Overview
Work History
Timeline
Generic

Balaka Saha

Pearland,Texas

Overview

21
21
years of professional experience

Work History

Ex Tax Director (Tax Consultant/Contract)

Stage Stores, Inc
Houston, TX
02.2012 - Current
  • Oversee the Tax Department and all its functions, review all Legal Contracts and advise on tax consequences, Tax planning, hiring Tax personnel, Tax Accrual forecasts, and all other Tax matters & job functions as needed.
  • Manage and train Tax Staff, senior staff and Managers.
  • Participate in quarterly Company meetings representing the Tax Department.
  • Work with several internal groups :-> Accounting, Financial Reporting, Fixed Asset, Marketing, Store Development, HR, Legal to name a few.
  • Oversee Tax reconciliations of all Indirect Tax Accounts including Sales and Use tax accounts monthly and quarterly, Property Tax Accounts, Business Licenses.
  • Involved in implementation, testing of Use Tax Engine, and simultaneously oversee and maintain Sabrix Use Tax Determination Engine built on Oracle ERP.
  • Oversee Sales and Use Tax compliance process -> extracting, reconciling & importing data into Sales & Use Tax software, prepare and review Sales & Use Tax returns, sales & use tax rate maintenance for various taxing jurisdictions across 45 plus states in the US.
  • Oversee and handle all Sales and Use Tax Audits, achieved significant Tax savings in several states and minimum adjustments in states of TX, LA, FL, NJ and many more states.
  • Implemented process improvements to mitigate Audit risks.
  • Pulling GL data, invoice details, POs, POS details, Fixed Asset data for Audits.
  • Nexus studies for-> existing states, e-commerce segments and new store/location openings or warehouses in jurisdictions.
  • Entered into VDAs, Process Tax refund claims, Enterprise Zone Credits for relevant states.
  • Review Annual Reports filings, maintain Tax calendar.
  • Review all Business Licenses renewals and filing new license applications and maintain business license database.
  • Oversee Personal Property Tax planning, compliance handled by 3rd party and accruals for the company.
  • Continue to develop and automate internal processes to reduce risk and increase productivity.
  • State Tax research and analysis using BNA, RIA, CCH, TTR and other Tax research engines.
  • Prepare and track quarterly estimated tax payments, prepare and file 40 plus state income/franchise tax returns.
  • Monthly and quarterly Tax account roll forward.
  • SOX compliance and Internal Controls.
  • Prepare and file 42+ state Income/Franchise Tax returns, filing Sales and Use tax returns for 45+ states.
  • Handle Federal and State Sales and Use taxes & State Income Tax Audits for all relevant states including (but not limited to) LA, AL, TX, TN, NY etc.
  • Successfully closed IRS Audit with $8 million in refunds.
  • Similarly closed TX Franchise Tax Audits and Sales tax Audits with no Tax Adjustments.
  • Consolidate and file Federal tax return, and prepare depreciation reports inclusive of tax, AMT, ACE and State depreciation adjustments.
  • Gather data and perform support calculations for quarterly and annual US State (about 42+ states) and Federal tax provision (ASC 740 formerly FAS 109), FIN 48, UTP in the Source Tax Provision software (also done in Excel as well), prepare Return to provision calculations and analyze uncertain tax positions (FIN 48).
  • Led tax compliance initiatives to ensure adherence to federal and state regulations.

