Summary
Overview
Work History
Education
Skills
Accomplishments
Honorsawardsorganizations
References
Timeline
Generic

Paula Curry

Melissa,TX

Summary

Proactive State Tax Professional with strong background in state tax compliance and consulting, tax best practices, research and planning, data mining and analysis, audit controversy, tax software and training, and ERP implementation .

Overview

44
44
years of professional experience

Work History

State Income Tax Manager

EXp World Holdings, Inc.
02.2023 - Current
  • Manage State & Local Income Tax Compliance for all Domestic Legal Entities
  • Research State & Local Income Tax issues related to tax compliance and tax provision
  • Handle state tax audits and notices
  • Collaborate with Team Members in Federal return analysis and prep, Provision, and Sales & Use Tax compliance.

State Income Tax Manager

McAfee, LLC
06.2019 - 01.2023
  • Reviewed State & Local Income Tax Compliance for all Domestic Legal Entities
  • Reviewed State and Local Income Tax Provision using Onesource Tax Provision Software
  • Researched State & Local Income Tax Research issues related to Compliance and Provision.
  • Tracked, identified, and analyzed state legislative changes which impact State Tax Provision
  • CORPTAX State Tax Administrator
  • Trained, mentored, and developed Tax Staff members
  • Developed State & Local Income Tax policies and procedures
  • Managed state tax accruals and reconciliations using SAP and Blackline
  • Handled state tax audits and notices.

Tax Consultant

VACO Dallas, LLC
10.2017 - 05.2019
  • Researched tax issues on contracts and handled special projects and in response to taxability questions from various business operational personnel for Toyota Motors North America (TMNA)
  • Handled Indirect Tax compliance, tax accruals, and tax reconciliations for all of TMNA North America manufacturing operations
  • Handled Federal Excise Tax compliance on Insurance
  • Handled various business' annual reports and Franchise tax compliance
  • Handled Unclaimed property tax compliance and resolution
  • Assisted on tax amnesty and sales & use tax audit issues
  • Collaborated with a Tax Team on the configuration and testing for an SAP ERP implementation
  • Collaborated with a Tax Team on a special project, resulting in $6 Million of tax savings
  • Performed data queries, data cleansing, and analysis for sales tax audits

Tax Consultant, Federal, State & Local, and International Taxes

Self Employed Tax Consultant
01.2016 - 09.2017
  • Researched the taxability of company products and services for Sales & Use, GST, and VAT taxes
  • Identified and calculated potential tax exposures for tax accruals and reserves
  • Reviewed state income tax provision and state income tax estimates and extensions
  • Researched State income tax issues
  • Amended state income tax returns
  • Calculated state tax credits
  • Reconciled state and local apportionment
  • Prepared schedules and analyses in response to state income tax audit IDRs
  • Analyzed the impact of state tax legislation on state deferred taxes
  • Prepared 5471s using ONESOURCE tax software
  • Analyzed group member intercompany transactions to perform combined and unitary state analyses
  • Calculated distortion ratios for requests for state alternative apportionment
  • Calculated Federal charitable deductions, fuels tax credit and preparing the Federal return
  • Calculated cash tax forecasts
  • Handled tax notices
  • Estimated property tax forecasts and property tax notices and issues
  • Performed data mining, data analyses, reconciling revenues, and prepared operating tax reconciliations
  • Analyzed and calculated capitalized labor costs
  • Provided tax guidance in the implementation of the Fixed Assets and Billing software applications
  • Handled annual reports, business license taxes, and various tax registrations
  • Researched Federal, State, & Local tax issues
  • Handled Federal, International, and State & Local Income Tax compliance, including estimates and extensions
  • Handled state withdrawals
  • Assisted the Tax Director in handling and researching tax audits, issues, and IDRs
  • Researched, calculated tax forecasts, and handled tax claims for bankruptcy
  • Providied Sales & Use Tax advice to business operational people and other Departments on new customer contracts

Tax Manager, Compliance, State & Local Income Tax

McKesson Corporation
04.2014 - 12.2015
  • Prepared State Income & Franchise Tax Compliance for all state tax returns, estimates, and extensions for assigned companies
  • Handled state tax notices
  • Prepared the annual Franchise Tax Budget and the Franchise Tax True Up for McKesson Corporation and all its Businesses
  • Identified and analyzing state tax legislation
  • Prepared state income tax provision and true-up for assigned companies.

