Elizabeth B. Competti
Mt. Juliet,TN
Summary
Experienced tax executive with a blended background in public accounting and corporate industry leadership, providing a 360‑degree perspective on compliance, provision, planning, and operational tax strategy for complex, multi-entity organizations in financial services, private equity, and real estate. Proven ability to oversee compliance, ASC 740 reporting, REIT structures, and multi-state operations while driving process transformation, technology integration, and cross-functional alignment. Known for building high-performing teams, strengthening internal controls, and partnering with executive leadership to support strategic business decisions.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Tax Senior Manager – Business Tax Services and Pass-Throughs
Deloitte Tax LLP
12.2021 - Current
- Manage the compliance and consulting for large private equity funds including REIT structured funds. This includes tiered partnerships, domestic and non-US blockers, and REIT compliance monitoring and compliance
- ASC 740 Income tax provision preparation and auditing
- Supervising process documentation
- Tax consulting and due diligence
- Oversee a team of 30 professionals both in the US and Internationally including managing profitable engagements
- Pass through competency leader for Tennessee practice
- Participate in firm recruiting, coaching/mentoring of junior team members, and support of the United States India practice.
- Led multiple pursuits and requests for proposals.
Senior Vice President-Tax Segment Manager
Huntington Bancshares Incorporated
12.2007 - 11.2021
- Managed the preparation and review of corporate and partnership federal and state tax returns for a publicly traded company with a large federal consolidated group including affiliation disclosures. Included extensive experience working with a multi-level organization with approximately 120 corporate and pass-through entities both foreign and domestic including securitization transactions, purchase accounting transactions and Tax Basis Balance Sheets.
- Managed the compliance function for multiple state tax jurisdictions and related filing requirements including annual returns, quarterly estimates, and extensions. Extensive experience with multi-state unitary and combined state reporting requirements including group apportionment. Led the identification of potential federal, state, and local tax planning opportunities for reducing federal and state tax expense. Researched and monitored tax legislation and evaluated potential impact to the company.
- Prepared, analyzed, and documented the income tax provision process, including income tax provision by legal entity, effective tax rate, deferred income taxes, and quarterly and annual financial reporting.
- Responsible for REIT monitoring procedures and REIT compliance testing including shareholder disclosures.
- Prepared quarterly state tax reserves as well as intercompany tax allocations. Responsible for reconciliation and maintenance of tax general ledger accounts. Responsible for state effective tax rate.
- Oversaw responses to audit requests as well as correspondence with taxing authorities.
- Managed annual data request requiring coordination from multiple sources across consolidated group.
- Responsible for Federal and State Income Tax Compliance Calendar as well as documentation and familiarity with Sarbanes-Oxley compliance procedures.
- Regularly participated in various state banking association calls to monitor and understand anticipated legislation.
- Assisted in budget and forecast processes.
- Supervises a team of five direct reports, contractors, and interns.
- Technology competencies include Microsoft Office, Onesource Income Tax, Onesource Calendar, Oracle Smart View/Essbase, Thomson Reuters Checkpoint Research, and Bloomberg BNA Research.
- Achieved Continuous Improvement Certification, a proprietary internal process improvement certification program. Participated in various other internal leadership development programs including as a mentor across departments.
Senior Tax Manager
H.I.G. Capital, LLC
01.2018 - 05.2018
- Coordinate tax advisors and oversee their preparation of 300+ partnership tax returns annually.
- Ensure compliance with all federal, state, local and foreign tax regulations while working to minimize tax liability and maximize after tax profits.
- Work with portfolio companies to ensure compliance with withholding and reporting requirements
- Assist with tax research and planning for acquisitions, dispositions, and reorganizations relating to foreign and domestic investments as well as firm operations. Participate in calls with deal teams in setting up structures for investments globally.
- Assist with the communication of tax information to the limited partners and members of the firm
- Respond to tax notices
- Work with tax team to assist in tracking of all legal entities and maintenance of annual tax calendar
- Work closely with accounting to ensure proper calculation of tax adjustments
- REIT shareholder demand letters
- Review of limited partners information reporting and documentation of FACTA and CRS status
- Preparation and review of fund year-end workpapers
- Responsible for the Brazil and Latin America tax compliance for investment funds
Certified Public Accountant and Account Manager
SNYDER & COMPANY
05.1998 - 12.2007
- Prepared and participated in the entire tax reporting function including federal, state, and local taxes for clients of various industries and entity types. Researched and provided proactive tax planning and research as part of the client's financial advisory team which included working with attorneys, brokers, and bankers. Represented clients during IRS, state, and local jurisdiction audits.
- Primary technical reviewer for attest engagements which included compilations, reviews, and agreed upon procedures. Coordinated and facilitated financial reporting department meetings. Supervised the annual financial reporting inspection and worked with the quality peer review function. Performed GAAP research and implemented new pronouncements.
- Prepared business valuations for litigation support, estate, and gift tax purposes. Participated in conferences with attorneys in preparation for court hearings. Provided agreed-upon procedures in identifying and tracing of assets for divorce proceedings and to investigate for misappropriation of assets.
- Designed and implemented firm policy for the financial reporting and business valuation specialties. Evaluated software for implementation. Participated in implementation of overhauling the firm's billing philosophy. Supervision of client service team.
- Responsible for client billing, budget development and negotiation of fee arrangements.
Senior Auditor
ERNST & YOUNG, LLP
01.1994 - 05.1998
- Audit experience with SEC and private clients in the Entrepreneurial Services Group which included manufacturing, retail, and service specialties.
- Developed and designed audit approach to various industries and client risk assessment.
- Directed daily fieldwork, working with supervisors and client personnel.
- Supervision of staff including providing performance feedback and training.
- Researched and implemented solutions to complex accounting and auditing concepts and applied them to client situations.
- Prepared FAS 109 tax accrual workpapers.
- Prepared financial statements and accompanying footnotes.
- Developed budgets and performed variance analysis in accordance with firm profitability goals.
Education
Master of Science - Taxation
University of Cincinnati
Cincinnati, Ohio01.2018
Bachelor of Science - Accounting
Indiana University
Bloomington, Indiana01.1993
Skills
- Federal Tax Reporting-Passthroughs/C-corporations
- Multi-state Tax Compliance and Apportionment
- REIT Compliance and Monitoring
- Merger and Acquisition Integration
- Federal and State Controversy Resolution
- Tax Research and Planning
- GAAP versus Tax Basis Accounting
- Budget Projections
- Client Relationship Leader
- Technology Integration
- Team Supervision
- Project Management
- Policy Development and Implementation
- Financial Services Industry Specialization/Banking/Real Estate/Private Equity
- Cross-functional collaboration
Certification
CPA- active license in TN and OH
Timeline
Tax Senior Manager – Business Tax Services and Pass-Throughs
Deloitte Tax LLP
12.2021 - Current
Senior Tax Manager
H.I.G. Capital, LLC
01.2018 - 05.2018
Senior Vice President-Tax Segment Manager
Huntington Bancshares Incorporated
12.2007 - 11.2021
Certified Public Accountant and Account Manager
SNYDER & COMPANY
05.1998 - 12.2007
Senior Auditor
ERNST & YOUNG, LLP
01.1994 - 05.1998
Bachelor of Science - Accounting
Indiana University
Master of Science - Taxation
University of Cincinnati