JENNIFER LEE
Milton,Massachusetts
Summary
Lead tax function responsible for all reporting and compliance requirements of a publicly traded company including global tax provision process and internal controls, tax planning, tax technology efficiency, global mobility, transfer pricing, accounting methods, and domestic and foreign tax examinations.
Overview
23
23
years of professional experience
Work History
Global Director of Tax
CRA International, Inc.
12.2014 - Current
- Adopted and implemented a new transfer pricing methodology that allowed for the release of valuation allowances in multiple jurisdictions, thereby lowing the effective tax rate.
- Effected a new way of considering our state revenue apportionment which shifted us from over 100% apportionment to 'no-where' apportionment, thereby lowering the effective tax rate.
- Led effort alongside the business to establish a new entity in the complex tax jurisdiction of Brazil. Set up with local partners all financial administration functions such as invoicing, payroll, and accounts payable, all of which include indirect tax implications.
- Partner with Human Capital and Immigration to automate and create a Global Mobility reporting tool that has removed the necessity of biweekly meetings to discuss requests.
- Implemented new provision software (OneSource Tax Provision, or "OTP") along with advisors to create an efficient process that cut days off of our consolidation effort.
- Ensured that the expansive Tax Cuts and Jobs Act was planned for and properly effected within Company results, along with all global tax reform.
- Remediated material weaknesses and a significant deficiency in internal controls over the income tax processes.
- Closed a contentious foreign audit and oversaw an expansive foreign voluntary disclosure submission.
- Featured 'Client' in RSM's National Webcast on how RSM and CRA partnered to implement technology.
- Leadership Team Member for CRA's Employee Resource Group, Women@CRA.
Director, Tax Accounting & Tax Planning
Covidien, plc
03.2014 - 12.2014
- Responsible for ASC 805 tax accounting role, including all transactions such as acquisitions, restructurings, divestitures, and buy-ins
- Highlights include accounting for a global acquisition, working through Israeli implications of a US group extraction, and analysis and calculation of necessary entries for various buy-ins.
Director of Domestic Tax and Tax Reporting
TripAdvisor, Inc.
08.2013 - 03.2014
- Oversaw and managed a team of four in all aspects of the quarterly and year-end tax provision process
- Highlights include working with FP&A and Accounting to develop a more accurate legal entity forecasting methodology, assessing an uncertain tax position, and overseeing the accounting for the intercompany sale of goodwill and intangible property.
Senior Tax Manager
TripAdvisor, Inc.
10.2012 - 08.2013
- Primary responsibility of this role included owning all aspects of the ASC 740 process
- Highlights include overseeing a research and development tax credit study, leading a manufacturing deduction study, and managing the review of the company's UK and Singapore tax provision.
Tax Director
PricewaterhouseCoopers LLP
07.2012 - 09.2012
- Reviewed a company position regarding reassessment and change to their original valuation of their Non-North America Intellectual Property
- Led proposal effort for global tax accounting outsourcing.
Tax Manager
PricewaterhouseCoopers LLP
09.2008 - 06.2012
- Managed year-end audits and quarterly reviews of a multi-national company, travelled to Tel Aviv to assess tax implications, assisted in coordination and management of a non-US tax basis balance sheet project, solicited and compiled information for an ARB 51 project, developed extensive network of colleagues and clients, and coached and mentored interns and new associates.
Tax Senior Associate
PricewaterhouseCoopers LLP
09.2004 - 08.2008
- Examined international aspects of FAS 109 review, prepared analysis on impact to effective tax rate in connection to international restructuring, prepared and reviewed Forms 5471 and 1118, developed relationships with PwC international network, and instructed 'National Intern' training.
Tax Associate
PricewaterhouseCoopers LLP
06.2001 - 08.2004
- Reviewed income tax accounting and financial reporting computations, performed consulting projects, prepared and reviewed multinational, multi-state corporate tax returns, developed relationships with clients and staff members.
Canadian Senior Accounting Clerk
The Gillette Company
06.2000 - 05.2001
- Reconciled Canadian intercompany accounts, investigated and resolved mismatches, provided assistance to the Canadian Senior Accountant, and assisted in training other senior accounting clerks.
Education
MST -
Northeastern University
Boston, MA05.2005
BSBA -
Northeastern University
Boston, MA05.2001
Skills
- Global Access Modules/OneSource Tax Provision
- Tax Operations Manager
- BNA Library
- CCH Tax Research Network
- RIA Checkpoint
- Go Systems RS
- Superform Tax for the Internet
- FAS Asset Accounting
- Microsoft Word
- Excel
- Power Point
- SAP
- Lotus Notes Mail
Credential
Commonwealth of Massachusetts Board Certified Public Accountant
Leadership Program
Invited and requested to participate in TripAdvisor's Leadership Development Program.
Swiftie! Will travel!
If interested, I can fill you in on an upcoming adventure!
Timeline
Global Director of Tax
CRA International, Inc.
12.2014 - Current
Director, Tax Accounting & Tax Planning
Covidien, plc
03.2014 - 12.2014
Director of Domestic Tax and Tax Reporting
TripAdvisor, Inc.
08.2013 - 03.2014
Senior Tax Manager
TripAdvisor, Inc.
10.2012 - 08.2013
Tax Director
PricewaterhouseCoopers LLP
07.2012 - 09.2012
Tax Manager
PricewaterhouseCoopers LLP
09.2008 - 06.2012
Tax Senior Associate
PricewaterhouseCoopers LLP
09.2004 - 08.2008
Tax Associate
PricewaterhouseCoopers LLP
06.2001 - 08.2004
Canadian Senior Accounting Clerk
The Gillette Company
06.2000 - 05.2001
MST -
Northeastern University
BSBA -
Northeastern University
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