and Sec. 1244 stock etc. Respond to any IRS or a states tax noticesPRICEWATERHOUSECOOPERS, New York, NY April 2013- March 2021 Tax Director, Banking, Capital Market & Insurance Group Diversified tax experience: advising and assisting clients in both the corporate and partnership tax arena. Client base includes various financial institutions operating in the banking, brokerage, and U.S. Holdings Companies. Consult on a broad range of tax areas including corporate, partnership, and individual taxation with considerable experience in international, federal, state and local tax. Prepare complex individual and high net worth tax returns at federal and state levels. Advise on international tax matters including profit repatriation, withholding tax, and tax treaty issues. Manage tax-related functions including research, planning, preparation and filing of all federal, state and local tax returns and reports. Responsible for research and tax planning for specific international tax issues, including foreign tax credit utilization, transfer pricing substantiation, Subpart F deferral strategies and E&P study. Coordinate, manage and supervise the work status from internal tax specialty groups (federal, state and local, international, compliance). Identify and manage tax strategies in order to assist in the management of client's effective tax rate. Provide guidance to audit personnel regarding the appropriate tax accounting treatment for various tax strategies implemented by clients. Prepare and review quarterly and year-end tax provisions, including tax footnotes for public and private entities. Coordinate strategy and response to IRS examination, which includes US, international, and payroll tax issues. HSH NORDBANK AG, New York, NY August 2006 March 2013 Vice President, TaxesResponsible for managing tax-related functions including Involve with all proposed transactions in formative stages and provide input to achieve the optimal tax positions for business units and Bank as a whole. Advise management of the tax impact for all relevant new tax laws, regulations, decisions, rulings, tax treaty and proposed legislation. Strategize and organize response to quires from joint income tax and sales tax examination; analyze, research and interpret the document to tax examiners. Oversight of tax accounting and financial reporting to ensure appropriate financial statement disclosure with respect to income taxes provisions. Research, planning, preparation and filing of all relevant income tax, indirect tax returns and information reporting. Coordinate with outside tax advisors to manage tax matters for all the US subsidiaries. Key accomplishment includes: Incorporate with operation and back office personnel to establish the policy and procedures for Branchs information reporting. Successfully closed six years New York State Sales Tax Audit which reduced the proposed tax liability by more than 50%, about $500,000 for NY Branch. Create the automation for the tax provision process to reduce the turnaround time during year end closing and to minimize the operational risk.DEXIA CREDIT LOCAL, New York, NY July 2004 July 2006 Vice President, TaxesResponsible for directing tax-related functions including Research, planning, preparation and filing of all relevant tax returns and reports; communicate major tax issues to Head of Bank Tax. Deal with all proposed transactions at early stages and provide input to achieve desired tax and business result. Advise management of the impact of all relevant new tax laws, regulations, decisions, rulings and proposed legislation. Strategize and organize response to quires from all tax jurisdictions; analyze, research and interpret the document to tax examiners. Develop tax accounting entries and ensure appropriate financial statement disclosure with respect to income taxes provisions. Engage and direct the utilization outsides professional firms in tax matters. Key accomplishment includes: Coordinated strategy and response to IRS examination, which included liability swap tax issues, resulting in no change to tax liability for years 2001 and 2002 and reversing $25 million reserve back into income. PRICEWATERHOUSECOOPERS, New York, NY January 1997 June 2004 Tax Senior Manager, Banking GroupDiversified tax experience: advising and assisting clients in both the corporate and partnership tax arena. Client base includes various financial institutions operating in the banking, brokerage, and U.S. Holdings Companies. Consult on a broad range of tax areas including corporate, partnership, and individual taxation with considerable experience in international, federal, state and local tax. Manage tax-related functions including research, planning, and preparation and filing of all federal, state and local tax returns and reports. Advise on international tax matters including profit repatriation, withholding tax, and tax treaty issues. Responsible for research and tax planning for specific international tax issues, including foreign tax credit utilization, transfer pricing substantiation, and Subpart F deferral strategies. Coordinate, manage and supervise the work status from internal tax specialty groups (federal, state and local, international, compliance). Identify and manage tax strategies in order to assist in the management of client's effective tax rate. Provide guidance to audit personnel regarding the appropriate tax accounting treatment for various tax strategies implemented by clients. Prepare and review quarterly and year-end tax provisions and tax footnotes for public and private entities. Coordinate strategy and response to IRS examination, which includes US, international, and payroll tax issues. Prepare tax protest letters and handle tax disputes at the revenue agent and administrative appeal levels for federal, state and local tax matters. Perform business development by creating tax products/ideas for targeting new and existing clients. ARIMOTO, OCASAWARA & MO, New York, NY July 1994 December 1996 Tax Senior Accountant Provided consulting services to foreign banks in connection with audits by banking examiners and various regulation compliance. Represented clients before IRS and states authorities. Prepared international banking, expatriates and inpatriates tax returns. Prepared consolidated federal and multi-state tax returns. Supervised & reviewed another staffs' performance. FARKOUH, FURMAN & FACCIO, New York, NY January 1991 July 1994 Staff AccountantEDUCATIONUniversity of Scranton, Scranton, PA MBA inAccounting and Finance, May 1990 SetonHall University, South Orange, NJMaster in Taxation Program, May 2001TamKang University, Taipei, TAIWANBachelor Degree in Information Science, June 1984PROFESSIONAL ORGANIZATIONCertified Public Accountant in State of New York, 1993 FENG (Financial Executives Networking Group), 2006 COMPUTER & LANGUAGE SKILLS Excel, Word, PowerPoint, Lotus Notes, CCH, RIA, BNA Portfolio, Go System and SAP-FI. Extensive knowledge of utilizing the internet for tax research and other tax purposes. Fluent in Chinese Mandarin. |