Tax Manager, Special Projects & Compliance, State & Local Income Tax

Xerox Business Services, LLC.
06.2008 - 04.2014
  • Developed electronic income tax compliance policies and procedures and training on those procedures, including complete electronic return preparation and review using Acrobat Adobe Standard software
  • Identified and applied for state tax credits and incentives, and collaborted with Local Tax Credits & Incentives Coordinators
  • Reviewed State Income & Franchise Tax Compliance for all state tax returns, estimates, and extensions
  • Reviewed current income tax procedures and developing streamlined process improvements
  • Developed, trained, mentored, reviewed, and oversaw the Offshore State Income Tax Compliance Initiative for our Jamaica operations
  • Performed JD Edwards OneWorld data mining, analysis, and apportionment downloads for state tax compliance, tax credits, and tax planning
  • Assisted in State Income Tax audits by responding to IDRs
  • Evaluated and developed ways to fully utilize CORPTAX software and its functionalities to assist in the State Tax provision process, tax credit tracking, and net operating losses
  • Handled state tax notices, due diligence, and tax clearances related to mergers, acquisitions, and dissolutions
  • Managed State Tax Staff and Contractors
  • Implemented of ONESOURCE State Income Tax, ONESOURCE Apportionment, and Estimated Tax Payment Software for the State Income Tax Group
  • Served as the State CORPTAX Administrator, Power User, Trainer, and Troubleshooter
  • Served as the State ONESOURCE Administrator, Power User, Trainer, and Troubleshooter
  • Performed State Tax Provision calculations
  • Identified and analyzed state tax legislation.

Consulting Tax Accountant, Research and Special Projects, State & Local Sales & Use Tax

Raytheon Company
09.2006 - 05.2008
  • Performed multi-state sales & use tax research and advice on the taxability of sales and purchase transactions, bids and proposals, contracts, acquisitions, business licenses and tax registrations, gross receipts taxes, business & occupation taxes, and tax audit issues
  • Performed State sales & use tax audit support through the extraction and manipulation of data utilizing SAP, BW, Excel, Access, and ACL software applications
  • Provided Sales & Use tax training (from the seller’s perspective), and training on various software applications
  • Utilized strong computer skills in data manipulation, database development, training, querying, ad-hoc reporting, and research utilizing SAP, BW, Excel, Word, Access, ACL, PowerPoint, CCH, and other Internet software applications and tools
  • Assisted in the development, review, and update of the Corporate Sales & Use Tax Policy
  • Assisted in the development, review, and update of SOX 404 Sales & Use Tax controls
  • Identified sales & use tax incentives and non-utilized sales & use tax exemptions
  • Maintained and updated Raytheon’s Sales, Use & Property Tax website, with various automated tax tools and taxability manuals
  • Successfully identified significant, favorable court case rulings, resulting in $14 Million of sales & use tax savings
  • Provided key multi-state sales & use tax research for merger, acquisition, and disposition activity for the Corporation.

Senior Tax Analyst, State & Local Income Tax Research and Planning/Property Tax

Waste Management, Inc.
07.2001 - 08.2006
  • Performed multistate income/franchise tax research and planning on tax compliance issues (i.e., special purpose entities, filing positions, business – nonbusiness income issues, dividend treatment, tax credits, etc.) and business reorganizations, mergers, and acquisitions
  • Performed multiState non-income (sales & use, property/ad valorem, excise, and transfer) tax research on business reorganizations, mergers, acquisitions, tax credits, and vehicle leasing companies
  • Assisted in the review of state tax accruals, state tax returns, and the state effective tax rate
  • Provided state tax audit support (income and non-income tax) through the development of databases utilizing Excel, Access, PeopleSoft, and ACL software
  • Drafted and prepared PowerPoint presentation materials for our State & Local Tax Director’s oral presentation at National Tax Executive’s Conferences
  • Drafed and submitted white tax position papers on income tax issues for publication by professional tax organizations
  • Utilized strong computer skills in data manipulation, database development, training, querying, ad-hoc reporting, and research utilizing PeopleSoft, CORPTax, Marvin F. Poer & Company’s Property Tax Management System, Excel, Word, Access, ACL, and PowerPoint, and other Internet software applications
  • Provided data to assist the Treasury Department in acquiring municipal bonds; provided audit support with data extractions for the State Income Tax Group, the State Sales & Use Tax Group, and the Federal Income Tax Group; and also provided data extractions for the Fleet Department and for Fuels Tax audits, compliance, and refunds
  • Managed personal property tax budgets, audits, databases, tax inquiries, tax liens and lawsuits, affidavits, tax foreclosures, and issues received from Tax Assessors and field personnel for our approximately 500,000 assets located in 39,000 personal property locations throughout the U.S
  • Applied for and received pollution control certifications and assisting our Tax Consultants in acquiring state tax incentives
  • Researched and discovered $5 Million of non-utilized Income Tax Credits within the first six-months of tenure
  • Developed SOX 404 Personal Property Tax controls and successfully demonstrated their application during our SOX audits performed by our external corporate auditors.

