Didi Pacheco
Arlington Heights,IL
Summary
To obtain a challenging position where I can use my analytical and finance skills that would enable me to contribute to an organization by utilizing my educational background and professional experience. My love for learning has kept me interested in vast changes in tax laws. I am a focused and determined professional who strives to be positive and to constantly grow.
Enthusiastic, resourceful, action-oriented, organized, and hard-working business professional with strong interpersonal and communication skills Effective working alone or as a cooperative team member Good problem solver in a constantly changing and demanding work environment Dedicated to developing good relations with clients Knowledge of GAAP, IFRS, and SOX compliance, ASC 740 and GILTI Accomplished Senior Tax Analyst with many years of accounting firm and corporate experience and broad tax expertise. Detail-oriented and personable finance professional with proven to communicate effectively with every personnel level. Zealous fiscal leader dedicated to transparent and profitable operations with complete integrity.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Tax Analyst
Baxter/Vantive US Healthcare LLC
Deerfield, IL
02.2024 - Current
- Oversee preparation, review, and filing of U.S. sales and use tax returns across multiple jurisdictions.
- Manage personal and real property tax filings, assessments, and appeals.
- Maintain and optimize tax determination software (e.g., Vertex O Series) and ERP integrations (e.g., JDE).
- Lead audit defense and resolution for indirect tax matters, including appeals and protests.
- Support global indirect tax planning and process standardization initiatives.
- Assist with indirect tax aspects of cross-border transactions, M&A, and supply chain structuring.
- Collaborate with IT and finance teams to enhance tax data quality and reporting capabilities.
- Analyze and establish tax reserves in accordance with ASC 450 (FAS 5).
- Monitor legislative changes and assess impact on Vantive’s operations.
Senior Tax Analyst
Abbott Laboratories
Abbott Park, USA
11.2019 - Current
- Manage and coordinate all aspects of sales and use tax audits for Abbott Laboratories and its U.S. subsidiaries. Work directly with the auditors, and act as a liaison between the auditor and respective divisions of Abbott.
- Plan, organize, and execute the audit in every facet, including scheduling returns, analyzing data from plants, and working directly with auditors. Work with the auditor on audit assessment to reduce and minimize liability for Abbott and U.S. subsidiaries.
- Work with the various plant controllers to request and receive all information required to analyze use tax on purchases, samples, and other taxable items together with payments made with the tax returns and determine what is the necessary use tax accrual.
- Perform all necessary analysis for our sales tax and use tax accounts. Discuss with management to determine if there are any issues. Work with contacts across Abbott business units to resolve reconciling items. Work with outside contacts at Vertex and Grant Thorntons to resolve any tax issues.
- Responsible and manage all tasks required to complete the 1042 tax compliance process. This includes requesting and reviewing all foreign payment reports, requesting all data related to royalty, intercompany interest payments, and payments to officers and other foreign individuals. Determine which transactions are taxable on form 1042-S, ensure all necessary W-8Ben tax forms are on file. Summarize all work and present it to Division Management. Fill out all tax forms 1042-5, 1042 and 1042-T and file timely with the IRS.
- Responsible for compliance with applicable Corporate and Divisional Policies and procedures for US, state, and international tax return filings.
- Work on special projects related to the taxability of Abbott's purchases. Work with various division personnel such as general accounting, financial reporting, budgeting.
- Created SharePoint for annual reports and business license information. This created more transparency and more accuracy in our compliance practice.
- Responsible for Use Annual calculations and review of the tax rate by the state on gratis.
- Research new tax trends and regulations. Making sure our tax matrix is always up to date. Assist in tax research on various federal, state, and international tax issues and prepare memos as needed.
- Prepares corporate and partnership federal, state, and local income tax returns, extensions, and estimates.
- Prepares federal tax adjustments work papers and analysis.
- Reviews and maintains tax fixed assets and performs reconciliation in Oracle fixed asset system.
- Assists in implementation of automation improvement opportunities for the Corporate Tax Department.
Sr. Business Analyst (Contractor)
United Airlines, Inc.
Chicago, USA
10.2018 - 08.2019
- Create Spotfire dashboards to track financial, labor, project, SLA, and other critical team metrics leveraging Spotfire.
- Governed team of over 225+ onshore and offshore Managed Service (ValueLabs/DXC) contractors; defined contract model, terms, and conditions; ensured accountability of SLAs for the contractor.
