Lina Peterson
Keller,TX
Summary
CPA with 10+ years of tax experience in public accounting and multinational corporate environments. Experienced in federal, state, and international tax compliance, ASC 740 tax provision, foreign tax credits, depreciation, and Pillar Two reporting. Proven track record of managing complex tax projects, supporting ERP implementations, conducting technical tax research, and partnering cross-functionally to improve tax processes and ensure compliance.
Overview
11
11
years of professional experience
Work History
Senior Tax Analyst
Fluor Corporation
Irving, TX
06.2022 - Current
- Prepared corporate federal income tax returns.
- Prepared partnership income tax returns.
- Prepared international tax returns including form 5471, 8858, 8865.
- Prepared multi-state and local tax returns.
- Prepared quarterly state and local estimated payments calculation and extensions.
- Prepared book-to-tax adjustments for consolidated income tax returns.
- Prepared specialized tax calculations and forms, including FDII calculations.
- Managed the Pillar Two compliance process, including Constituent Entity (CE) list maintenance and safe harbor calculations for both tax provision and compliance purposes.
- Managed foreign tax credit calculations and import into return.
- Performed interest expense sourcing calculations for Form 1118.
- Assisted with quarterly and year-end tax provision processes, including major adjustments related to depreciation and stock-based compensation.
- Maintained full ownership of depreciation calculations for major entities, supporting quarterly tax provisions, year-end reconciliations, MQ conversion testing, and tax compliance.
- Assisted quarterly estimated payments calculation and payments request.
- Researched state tax notices and drafted responses to taxing authorities.
- Assisted with federal tax notices and prepared responses to the IRS.
- Calculated interest for FIN48 using BNA Corporate Tax Analyzer.
- Reviewed foreign tax reporting packages for accuracy and reasonableness and reconciled deferred tax balances to financial statement accounts.
- Conducted tax research on new tax legislation and technical tax issues, such as qualified leasehold improvements and stock repurchase excise tax matters.
Senior Tax Accountant
GameStop
Grapevine, TX
06.2021 - 06.2023
- Prepared and reviewed federal consolidated tax return and workpapers (book to tax reconciliation, temporary and permanent adjustments).
- Prepared and filed federal extension.
- Prepared and reviewed state and local workpapers (apportionment) and income/franchise tax returns. Prepared and reviewed quarterly estimated payments calculation and extensions.
- Prepared and reviewed federal and states amended returns.
- Tracked net operating loss carryovers, credits, overpayment carryovers.
- Assisted quarterly and year end provision.
- Monthly/quarterly tax accounts roll-forwards and reconciliations.
- Prepared and reviewed special state returns such as OH CAT, OR CAT, NV Commerce and local city licensing returns.
- Assisted IRS audit and notices.
- Responded state and city notices through letter, call, or online portal.
- Assisted with information requests for income tax audits for State Authorities. Assisted with FIN48.
- Maintained fixed assets for federal tax depreciation.
- Fully in charge of making all tax payments for federal and states and payments for third party companies who are assisting us.
- Tax research for federal, state, or international tax issues. (Checkpoint and Bloomberg)
- Admin of our tax software. Fully in charge of adding and deleting users.
- Communicated internally and externally (Treasury, AP, accounting, payroll, sales tax, third party companies such as big four)
Senior Tax Associate
Weaver
Fort Worth, TX
09.2019 - 06.2021
- Prepared and reviewed individual, corporation (S corp, partnership, C corp, non-profit organization) estate and trust, gift federal tax returns including complicated multi-states consolidated tax returns.
- Prepared and reviewed corporation state income tax returns.
- Tax provision and tax compliance. Federal and state quarterly and annually tax planning and estimate tax calculation.
- Financial reviewing and book adjustments and year-end closing entries.
- Maintain fixed assets in fixed asset software and tax software. Prepared and reviewed fixed asset roll forward work papers.
- Phone calls with IRS and state agents. Drafted IRS notice and state notice response letter.
- Federal, states and international tax matters as research and document the conclusions.
- Assisted client with quarterly estimated income tax payment.
Staff Accountant
EW Tax and Valuation Group, LLP
Dallas, TX
01.2017 - 08.2019
Staff Accountant
Bain & Schindele Tax Consulting
12.2015 - 01.2017
- Bought by EW Tax and Valuation Group in 2017
- Intern
- January 2015 - May 2015
- Prepared individual, corporation (S corp, partnership, C corp, non-profit organization) estate and trust, gift federal tax returns (CCH and Lacerte tax software).
- Prepared individual and corporation state income tax returns.
- Filed monthly state sales and use tax returns for corporations.
- Book keeping and book adjustment using QuickBooks. Reviewed book and made year end adjustment and closing entries before tax preparation.
- Prepared and reviewed quarterly and annually federal payroll tax returns including form 940, 941, W-2 and 1099s.
- Managed payroll tax monthly deposit.
- Drafted IRS or state notice response letter and helped with audit cases.
- Filed monthly state sales and use tax returns.
- Assisted tax planning and consulting proposal generation.
- Assisted client with quarterly estimated income tax payment.
Education
Master of Science - Accounting
University of Texas at Dallas
Dallas, TX05-2015
Bachelor of Science - Financial Management
Shandong Institute of Business and Technology
06-2013
Bachelor of Science - Finance
Shandong Institute of Business and Technology
06-2013
Skills
- Familiar with Form 1120, 1065, 1120S, 5471, 8858, 8865 and 720
- Tax Software: OneSource, CCH (Axcess, Fixed Asset, Engagement, Autoflow etc), Lacerte
- SAP, HFM, CCH Tagetik
- BNA fixed asset
- BNA Corporate Tax Analyzer
- VantagePoint
- QuickBooks (Desktop & Online)
- Alteryx, power query and hyperion report
- Microsoft excel (All basic functions and advanced functions such as Vlookup, pivot table etc)
- Tax Research tool: Checkpoint, Bloomberg
Timeline
Senior Tax Analyst
Fluor Corporation
06.2022 - Current
Senior Tax Accountant
GameStop
06.2021 - 06.2023
Senior Tax Associate
Weaver
09.2019 - 06.2021
Staff Accountant
EW Tax and Valuation Group, LLP
01.2017 - 08.2019
Staff Accountant
Bain & Schindele Tax Consulting
12.2015 - 01.2017
Bachelor of Science - Finance
Shandong Institute of Business and Technology
Bachelor of Science - Financial Management
Shandong Institute of Business and Technology
Master of Science - Accounting
University of Texas at Dallas