Kimberly Phaneuf
Coventry
Summary
Dynamic and detail-oriented Senior Tax Manager with over 15+ years of experience in a Big 4 firm, specializing in federal and state corporate tax preparation. Proven ability to coordinate and manage multiple engagements simultaneously while maintaining direct communication with clients to ensure timely service delivery. Expertise in navigating complex tax regulations and staying informed about evolving tax laws, effectively addressing intricate tax issues with precision. Recognized for a strong commitment to excellence and a track record of consistently meeting deadlines without compromising quality.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Senior Tax Manager
Ernst & Young, LLP
Providence, RI
11.2011 - 09.2025
- Facilitated compliance management for corporate blockers in structures, supporting wealth and asset management operations.
- Cultivated and maintained successful management of various global 360 accounts, prioritizing two key anchor clients for sustained growth.
- Directed relationship management for 30 clients annually. Fostered teamwork within corporate blocker team in GDS, collaborating with over 100 team members to enhance project outcomes.
- Executed detailed tax return preparation for federal and state compliance, emphasizing accuracy in reporting for domestic and foreign corporations, consolidated returns, joint venture partnerships, and S corporations.
- Oversaw corporate filings for 5-6 foreign pension fund clients from Denmark, Sweden, and the UK at both federal and state levels.
Tax Manager
Ernst & Young, LLP
Providence, RI
11.2012 - 09.2013
- Facilitated investment initiatives for insurance clients to ensure accurate reporting for tax compliance.
- Strengthened wealth and asset management team effectiveness through client engagement and oversight of corporate-related activities.
Vice President – Corporate Tax Compliance Manager
RBS Citizens, N.A.
Providence, RI
11.2011 - 11.2012
- Directed compliance staff to ensure accurate and punctual filing of all federal and state tax documents, supporting regulatory adherence.
- Directed training and motivation initiatives for a team of 7 senior-level tax professionals.
- Identified and quantified tax exposures at federal and state levels, resulting in informed decision-making. Established reserve levels aligned with regulatory guidance, enhancing compliance and risk management.
- Evaluated and implemented updates on federal and state tax law changes, case law developments, and FASB pronouncements to uphold compliance with governing regulations.
Tax Manager
Ernst & Young, LLP
Providence, RI
01.2004 - 11.2011
- Assisted clients with various ad hoc projects including IRS appeals conferences, SOX 404 compliance, and FIN 48 implementation remediation. Supported investment portfolio analysis and provided tax opinions.
- Reviewed and prepared FAS109 and SSAP10 work papers to ensure accuracy in provision calculations.
- Managed comprehensive review and filing processes for federal and state income tax returns, ensuring compliance across 30+ states for both insurance and non-insurance entities.
- Identified and analyzed tax saving opportunities for clients. Engaged with subject matter professionals to develop effective strategies. Executed implementation plans to optimize client benefits.
- Served as primary liaison for Metro NY and NE regions, overseeing experiential development initiatives for insurance tax group staff.
Tax and Financial Planning Manager
Providence Washington Insurance Company
Providence, RI
01.1990 - 01.2004
- Negotiated New York State franchise tax audit assessment of $150,000, achieving a settlement of $4,000.
- Negotiated abatement of IRS penalties from B-notices, totaling $58,000 over multiple years.
- Facilitated pricing committee meetings to ensure timely submission of ETR by state LOB and company for rate filings.
- Oversaw tax, purchasing and financial planning departments, leading a team of four staff members.
- Oversaw completion and timely filing of federal consolidated and state income returns.
- Oversaw assembly and distribution of managed expenses for annual budget totaling approximately $36 million.
- Executed authorization for selected tax filings and approved check requisitions up to $100,000.
- Oversaw coordination, handling, and finalization of all tax-related audits and compliance checks at federal and state levels.
- Developed and executed a comprehensive tax filing calendar to facilitate timely submissions.
Tax Manager
Providence Washington Insurance Company
Providence, RI
01.2000 - 01.2001
- Redefined roles and centralized tasks to mitigate impact of attrition while effectively reducing purchasing expenditures by 5-10%.
Education
Master of Science in Taxation - Taxation
Bryant University
Smithfield, RI01.2001
BS - Accounting
Rhode Island College
Providence, RI01.1987
Skills
- Proficient in Excel and Word
- Corporate Taxation - Federal and State
- Familiar with EY in-house tools
- Teamwork and collaboration
- Multitasking Abilities
- Organizational skills
- Reliability
- Customer service
Affiliations
AICPA and RISCPA
Certification
CPA - Certified Public Accountant
MST - Master of Science in Taxation
Timeline
Tax Manager
Ernst & Young, LLP
11.2012 - 09.2013
Senior Tax Manager
Ernst & Young, LLP
11.2011 - 09.2025
Vice President – Corporate Tax Compliance Manager
RBS Citizens, N.A.
11.2011 - 11.2012
Tax Manager
Ernst & Young, LLP
01.2004 - 11.2011
Tax Manager
Providence Washington Insurance Company
01.2000 - 01.2001
Tax and Financial Planning Manager
Providence Washington Insurance Company
01.1990 - 01.2004
BS - Accounting
Rhode Island College
Master of Science in Taxation - Taxation
Bryant University