Matthew A. Bolden
Phoenix,AZ
Summary
Tax Professional with robust background in tax advisory and compliance. Adept at analyzing financial data, preparing tax filings, and implementing tax-saving strategies. Strong collaborator with results-driven approach, adapting seamlessly to evolving requirements. Known for reliability, problem-solving skills, and deep knowledge of tax regulations.
Overview
4
4
years of professional experience
Work History
International Tax Consultant II
Deloitte LLP
06.2024 - Current
- Preparing international tax returns primarily relating to 5471’s (Controlled Foreign Corporations) and 8858’s (Foreign Disregarded Entities), also including 8865’s (Foreign Partnerships) and form 926, 8621, and the 8990 series all of which feed into a US 1120/1040/990.
- This includes wrangling trial balances into an importable format, account mapping/ adjustments, posting book reclassifications and book to tax adjustments, and making Earnings and Profit adjustments to ultimately arrive at the taxable income of the corporation.
- Lastly, completing analysis on this final tested income to determine whether there is any subpart F, BEAT, or GILTI inclusions as well as determining if the companies tested income meets the de minimis or full inclusion threshold.
- Specially selected for short-term role as a loan-staff international tax analyst for one of the largest privately held companies in the United States. In addition to regular international tax compliance, this role included various software related items and workbook breakouts for the business group I was assigned to.
- Acting as a senior/project manager on several engagements which includes training new staff on the process, communicating with client and managers to ensure data is received with enough time to complete relevant analysis, relaying outstanding items/status, and ensuring a timely filing of the in-scope returns detailed within the engagement letter.
- Furthering my knowledge and experience within tax softwares CCH Axcess and GoSystem Tax RS by preparing relevant international returns (prior returns were limited to federal only) and learning how to prepare returns within Corptax which is heavily utilized in the international space.
- Independently developing fluency in the software listed above and due to this, often being asked by management to train others.
Federal Tax Consultant I
Deloitte LLP
10.2023 - 06.2024
- Start to finish preparation of a wide variety of high net worth individuals and large-scale tiered partnership returns which included trial balance mapping/adjustments, excel workpaper preparation (fixed asset analysis, capital and basis calculations, K-1/K-3 breakdowns), as well as software preparation of the returns and releasing for electronic filing.
- Participated in year end and quarterly tax provision audits as the tax specialist. This involved preparation of provision workpapers in accordance with data provided by the client, auditing selected tax accounts that exceeded materiality threshold, and explaining the reason behind variances and what accounts these relate to based on how the income tax provision was prepared vs. audited financial statements.
- Gained significant experience within the tax software CCH Axcess and GoSystems Tax RS and learned how returns are filed within these softwares, how to clear e-file errors in order to process returns successfully, and what necessary attachments are required by the IRS when filing returns.
Tax Intern
Deloitte LLP
06.2022 - 08.2022
- Provided help to first and second year tax consultants with the preparation of individual and partnership returns which included book keeping items, preparation of fixed asset workbooks/depreciation schedules, and return preparation within tax software.
- Completed various billing analysis files, workpaper roll-forwards, archiving of relevant files, detailed breakdown of organizational charts and analyzing changes year over year in corporate structures, and several data wrangling projects all of which contributed significantly to my understanding of the tax preparation process from a big picture perspective.
Tax Intern
Henry+Horne LLP
01.2022 - 04.2022
- Completed 1040 returns for approximately 50-100 individuals or spouses throughout spring busy season (April 15th filing deadline) in addition to some involvement with the preparation of small corporate returns for local businesses, and trusts/fiduciary returns.
- Assisted with bookkeeping tasks including bank/cash reconciliation, inputting journal entries via QuickBooks, and maintaining that proper YoY adjustments have been posted to the correct accounts.
- Researched relevant IRS concepts that applied to certain fact patterns or returns in process on and presenting these findings to managers/partners and discussing best way to approach these items.
Campus Ambassador
Becker Professional Education (CPA Exam Review)
08.2021 - 05.2022
- Represented Becker Professional Education on campus by fostering relationships with faculty and speaking with fellow students about the potential benefits the CPA exam can offer.
- Promoted the use of Becker to fellow finance and accounting students by leading informational sessions on the programs that were offered, cost breakdown, and relevant timeline in order to gain license/accreditation.
Facility Manager
Arizona State University
07.2021 - 08.2022
- Managed the Sun Devil Fitness Complex seeing upwards of 5,000 patrons daily.
- Oversaw facility supervisors and lifeguards throughout the complex to provide members with the best possible service, confirm proper safety protocols are being adhered to, cleanliness of complex is up to standard, and that all equipment and machinery is functioning properly throughout the building.
- Ensured the necessary risk management controls were in place and took proper steps in responding to emergencies throughout the complex.
Education
Master of Taxation and Data Analytics -
W. P. Carey School of Business, Arizona State University
Tempe, AZ05.2023
Bachelor of Science - Accounting
W. P. Carey School of Business, Arizona State University
Tempe, AZ05.2022
Skills
- Workpaper and return preparation of Individual Income Tax Returns, Partnerships , and S/C Corporations (US and International)
- Advanced excel proficiency - experience with creation of workbooks from client data to complete tax returns and formatting relevant information and analysis to present findings
- Tableau – used extensively during internships and graduate school coursework
- Data Wrangling – knowledge of automation process that can be implemented using Power Query/Power BI
- Tax Software – experience with CCH Axcess, GoSystems Tax RS, One Source Income Tax, and Corptax
- Tax Research - use of various research tools to analyze uncertain tax positions and present possible solutions to management based on relevant findings
Affiliations
Member of Beta Alpha Psi – Beta Tau Chapter: Honors Organization for Finance and Accounting Students
Timeline
International Tax Consultant II
Deloitte LLP
06.2024 - Current
Federal Tax Consultant I
Deloitte LLP
10.2023 - 06.2024
Tax Intern
Deloitte LLP
06.2022 - 08.2022
Tax Intern
Henry+Horne LLP
01.2022 - 04.2022
Campus Ambassador
Becker Professional Education (CPA Exam Review)
08.2021 - 05.2022
Facility Manager
Arizona State University
07.2021 - 08.2022
Bachelor of Science - Accounting
W. P. Carey School of Business, Arizona State University
Master of Taxation and Data Analytics -
W. P. Carey School of Business, Arizona State University