Senior State & Local Tax Analyst, State & Local Tax Department

Lockheed Martin Corporation
04.1997 - 06.2001
  • Performed multistate non-income (sales & use, property/ad valorem, gross receipts, and business license) tax research and planning on company contracts, contract proposals, inter and intracompany transactions, bulk and occasional sales transactions, business reorganizations, acquisitions, dispositions, mergers, joint ventures, new products and services, and procurement and purchasing transactions
  • Conducted tax project management on E-Commerce and electronic solutions for the corporation
  • Established tax best practices on SAP, Oracle, and PeopleSoft ERP financial applications; B2B transactions, purchasing cards, billing, and accounts payable, and EDI and ERS transactions
  • Provided technical knowledge, experience, and LAN administration of the following software applications: VERTEX Quantum-Sales & Use and Property Tax, RIA Insource Sales & Use Tax, ACL Statistical Sampling Software, CCH and RIA Multi-State tax research tools, and BNA Multi-State Tax Portfolios and Interactive Forms
  • Supervised the review of state & local non-income tax (sales & use, property/ad valorem, business licenses and fees, excise, and gross receipts) compliance performed by Tax Analysts
  • Trained Tax Analysts in the areas of tax compliance and software applications
  • Conducted sales & use tax training throughout the company to various businesses and business personnel
  • Performed tax analysis and tax accruals for business operations
  • Assisted the Tax Director in the establishment of the State & Local Tax Department
  • Assisted in the departmental development of tax analysis and compliance guidelines, policies, and procedures
  • Collaborated in employee candidate interviews, departmental budgets, corporate reorganization due diligence reviews, and Tax Analysts’ professional development, training, and performance reviews
  • Conducted project management on state & local non-income tax audits and managed audits.

State & Local Tax Specialist, State & Local Tax Research and Planning

Bell Atlantic Network Services, Inc.
02.1995 - 03.1997
  • Performed multistate tax (income, franchise/net worth, sales & use, property/ad valorem, business licenses and fees, excise, gross receipts, telecommunications, public utility and miscellaneous fees) research and planning on inter and intracompany transactions, bulk and occasional sales transactions, business reorganizations, acquisitions, dispositions, mergers, joint ventures, start-up companies, new products and services, local, long-distance, cellular/wireless services, tax audit issues, and procurement and purchasing transactions
  • Conducted tax project management on electronic solutions for the corporation
  • Established of tax best practices on PeopleSoft ERP financial applications, purchasing cards, billing and accounts payable, and EDI and ERS transactions
  • Provided technical knowledge and experience of CCH and West Law tax research tools
  • Developed standardized reporting and automation of computer applications for property tax compliance for various entities
  • Developed state and local sales and use tax guidelines and exemption procedures for the corporation and its legal entities
  • Advised new entities in establishing tax calculation modules for their billing and purchasing systems, and for providing guidance in all state & local tax compliance
  • Automated all corporate non-income tax compliance
  • Corrected the property tax jurisdictional database for one of the major corporate legal entities for property tax compliance
  • Developed written sales and use tax guidelines for incorporation into the current corporate purchasing manual
  • Provided sales and use tax training for various organizations and departments within the corporation.

Senior State & Local Tax Consultant

Ernst & Young, LLP
01.1994 - 02.1995
  • Performed State & local tax (income, withholding, benefits, unemployment and workers compensation, sales and use, and annual reports) consulting for all types of taxpayers (individual, S Corporations, partnerships, and corporate)
  • Provided multi-state tax research and planning in these areas
  • Reviewed state & local tax compliance for all states, as well as some state and local tax preparation
  • Assisted in finding an $800,000 tax savings for a key client
  • Reversed a Texas Franchise Tax audit from a $41,000 assessment to a $1,000 tax refund for another key client.

Field Tax Examiner

Vermont Department of Taxes
01.1992 - 10.1993
  • Managed sales and use, withholding, corporate income, meals and rooms, and motor fuels tax audits of various business entities.

