Howard Rochon

• Prepared business tax returns for domestic US and foreign corporate subsidiaries, ensuring compliance with federal and local regulations.

Manage all aspects of corporate taxation for North American as well as supporting global tax management. This includes direct and indirect tax, exempt organization taxation and excise tax. Lead initiative to update transfer pricing practices as well as updating intercompany distributor agreements. Partnered with internal legal team to streamline corporate organization structure, eliminating dormant and unused legal entities.

• Key results:
• Lead implementation of new sales tax platform concurrent with implementation of NetSuite
• Developed global transfer pricing process, including updated intercompany distributor agreements
• Partner with multi-disciplinary teams on a wide array of projects to advance corporate objectives
• Reviewed all state tax and business annual business license filings

• Served as contractor for a boutique finance firm, preparing and reviewing tax filings for local corporate entities as well as high net-worth individuals. Assisted the internal tax team in filing all required tax returns in a complete and timely manner.

• Manage the insourcing of annual and interim tax provision reporting processes, including the implementation of Onesource Dataflow, Workflow and Tax Provision platforms, with a focus on efficiency, automation and the ability to refresh data within a very short turnaround time. Lead team recruiting efforts to identify, recruit and hire “Big 4 Caliber” talent, work with various finance departments in support of Treasury, External Reporting, Internal Audit, etc.
• Key results:
• Monitor Federal State and International tax legislation changes on a quarterly basis, performing research and memoranda write-ups for all changes relevant to company.
• Participate in quarterly and annual ASC 740 reviews and update positions as necessary
• Manage international audits, aggressively defending positions.
• Manage insourcing and development of interim and annual tax provision reporting processes as well as the implementation of the Onesource Tax Provision, DataFlow and WorkFlow platforms, maximizing efficiency, accuracy as well as workpaper development and standardization.
• Develop and standardize the interim tax reporting process with respect to supporting External Reporting’s production of the 10-Qs and 10-K.
• Use “outside of the box” recruiting techniques to identify, recruit and hire high caliber talent, help to develop and grow the talent once in place.

• Manage a wide variety of corporate, partnership and individual tax compliance engagements across a wide array of industries. Develop staff through active management of projects and engagements, deliver timely and complete work product to senior management as well as external clients.

• Manager primarily responsible for federal, state and local tax compliance, with additional responsibilities involving tax accounting, tax incentive planning, state audit defense and management, staff recruiting, development and management.
• Key results:
• Manage a finely tuned tax compliance team of up to 6 Tax Seniors and Associates, fostering a collaborative environment that improves productivity, individual accountability and team morale.
• Perform periodic ASC 740 reviews and updates, managing the workload across the team
• Manage federal and state audits, aggressively defending positions including appealing state initial assessments resulting in significant savings.

• Coordinate, facilitate and review all investment related tax adjustments and positions.
• Plan, develop and implement partnership investment process and database.
• Survey senior finance personal regarding potential tax shelter activity; develop tracking method for Sarbanes-Oxley purposes.
• Support all investment related tax needs for business units across the enterprise.

• Manage and participate in the preparation of corporate income tax provisions and Federal income tax returns.
• Facilitate internal and external Federal and State audits with respect to the consolidated filing group and individual legal entities.
• Analyze and discern the tax impact of complex corporate transactions.
• Coordinate initial enterprise-wide implementation of CORPTax ETS software

• Prepare property and casualty income tax provisions. Calculate loss reserve discounting tax adjustments. Assist with coordinating migration from a solely SSAP10 tax provision to FAS109 enterprise provision.

• Oversee the timely and accurate preparation of federal and state tax returns and supporting documentation. Research and analyze corporate tax issues and prepare summary memoranda. Prepare corporate income tax provisions pursuant to FAS109. Provide research and analytical support for audits and prepare response to tax authorities.

• Prepared and organized corporate, individual and fiduciary tax returns and supporting workpapers and schedules with concentration in financial services industry. Identified, analyzed and researched issues relevant to tax minimization. Participated in and initiated recruiting and new hire training. Trained for participation on the CORPTax implementation team.