Tax Consultant

MBO Partners (PWC Contract)
Texas
08.2024 - 05.2026
  • Prepare and Review State Income workpapers for Corporations.
  • Review State Income/Franchise Tax Returns for Corporations and Partnerships.
  • Coordinate with US and AC Team on projects, timelines and deliverables.
  • Prepare and review xml files for e-filing the state Income Tax returns.
  • Work with US and AC Team on Estimated Tax calculations and review.
  • Research on taxability, apportionment and other SALT matters for clients.
  • Any other project for SALT Group as needed.
  • Collaborated with cross-functional teams to address client-specific tax challenges.
  • Presented findings and strategic insights to executive leadership during quarterly reviews.
  • Conducted thorough research to stay current on ever-changing tax laws, ensuring compliance for clients.
  • Kept abreast of new legislation affecting taxation policies, providing proactive advice to clients accordingly.
  • Collaborated with accounting teams to integrate financial data into accurate tax reporting.
  • Negotiated payment plans with taxing authorities on behalf of financially distressed clients, easing their burden.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Responded to inquiries from IRS and other tax authorities.
  • Mentored junior consultants in tax preparation and research methodologies.
  • Led client engagements, ensuring compliance with federal and state tax regulations.

Indirect Tax Consultant/Contractor

Forvis Mazars, LLC
03.2023 - 08.2025
  • Oversee the whole Indirect Tax Department including but not limited to Data compilation for compliance, monthly calendar, monthly and quarterly reconciliations of Tax Accounts (S&U as well as Property Tax).
  • Interact with Customers, Vendors and other departments regarding Indirect Tax matters-> review tax exempt certificate requests for providing the exemption certificates, review the Tax-exempt certificates from customers for accuracy and completion to set them as Tax exempt in the Tax Determination engine.
  • Tax Research for Indirect tax for complicated matters or issues.
  • Gather Data and work as liaison with the Tax Compliance Teams.
  • Help with Indirect Tax Audits as and when needed.
  • Tax Software-> Vertex, RIA & TTR for Tax Research.

Tax Consultant (Contract)

Unity Search (Stewart Title)
Houston, TX
06.2023 - 01.2024
  • Prepare and/or review workpapers Consolidated/Complex State Income/Franchise Tax returns for several prior years.
  • Prepare and/or review workpapers Consolidated/Complex State Income/Franchise Tax returns for Tax year 2022.
  • Review and rectify OneSource Consolidated/Complex State Income/Franchise Tax returns for tax years 2019 thru 2022 for various states to get the company caught up with filing in various jurisdictions.

Tax Manager

EWC
11.2022 - 03.2023
  • Oversee all Tax functions for Tax compliance and provision.
  • Liaison with outside firm for data transfer for Tax compliance.
  • Review Sales & Use Tax as well as PPT returns prepared by outside firms.
  • Work on Audits and Tax notices.

Tax Senior

Key Energy Services
Houston, TX
04.2010 - 01.2012
  • Review and prepare federal, state and international tax returns and provision work for the Key.
  • Prepare Sub-consolidated and Consolidated Federal Tax (1120) returns with all the domestic and international subsidiaries (5471s, 8865s & 1118s).
  • Review proforma Federal Tax returns, and prepare depreciation reports inclusive of tax, AMT, ACE and State depreciation adjustments.
  • Work with Fixed Asset group on rolling forward book and tax asset data.
  • Prepare and review 5471s, 8865s, 8888s as well as 1118.
  • Updating the international tax laws and international treaties as well as Boycott countries.
  • Also work on FBAR (Form TD F 90-22.1).
  • Review smaller state returns and prepare complex state returns like TX, LA, CA, PA, NY etc.
  • Filing in more than 30 states and updating the state laws, tax rates etc.
  • Reviewing estimated income tax and franchise tax calculations.
  • Assisting with quarterly and year-end provisions for the company, rolling forward all tax accounts.
  • Achievements: Mapping Trial balance account chart for OneSource Tax Compliance, implementation of TaxSteam/OneSource Tax Provision software, helping with ERP system implementation and integration for Taxes, also saved the company significant dollars by responding to Tax Notices timely and mitigating the penalties/interests as well as taxes payable.
  • Helped with implementing Tax accounts in Oracle EBS.