Tax Accountant

Halliburton Company
05.1989 - 10.1991
  • Handled multistate income and franchise tax, and annual report compliance in 49 states for separate, unitary, combined, consolidated, water's edge, and worldwide corporate tax filings
  • Served as a company advocate in multi-state tax audits
  • Developed standardized state & local tax reporting information for use by corporate legal entities for incorporation into Arthur Andersen Tax Director Corporate Tax Software
  • Served as the company state & local tax advocate for advising Arthur Andersen personnel regarding enhancements to the tax software, and was responsible for training users on the use of the state & local tax software for compliance.

Senior Tax Accountant

Computer Language Research, Inc. (FASTTAX)
06.1987 - 05.1989
  • Researched and the developed of computerized federal, state, and local tax compliance software
  • Served as a Team Leader
  • Trained other Tax Accountants, as well as reviewed their developed software applications.

Tax Accountant/General Accountant

Moore Business Forms & Systems, Inc.
05.1980 - 06.1986
  • Multi-state sales and use tax, property tax, and business license compliance in 26 states (southeastern through the southwestern U.S.)
  • Assisted in the development of the Tax Department for the Southern/Western Division of the corporation
  • Established written guidelines for sales and use tax exemptions
  • Served as a company advocate in multi-state sales and use tax audits
  • Prepared monthly financial statements, budgets, account analysis, account reconciliations, and bank account reconciliations.

Education

Bachelor of Science - Accounting -

University of North Texas
Denton, TX

Skills

  • State and Local Tax Knowledge
  • Tax Advisory Services
  • Tax Process Improvement
  • Tax Research Abilities
  • Proactive and Focused
  • Tax Software Mastery
  • Tax Controversy Resolution
  • Tax Mergers and Acquisitions
  • Tax Due Diligence
  • Staff Management
  • Decision-Making
  • Team Collaboration

Accomplishments

  • Proficient in Excel, Power Point, ACL (Audit Control Language), Word, CCH, RIA, Lexis Nexis, and data mining and analysis
  • Served as a Corptax State Administrator and a OneSource State Tax Administrator, and trained Tax Staff on the software
  • Provided technical state tax research, resulting in $14 Million of tax savings in a state tax audit
  • Collaborated with a Tax Team on a corporate research project, resulting in $6 Million of tax savings
  • Performed due diligence and state tax research on multiple M&A activities


Honorsawardsorganizations

  • Cambridge Who’s Who Registry of Executives, Professionals, and Entrepreneurs, 2009-2010.
  • Outstanding Young Women of America, 1985.
  • 100 Most Notable Women of Texas, 1984.
  • Delta Sigma Theta Sorority

References

REFERENCES FURNISHED UPON REQUEST

Timeline

State Income Tax Manager

EXp World Holdings, Inc.
02.2023 - Current

State Income Tax Manager

McAfee, LLC
06.2019 - 01.2023

Tax Consultant

VACO Dallas, LLC
10.2017 - 05.2019

Tax Consultant, Federal, State & Local, and International Taxes

Self Employed Tax Consultant
01.2016 - 09.2017

Tax Manager, Compliance, State & Local Income Tax

McKesson Corporation
04.2014 - 12.2015

Tax Manager, Special Projects & Compliance, State & Local Income Tax

Xerox Business Services, LLC.
06.2008 - 04.2014

Consulting Tax Accountant, Research and Special Projects, State & Local Sales & Use Tax

Raytheon Company
09.2006 - 05.2008

Senior Tax Analyst, State & Local Income Tax Research and Planning/Property Tax

Waste Management, Inc.
07.2001 - 08.2006

Senior State & Local Tax Analyst, State & Local Tax Department

Lockheed Martin Corporation
04.1997 - 06.2001

State & Local Tax Specialist, State & Local Tax Research and Planning

Bell Atlantic Network Services, Inc.
02.1995 - 03.1997

Senior State & Local Tax Consultant

Ernst & Young, LLP
01.1994 - 02.1995

Field Tax Examiner

Vermont Department of Taxes
01.1992 - 10.1993

Tax Accountant

Halliburton Company
05.1989 - 10.1991

Senior Tax Accountant

Computer Language Research, Inc. (FASTTAX)
06.1987 - 05.1989

Tax Accountant/General Accountant

Moore Business Forms & Systems, Inc.
05.1980 - 06.1986

Bachelor of Science - Accounting -

University of North Texas

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