IZABELLA SOTO
Tampa,FL
Summary
Dynamic and highly qualified Senior Tax Accountant with extensive knowledge of accounting principles and income tax procedures. Ten years of experience, including roles in corporate tax and public accounting. Works well in a team environment. Seeking new challenges and growth opportunities to contribute to a dynamic team in providing remarkable client service.
Overview
12
12
years of professional experience
Work History
Senior Tax Accountant
Cross Country Healthcare
06.2021 - Current
- Oversee the US Federal and state compliance process for 13 US entities. Over 130 state & local income tax returns are filed.
- Review of M-3 calculations, specific Federal and state calculations, and Federal and state tax returns.
- Prepare eliminations and consolidate entities for tax purposes.
- Extensive experience with ASC 740. Review US tax provisions quarterly. Apply ASC 740 rules effectively to maintain appropriate tax accounts for financial reporting.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Researched and provided summary memos on technical tax issues as requested.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Classified assets correctly to properly account for depreciation on routine filings.
- Engage in discussions with various state tax authorities to resolve disputes and audits. Supervised audits for states that are known for their difficult tax laws, including California, Connecticut, Ohio, New York, and Louisiana.
- Collaborate with large and small accounting and legal firms on tax savings projects, including R&D tax credit studies. Comfortable working with partners to staff in order to find ways to create tax benefits.
- Train staff staff on a wide variety of tax compliance matters. Effectively manage the process and ensure deliverables are completed in a thorough, thoughtful, and efficient manner.
Senior Income Tax Analyst
Walt Disney World Company
12.2019 - 06.2021
- Coordinate/review state income tax returns estimated payments and extensions.
- Review weekly, monthly and AOP cash tax projections and forecasts to support the company’s Financial Planning & Analysis Department
- Review and analyze income/franchise tax returns and advise on income/franchise tax matters
- Preparation and analysis of quarterly and year-end tax provision calculations
- Prepare written tax advice related to a variety of state tax issues, multi-state income tax planning, voluntary disclosure agreements, credits and incentives, and income tax accounting.
- Conduct tax research related to federal conformity, consolidated/unitary filing requirements, apportionment methodologies, domicile, and other multi-state issues.
- Develop and implement processes that allow automation and create time saving opportunities. (Automation of State Tax M-1, FIN 48 and NOL Tracking work papers by using Power Pivot and Power Queries in Excel)
- Assist with workflow/project management, including supervision of Tax Analysts/Interns
Senior Income Tax Accountant
Redbox Automated Retail LLC
01.2016 - 11.2019
- Supervise functions such as reconciling, verifying, balancing preparing and analyzing various reports related to tax reporting.
- Accountable for answering external auditor questions regarding ASC 740
- Review and assist in preparing of federal consolidated tax return and for consolidated state income/franchise taxes
- Review calculations for estimated tax payments and tracking of tax payable for the consolidated group
- Coordinate and review preparation of quarterly income tax provision for Redbox and parent companies in accordance with ASC 740.
- Provide monthly tax journal entry to accounting department.
- Prepare Tax Basis Balance Sheets and section 861 allocations.
- Responsible for organizing the Company’s R&D Tax Credit Study
- Responsible for international tax compliance 5471, 8865 & 1118.
- Responsible for Tax software (CorpTax & One Source Provision) maintenance, rollover and updates.
Tax Analyst
Devry Education Group
03.2014 - 01.2016
- Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Researched tax issues and stayed current on all federal and state tax laws.
- Gathered data and file not for profit tax return.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- In charge of fixed assets tax function. Including computing tax depreciation and maintaining fixed assets tax software (additions, transfers, disposals).
- Prepare cash tax projections and forecasts to support the company’s Financial Planning & Analysis Department
- Prepare work papers and form 5471, 5472 and 8858 in connection with 12 foreign CFCs.
Tax Consultant
Deloitte
04.2012 - 03.2014
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
- Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
- Compile complex federal, state and local tax returns for corporate clients using OneSource and CorpTaX.
- Prepare trust returns.
- Prepare complex partnership returns and K-1s.
- Prepare High Net Worth Individual Tax Returns
Education
Master of Science - Accounting
DeVry University
Downers Grove, IL06.2020
Bachelor of Arts - Accounting And Finance
North Central College
Naperville, IL06.2014
Skills
- Federal and state compliance expertise
- IRS and state audits
- Extensive ASC 740 knowledge
- Consolidated filing groups
- Skilled in One Source Income Tax, One Source Tax Provision and CorpTax
- General Ledger Reconciliations
- Forecasting
Timeline
Senior Tax Accountant
Cross Country Healthcare
06.2021 - Current
Senior Income Tax Analyst
Walt Disney World Company
12.2019 - 06.2021
Senior Income Tax Accountant
Redbox Automated Retail LLC
01.2016 - 11.2019
Tax Analyst
Devry Education Group
03.2014 - 01.2016
Tax Consultant
Deloitte
04.2012 - 03.2014
Master of Science - Accounting
DeVry University
Bachelor of Arts - Accounting And Finance
North Central College
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