Tax Senior

Calvetti, Ferguson and Wagner, P.C.
Houston, TX
05.2009 - 04.2010
  • Compliance work for various clients with primary focus on large Corporations (C corps – 1120).
  • Working on large big, consolidated returns with US subsidiaries, foreign subsidiaries, and foreign branches.
  • Partnership returns-1065 and K-1 packages.
  • Also heavily involved with international tax returns (5471s, 5472s, 1118s, transfer pricing, and lots of intercompany transactions.
  • FBAR (Form TD F 90-22.1).
  • Depletion, depreciation & amortization.
  • Working on tax provision (FAS 109) for consolidated corporation(s) including provisions for the foreign subsidiaries and foreign branches.
  • State allocation and apportionment schedules, estimated payments and state tax returns (including but not limited to TX, CA, LA, PA, NY etc.) and franchise tax returns for almost 25-30 states for each corporation.
  • Software: Go Systems, Tax Stream, BNA fixed Assets, CS Fixed Assets, and CS Accounting.
  • Tax research on BNA, RIA about complex tax matters.

Experienced Tax Consultant

Deloitte & Touché
Houston and Dallas, TX
08.2006 - 05.2009
  • Compliance work (review and preparation) for various clients with primary focus on Corporations (C corps – 1120 and S Corps-1120 S) and large Partnerships (1065s and K-1s).
  • Federal consolidated returns for larger corporations.
  • Tax provision work (SFAS 109), footnotes, memos for quarterly and year end provision.
  • FIN 48 to some extent.
  • Comfortable working knowledge of foreign corporations (5471s and 5472s), foreign partnerships (8865s) and foreign disregarded entities (8888s).
  • State taxes (including franchise, local city and business taxes), tax estimates and extensions, state allocation and apportionment schedules.
  • Well versed with foreign currency transactions.
  • Tax Research on BNA, CCH and Lexis Nexis.
  • Quarterly and annual taxable Income estimates for certain clients needing estimate of income.

Tax Analyst (Contractor)

Eagle Global Logistics
Houston, TX
05.2005 - 08.2006
  • Assisted tax Director with tax accounting areas (FAS 109).
  • Review international tax supplemental reporting packages from 50+ countries for accuracy and completeness, corresponding directly with foreign country controllers when data was insufficient.
  • Assist Tax Accounting Director in preparation of the consolidated foreign income tax provision including spreadsheet testing, validation of accounting system interaction and work paper referencing for external audit review.
  • Participated in compliance related special projects for both domestic and international functions.

Accountant

Susan Phillips PC
Houston, TX
12.2004 - 05.2006
  • Working extensively on reconciliations, general ledgers, journal entries, journal vouchers, trial balance, financial statements and comparisons.
  • Generating daily sales reports, deposit schedules, A/P & aging payables, coding and entering invoices, A/R & aging receivables, applying payments to receivables.
  • Federal income taxes (individual and corporate), nonresident individual taxes, payroll taxes.

Tax Intern

Price Waterhouse Coopers
Houston, TX
05.2005 - 08.2005
  • Prepared 5471, 8858s and assisted on various tax projects.

Timeline

Tax Consultant

MBO Partners (PWC Contract)
08.2024 - 05.2026

Tax Consultant (Contract)

Unity Search (Stewart Title)
06.2023 - 01.2024

Indirect Tax Consultant/Contractor

Forvis Mazars, LLC
03.2023 - 08.2025

Tax Manager

EWC
11.2022 - 03.2023

Ex Tax Director (Tax Consultant/Contract)

Stage Stores, Inc
02.2012 - Current

Tax Senior

Key Energy Services
04.2010 - 01.2012

Tax Senior

Calvetti, Ferguson and Wagner, P.C.
05.2009 - 04.2010

Experienced Tax Consultant

Deloitte & Touché
08.2006 - 05.2009

Tax Analyst (Contractor)

Eagle Global Logistics
05.2005 - 08.2006

Tax Intern

Price Waterhouse Coopers
05.2005 - 08.2005

Accountant

Susan Phillips PC
12.2004 - 05.2006

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Balaka Saha