Colleen M. Bernacki
New Britain
Summary
Highly skilled tax analyst with deep expertise in tax compliance, planning, and reporting. Strong focus on team collaboration and delivering results. Adept at navigating complex tax regulations and providing strategic insights. Reliable, adaptable, and consistent in achieving organizational goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Tax Analyst
Fiondella, Milone & LaSaracina
10.2022 - Current
- Company Overview: FML is unique among mid-size regional accounting firms in that we work differently and offer our clients more in the way of specialized services
- Research state tax issues including nexus determinations, taxability analyses, and quantification of potential liabilities
- Provide guidance to clients on various compliance matters including state tax return preparation, sales/use, and unclaimed property
- Leading due diligence and voluntary disclosure projects
- Review staff accountants’ sales and use return drafts to file on behalf of clients
- Prepare ruling requests and respond to state and local tax audits/appeals
- Support clients with other state and local issues including gross receipt taxes, property taxes, employment taxes, income tax, and credits/incentives
- Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including client interviews and discussions, performing tax technical research, and developing business and industry expertise
- Maintain active communication with clients to manage expectations and ensure satisfaction
- Mentor junior team members, helping them develop their technical skills and expertise
Senior Tax Analyst
LAZ Parking
03.2022 - 10.2022
- Company Overview: LAZ Parking specializes in management, leasing, ownership, and the development of parking facilities
- Managed audit requests, data, and documentation flow, as well as research audit defense positions
- Tracked, managed, and responded to tax notices in all jurisdictions in which LAZ operated
- Reviewed and supervised sales and parking tax return preparation, assisted with preparation and review of personal property declarations, business tax returns, potential refund claims and other tax filings for review
- Oversaw the processing of timely and accurate tax registrations for sales/use, parking and business taxes in multiple jurisdictions and update corresponding rates and account numbers in the location database
- Assisted the Tax Director with performing internal audits of current practices and preparation of tax-standard operating procedures
- Supported the research of new tax policies, lines of business, and service offerings
Senior Tax Analyst
Global Partners LP
12.2019 - 02.2022
- Company Overview: Global Partners LP retail division, part of a 9 billion dollar publicly traded gasoline distribution company, owns and manages over 1,000 gas stations and convenience stores throughout 9 states
- Reviewed and approved junior tax accountants’ personal property declarations, tax bills, journal entries, and month end general ledger reconciliations
- Prepared fuel sales tax returns
- Prepared monthly analysis of GL and balance sheet accounts in accordance with GAAP to senior management
- Reconciled prepaid expenses with preparing journal entries
- Processed personal property returns and income and expense reports for various states
- Supported the implementation, integration, and training of the property tax software, OneSource
- Worked with various towns and officials for audit requests, appeals, and abatements
- Provided pro-rates for Legal department site sales
- Assisted with the reconciliations of chargeback of non-owner-occupied properties
- Participated in reviewing the data for Form 1099 prior to sending out tax forms to clients
- Researched and resolved property tax issues, referencing site summaries and numerous company system applications
Tax Analyst
Global Partners LP
09.2015 - 12.2019
- Company Overview: Global Partners LP retail division, part of a 9 billion dollar publicly traded gasoline distribution company, owns and manages over 1,000 gas stations and convenience stores throughout 9 states
- Processed over 400 personal property and real estate tax bills for Accounts Payable
- Processed approximately 200 personal property renditions (Declarations) and Income and Expense Reports for various states
- Assisted with the reconciliations of chargeback of non-owner-occupied properties
- Assisted and liaison with town audit requests
- Reconciled prepaid expenses with preparing journal entries
- Prepared monthly analysis of GL and balance sheet accounts in accordance with GAAP
- Prepared various property tax-related reports, such as Maine BETR Tax Refund
- Research and resolve property tax issues, referencing site summaries and numerous company system applications
- Provided pro-rates for Legal department site sales
- Participated in reviewing the data for Form 1099 prior to sending out tax forms to clients
Education
MBA -
Central Connecticut State University – School of Business
New Britain, CTBachelor of Science - Business Administration, Finance, Accounting
Western New England University – College of Business
Springfield, MASkills
- Business: SAP proficiency, Customer Relationship Management, QuickBooks, Adobe, Oracle, PDI Enterprise, OneSource, Avalara, and CCH
- Strong oral, written, and analytical skills
- Microsoft Office: Excel, PowerPoint, Access, Word, Outlook, and Visio
- Strong communication skills
- Tax process improvement
- Tax law interpretation
- Tax research
- Tax compliance
Certification
Connecticut Notary Public, Commission expires August 2028
Timeline
Senior Tax Analyst
Fiondella, Milone & LaSaracina
10.2022 - Current
Senior Tax Analyst
LAZ Parking
03.2022 - 10.2022
Senior Tax Analyst
Global Partners LP
12.2019 - 02.2022
Tax Analyst
Global Partners LP
09.2015 - 12.2019
Bachelor of Science - Business Administration, Finance, Accounting
Western New England University – College of Business
MBA -
Central Connecticut State University – School of Business
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