ANGELA CASTILLO
Summary
Detail-oriented tax and accounting professional with extensive experience in teaching, and encompassing the management and leadership of daily company accounting operations; poised to excel in any challenging position. Experienced tax professional prepared for role, with proven ability to oversee tax compliance and strategic planning. Known for reliability and adaptability, ensuring accurate tax reporting and adherence to regulations. Strong focus on collaboration and achieving results, with expertise in tax law and problem-solving.
Overview
27
27
years of professional experience
1
1
Certification
Work History
TAX MANAGER/HEAD OF TAX
ECOM CPA LLC
07.2022 - Current
- Oversees the operations of the tax department, including all tax related decisions and activities in the organization
- Works with the Accounting Manager and other team leaders to deliver high level tax returns and tax advisory/planning services
- Lead in the development and implementation of tax processing procedures and project management processes and tools
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Coordinate with IT administrator in applying technical and software needs as related to accounting/tax processes and project management
- Coordinate filing deadlines, project assignments and staff and invoicing issues
- Direct/delegate projects with/to staff
- Review tax projects and tax returns
- Supervise staff and seniors assigned to projects and manage time and project completion within budget
- Meet utilization and realization standards for department
- Support all tax staff in their roles and provide ongoing training and support
- Monitor compliance with firm quality control procedures
- Coordinate with leadership team for direction and planning for company goals
- Lead team meetings, build presentations as necessary and maintain process manuals/documentation
- Oversee all aspects of the company's tax function, including tax planning, compliance, and reporting, with a strong focus on providing an exceptional client experience
- Implement scalable processes and systems to streamline tax operations and support the company's expansion into new markets and geographies
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
TAX DIRECTOR
AC PROFESSIONAL SERVICES, LLC
09.2017 - 07.2022
- Oversaw the operations of tax department, including all tax related decisions and activities in the organization
- Works with the Accounting Manager and other team leaders to deliver high level tax returns and tax advisory/planning services
- Consulted with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
- Resolved client's tax questions, strategy questions, and accounting questions
- Supported all staff in their roles and provided ongoing training and support
- Ensured that all clients receive the proper scope of work and service deliveries at the highest level of quality
- Reviewed previous tax returns and financial documents to identify missing or incomplete information or documentation
- Reviewed all supplied financial information for accuracy
- Reviewed individual, corporate, partnership, exempt organization, fiduciary, trust, payroll, and sales tax returns
- Reviewed financial statements accepted under various accepted accounting frameworks
- Provided business, tax and accounting consultation services
- Reviewed bookkeeping services, including monthly journal entries for clientele organizations
- Ensured compliance with federal and state requirements / regulations for clientele organizations
- Provided virtual controller and CFO duties for specific corporate clientele
- Reviewed tax returns, financial statements, and other accounting work performed by clientele staff
- Performed and supervised tax research for all relevant authorities for clientele organizations
- Trained and taught professional education sessions for clientele staff
- Controlled and managed daily operations, including financial management, customer service, business development and relationship development for various clientele
- Supervised, directed, coordinated company policies, and procedures of accounting and tax staff throughout clientele organizations as requested
- Developed tax and accounting administrative and operating policies for clientele organizations
TAX SPECIALIST
TALEN ENERGY/PPL
02.2014 - 08.2017
- Prepared/reviewed/calculated multiple federal and state partnership and corporate tax returns for various domestic and international company entities and compiled into the consolidated federal tax returns
- Prepared/reviewed/calculated/booked and posted journal entries for the income tax provision for domestic and international entities including accounting entries and deferred tax asset and liability tracking
- Prepared/reviewed federal and state tax work papers, estimated tax payments, and income tax returns
- Prepared quarterly tax forecast according to APB28, including effective rate calculations, accounting entries, and deferred tax analysis
- Prepared/reviewed monthly/quarterly account reconciliations, variance analysis, and other account analysis
- Prepared provision calculations for uncertain tax positions in accordance with FIN 48 and FAS 5
- Prepared and calculated the state income tax blended rate
- Prepared the tax financial planning and analysis for cash and rate forecasting, for budgeting, and business model planning purposes
- Prepared the tax notes and MD&A sections for financial reporting purposes
- Prepared, compiled and analyzed the tax provision budget
- Prepared domestic corporate tax returns, including the consolidated return
- Assisted in the coordination of federal and state income tax calendars, estimated payments, and monthly reporting of cash taxes paid
- Structured, created, and implemented new tax processes and systems for the department
- Assisted/responded to federal, and state tax audit authorities as needed
- Prepared/calculated/booked or posted journal entries for timing differences work papers for the preparation of tax returns
- Prepared/calculated/booked or posted journal entries for the return to provision true-up calculations
- Researched income tax issues and communicated findings