- Interface with global IT and business partners to provide guidance and support. Owned and supported intake and labor estimate process for a team of 500+ members. Enhanced and improved intake guidelines and processes.
- Support vendor due-diligence process and help to lead and define overall third-party risk management efforts.
- Create and maintain project schedules by developing project plans and specifications, estimating time and resources, monitoring milestone completion, tracking all phases of the project lifecycle, providing timely reporting of issues that impact project progress, coordinating actions, and resolving conflicts.
- Provide leadership to team members and peers by collaborating with others; articulating ideas and viewpoints to senior management, peers, and others; identifying and initiating projects; managing resources; driving the resolution of issues; and holding self and team accountable for results.
- Lead or participate in multiple projects by completing and updating project documentation; managing project scope; adjusting schedules when necessary; determining daily priorities; ensuring efficient and on-time delivery of project tasks and milestones; following proper escalation paths; and managing customer and supplier relationships.
Tax Administrator GFO
Northern Trust
Chicago, USA
02.2015 - 10.2018
- Prepared and reviewed tax returns of follow-through entities for our high-net-worth clients, including Federal, State, and local tax returns, tax planning, estimated payments, and extensions. Fiduciary tax returns including forms 1041, 1099-0, 1099-INT, 1099-MISC, 1099-R.
- Ability to work with an automated large volume tax returns preparation process (20,000+ K1s) from start to finish.
- Identified, devise, plan and execute tax strategies and researched potential tax issues.
- Reconciled our client records, adjusted, and communicated the impact of changes with client personnel.
- Analyzed and interpret trust documents for necessary adjustments, reviewing Trust Accounting Income and Distributable Net Income.
- Work closely with client account managers, clients, outside advisors, and partners within the organization to build and maintain strong relationships and to direct engagements and special assignments.
Accounting Consultant
Lauterbach & Amen
Warrenville, USA
02.2010 - 02.2015
- Managed to prepare month-end journal entries and 34 bank reconciliations, aging accounts, and all their financial statements. Develop and maintain various budgets.
- Cash Management daily monitoring of liquid cash balances, supporting cash deposit inquiries and acting as liaison with banking institutions.
- Collected and reconciled all the Village incoming taxes, Sales, Use, Entertainment, Hotel, Fuel, and Property.
- Maintained and reconciled all the Village fixed assets and depreciation monthly.
- Calculated all taxes received from the state of Illinois and reconciled the monthly disbursements.
- Maintained monthly payroll entries and adjustments and oversaw the backup payroll process.
- Assist in year-end audit work paper presentation and gathered data from past and present accounts to write Village of Glenview Treasury report for their Annual Comprehensive Annual Financial Report.
Education
MBA - Finance as concentration
DePaul University
Chicago, Illinois06.2023
Master of Science - Taxation
DePaul University
Chicago, Illinois06.2018
Bachelor of Science - Business Administration, Accounting
Roosevelt University
Chicago, Illinois05.2016
IPT Sales Tax School 1 Certificate -
ESG in Accounting, Investments & Risk Management Certificate -
Skills
- Microsoft
- Solomon
- SAP
- Oracle
- QuickBooks
- Sage 500
- Sage Depreciation
- MUNIS
- OneSource
- CorpTax
- IMS
- Spotfire
- ServiceNow
- Plan Plus
- Excel
- Pivot Table
- V-Lookups
- Tableau
- Vertex
- Alteryx
- SharePoint
- Microsoft Teams
- Power BI
Certification
- Obtained IPT Sales Tax School 1 Certificate
- ESG in Accounting, Investments & Risk Management Certificate
Languages
Native Fluency in Spanish (Written and Spoken)
Timeline
Senior Tax Analyst
Baxter/Vantive US Healthcare LLC
02.2024 - Current
Senior Tax Analyst
Abbott Laboratories
11.2019 - Current
Sr. Business Analyst (Contractor)
United Airlines, Inc.
10.2018 - 08.2019
Tax Administrator GFO
Northern Trust
02.2015 - 10.2018
Accounting Consultant
Lauterbach & Amen
02.2010 - 02.2015
MBA - Finance as concentration
DePaul University
Master of Science - Taxation
DePaul University
Bachelor of Science - Business Administration, Accounting
Roosevelt University