Adam Kosa, CPA
Blue Mounds,WI
Summary
Dynamic Lead Tax Analyst with a robust background in tax provision analysis and project management. Skilled in process improvement and effective communication, contributing to streamlined workflows and compliance for multiple companies.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Lead Tax Analyst
American Family Insurance
Madison, Wisconsin
12.2023 - Current
- Facilitated procurement of discounted environmental transferable tax credits, reducing federal tax liability for 2024 and 2025 tax years.
- Performed modeling for provisions in the One Big Beautiful Bill (OBBB) to assist the enterprise with tax law changes.
- Deployed Tax Modeling Engine software to optimize Life Non Life NOL and Carryback calculations for the enterprise.
- Assisted with the sale of both small and large operating companies.
- Reviewed tax adjustments, federal tax provisions and returns prepared by staff.
- Review all P&C annual statement tax footnotes.
Senior Tax Analyst
American Family Insurance
Madison, Wisconsin
02.2018 - 12.2023
- Managed federal return consolidation for 67 companies to ensure compliance and accuracy.
- Assisted with M&A projects to align tax strategy with enterprise goals.
- Trained staff on Corptax and implemented process improvements to enhance software usage.
- Adapted processes and workflows for the department during COVID shutdown.
- Took over preparation of the largest P&C company's federal tax provision and return.
- Participated in the interview and hiring process for the last several hires within the federal unit of the tax department.
- Prepared Stat Audited Financial statement and annual statement tax footnotes.
- Prepared SSAP 101 calculation for a series of P&C insurance companies.
- Created reconciliation templates for deferred tax inventory for the enterprise.
Tax Analyst II
American Family Insurance
Madison, Wisconsin
02.2016 - 02.2018
- Prepared federal tax returns and provisions for larger C corporations and P&C insurance companies, ensuring compliance and accuracy.
- Facilitated consolidated return process, ensuring compliance with federal regulations.
- Administered Corporate tax software (Corptax) to support accurate tax reporting.
- Managed the federal e-file submission process following the company's transition to a Holding Company structure.
- Supported transition to Holding Company structure for P&C insurance company, streamlining tax compliance.
- Calculated federal depreciation for smaller operating companies.
Tax Analyst I
American Family Insurance
Madison, Wisconsin
07.2014 - 02.2016
- Prepared federal tax returns and provisions for small C corporations and P&C insurance companies, ensuring compliance and accuracy.
- Calculated Quarterly Tax payments for the enterprise.
- Designed Excel templates that streamlined data management processes for newly acquired companies, boosting reporting efficiency.
- Facilitated peer review projects to enhance collaboration among team members and improve project outcomes.
Education
MPA (Masters of Professional Accountancy) - Accounting
University of Wisconsin Whitewater
Whitewater, WI05-2014
Bachelor of Science - Accounting
University of Wisconsin Whitewater
Whitewater, WI12-2012
Skills
Tax compliance
- Tax provision analysis
- Federal return preparation
- Tax incentives analysis
- Tax risk assessment
- M&A strategy
- Proficient in Excel
- Proficient in Power Query
- Proficient in Power BI
- Proficient in Corptax
- Verbal and written communication
- Workday
- Process improvement
- Team training
- Oracle Peoplesoft
- Effective communication
- Project management
- Organizational growth
- GAAP compliance
- STAT compliance
- Regulations and compliance
- Staff training
Certification
CPA License The State of Wisconsin Department of Safety and Professional Services
Timeline
Lead Tax Analyst
American Family Insurance
12.2023 - Current
Senior Tax Analyst
American Family Insurance
02.2018 - 12.2023
Tax Analyst II
American Family Insurance
02.2016 - 02.2018
Tax Analyst I
American Family Insurance
07.2014 - 02.2016
MPA (Masters of Professional Accountancy) - Accounting
University of Wisconsin Whitewater
Bachelor of Science - Accounting
University of Wisconsin Whitewater