- Researched book issues according to ASC 740 and communicate findings
- Reviewed fixed asset tax versus books including acquisitions, retirements and transfers
- Assisted in Sox 404 processes, including documentation, monitoring controls, and modifying processes
- Participate and assist with ongoing tax department projects and tasks such as audits, tax credits and incentives, tax transactions, exemption certificates etc
ADJUNCT PROFESSOR
STRAYER UNIVERSITY
12.2010 - 05.2016
- Taught tax, accounting, financial management and generally accepted accounting principles to students currently enrolled in a Bachelors & Masters program
TAX DIRECTOR
SCHULMAN, WOLFSON, & ABRUZZO LLP
10.2010 - 05.2014
- Reviewed tax returns, financial statements, and other accounting work performed by staff
- Controlled and managed tax deadlines
- Organized, supervised, advised, directed tax and accounting staff members and delegated work
- Reviewed financial statements accepted under various accepted accounting frameworks
- Provided business consultation services
- Reviewed responses to appropriate taxing authorities
- Oversaw, performed, and planned audit field work, delegated litigation support investigations
- Ensured compliance with all federal and state requirements / regulations
- Provided virtual controller and CFO duties for specific corporate clientele
- Provided corporate and high net worth management services
- Performed and supervised tax research for all relevant authorities
- Provided corporate and high net worth budgeting services
- Reviewed and provided tax planning and analysis for business and individual clients
- Trained and taught professional education sessions for staff
TAX DIRECTOR
MATHESON & ASSOCIATES LLC
06.2005 - 10.2010
- Reviewed tax returns, financial statements, and other accounting work performed by staff
- Controlled and managed tax deadlines
- Organized, supervised, advised, directed tax and accounting staff members and delegated work
- Reviewed financial statements accepted under various accepted accounting frameworks
- Provided business consultation services
- Reviewed responses to appropriate taxing authorities
- Oversaw, performed, and planned audit field work, delegated litigation support investigations
- Ensured compliance with all federal and state requirements / regulations
- Provided virtual controller and CFO duties for specific corporate clientele
- Provided corporate and high net worth management services
- Performed and supervised tax research for all relevant authorities
- Provided corporate and high net worth budgeting services
- Reviewed and provided tax planning and analysis for business and individual clients
- Trained and taught professional education sessions for staff
STAFF ACCOUNTANT
FRIEDMAN LLP
06.2004 - 05.2005
- Prepared individual, corporate, partnership, exempt organization, fiduciary, trust, payroll, and sales tax returns
STAFF ACCOUNTANT
EISNER LLP
01.2003 - 05.2004
- Prepared individual, corporate, partnership, exempt organization, fiduciary, trust, payroll, and sales tax returns
SENIOR TAX MANAGER
INNOVATIVE TAX & ACCOUNTING CONSULTANTS LLC
01.1998 - 01.2003
- Reviewed tax returns, financial statements, and other accounting work performed by staff
- Prepared high level individual, corporate, partnership, exempt organization, fiduciary, trust, payroll, and sales tax returns
- Prepared financial statements accepted under various accepted accounting framework
- Provided business consultation services
- Ensured compliance with all federal and state requirements/regulations
- Provided virtual controller and CFO duties for specific corporate clientele
- Performed and supervised tax research for all relevant authorities
- Trained and taught professional education sessions for staff
Education
ABD - Financial Management
Walden University
Minneapolis, MNMASTER'S DEGREE - Accounting and Financial Management
Keller Graduate School of Management
Kansas City, MO12.2010
BACHELOR'S DEGREE OF SCIENCE - Accounting & Business Operations
Brooklyn College
Brooklyn, NY12.2004
ASSOCIATES DEGREE OF SCIENCE - Accounting
Kingsborough Community College
Brooklyn, NY12.2002
Skills
- Adaptability to new systems and software
- Tax advisory services
- Tax process improvement
- Tax law interpretation
- Tax compliance expertise
- Tax software mastery
- Tax research
- Tax planning strategies
- Tax strategy execution
- Tax team leadership
- Tax workflow optimization
Accomplishments
- Achieved over a 100% increase in Tax Department Revenue by finding inefficient or missed billing practices.
- Implementing processes and policies for a more efficient and accurate work output.
- Implemented employee training and growth programs for more quality of work.
- Implemented and fostered team building between department staff for a more robust and care-free environment.
Certification
- Enrolled Agent
- Passed one section of CPA Exam
Administrative Proficiencies
- Tax Software include: CCH Axcess, Lacerte, TaxAct, UltraTax, Proseries, GoSystems, Onesource
- Bookkeeping/Accounting Software include: QuickBooks, Xero
- ERP/CRM Software include: Karbon, Workday, TaxDome
- Other Software: CCH Engagement, RIA Checkpoint, Powerplan Provision
Languages
Spanish
Native or Bilingual
Timeline
TAX MANAGER/HEAD OF TAX
ECOM CPA LLC
07.2022 - Current
TAX DIRECTOR
AC PROFESSIONAL SERVICES, LLC
09.2017 - 07.2022
TAX SPECIALIST
TALEN ENERGY/PPL
02.2014 - 08.2017
ADJUNCT PROFESSOR
STRAYER UNIVERSITY
12.2010 - 05.2016
TAX DIRECTOR
SCHULMAN, WOLFSON, & ABRUZZO LLP
10.2010 - 05.2014
TAX DIRECTOR
MATHESON & ASSOCIATES LLC
06.2005 - 10.2010
STAFF ACCOUNTANT
FRIEDMAN LLP
06.2004 - 05.2005
STAFF ACCOUNTANT
EISNER LLP
01.2003 - 05.2004
SENIOR TAX MANAGER
INNOVATIVE TAX & ACCOUNTING CONSULTANTS LLC
01.1998 - 01.2003
BACHELOR'S DEGREE OF SCIENCE - Accounting & Business Operations
Brooklyn College
ASSOCIATES DEGREE OF SCIENCE - Accounting
Kingsborough Community College
- Enrolled Agent
- Passed one section of CPA Exam
ABD - Financial Management
Walden University
MASTER'S DEGREE - Accounting and Financial Management
Keller Graduate School of Management
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