Tesa Kuay, CPA
Overland Park,KS
Summary
Experienced tax professional prepared for role, with proven ability to oversee tax compliance and strategic planning. Known for reliability and adaptability, ensuring accurate tax reporting and adherence to regulations. Strong focus on collaboration and achieving results, with expertise in tax law and problem-solving.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Tax Manager– Real Estate Focus
CBIZ Inc.
01.2023 - Current
- Prepared and reviewed complex 1065 returns, 1120 and 1120S returns, and HNW individuals return.
- Advised clients during IRS audits by providing documentation support and explanations for various transactions.
- Reviewed and analyzed financial records, tax returns, and income statements to ensure compliance with tax regulations.
- Computed reconciliations on tax general ledger accounts to verify account balances.
- Counseled clients on appropriate business structure LLC, S Corp., C Corp based on their specific needs and goals.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
Tax Director
Rotech Healthcare Holdings
01.2022 - 01.2023
- Develop and implement tax planning and strategies to minimize tax liabilities for the organization.
- Build the tax team to deliver value-added tax benefit and minimize the tax exposures.
- Ensure compliance with all federal, state, and local tax laws and regulations.
- Prepare and review tax returns, including corporate, partnership,state tax returns using Corptax.
- Provide guidance and support to the accounting team on all tax-related matters.
- Serves as tax expertise to other departments.
- Ensure timely and accurate quarterly and annual tax provision workpaper and footnotes preparation.
- Manage various direct and indirect tax audits, defend organization position and handle federal, state, and city tax authorities.
- Maintained strong relationships with regulatory authorities, efficiently resolving tax audits and disputes.
Tax Manager
Olam American, Inc.
01.2020 - 01.2022
- 263A,163J, FDII, BEAT, and M2 calculation
- Transfer pricing, Fixed asset management, Federal and State Tax Compliance Management, Tax Audit, Tax Provision, Sales & Use tax calculation, UNICAP calculation and analysis
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
Tax Manager
Digital Realty Trust, Inc.
01.2019 - 01.2020
- Heavily involve in Merge and acquisition activities, making sure the organization's structure in line with tax strategies.
- Manage and perform quarterly/annual income and asset REIT compliance tests to ensure that DLR maintains its REIT status.
- Perform quarterly tax provisions for corporate taxable REIT subsidiaries and foreign subsidiaries to ensure adequate tax reserves have been established.
- Coordinate with outside tax advisors to gather information requested in process of tax compliance to ensure timely and accurate tax return filings and payments with all appropriate agencies.
- Maintain accurate fixed asset tax basis information of assets including reviewing tax basis calculation and maintain 704C schedule for contributed/or 1031d assets with built-in-gains for disposition purpose.
Tax/Treasury Specialist
SRI International
01.2017 - 01.2019
- Technical expertise preparing workpapers and reviewing income tax return (990 and 990T).
- Analyze unrelated business income (UBI), conduct related tax research and defend tax audit with state/county tax authorities.
- Wide range of domestic and international tax law research for tax exempt organization.
- Handle withholding tax calculation and Federal/state withholding tax filling.
- Manage all tax compliance in multiple domestic and international jurisdictions, including tax audit, income tax, sales tax, property tax, and miscellaneous license fees and taxes.
- Reconcile general ledger account balances and post adjusting journal entries to record tax payments and adjustments.
- Cooperate with General Accounting team to review financial statement account balances and prepare disclosures related to income tax.
- Developed and delivered treasury-related training programs for finance professionals across the organization, promoting best practices in cash management, risk mitigation, and compliance.
Senior Tax Accountant
BXG Corporation
01.2014 - 01.2017
- Take a leading role in the year-end and quarterly tax provision process – preparing supporting schedules/work papers, importing data to OneSource Tax Provision (OTP), generating the reports, and preparing monthly ASC 740 reports and annual FIN 48 memos.
- Interact with local accountants and collect data to complete tax returns and schedules for various countries – Aruba, Bahamas, and Canada.
- Handle IRS audits, collaborate with various departments including sales accounting, corporate accounting, mortgage, and legal to fulfill IRS information requests.
- Handle various state income tax and sales/use tax audits –New York, North Carolina, Massachusetts, and Missouri.
- Responsible for the initial preparation of Federal and review state income and franchise tax returns.
- Responsible for the state apportionment calculation and schedules.
- Responsible for the preparing and reviewing major entities’ sales/use tax returns and TPP returns.
Tax Associate
Grant Thornton LLP
01.2013 - 01.2014
- Take a leading role in tax provision process – preparing supporting schedules/work papers, importing data to OneSource Tax Provision (OTP), generating the reports, and preparing monthly ASC 740 reports and annual FIN 48 memos.
- Handle tax provision for various entities in the petroleum, retail and non-profit industry.
- Responsible for tax return preparation including supporting work papers for various entities such as corporations (both C Corp and S Corp), partnerships, estates, trusts, non-profit and high worth individual.
- Perform account analysis and tax equalization calculation for U.S. Expatriates in Mexico and Canada.
- Review work papers and returns from Shared Service Center (GTSSC) and provide them review points and feedback.
Education
Master of Accountancy - tax focus
University of Arkansas, Sam M. Walton College of Business
01.2013
Bachelor of Science - Accounting
University of Arkansas, Sam M. Walton College of Business
01.2012
Skills
- Corptax
- Vertex
- OneSource Income Tax
- OneSource Tax Provision
- Lawson
- SAP
- ERP
- Laserfiche
- Fixed Asset Management
- Axcess (CCH)
- Caseware
- Sage Fixed Asset
Certification
- Florida Licensed CPA, 2014
- California CPA, 2020
- Missouri CPA, 2023
Timeline
Tax Manager– Real Estate Focus
CBIZ Inc.
01.2023 - Current
Tax Director
Rotech Healthcare Holdings
01.2022 - 01.2023
Tax Manager
Olam American, Inc.
01.2020 - 01.2022
Tax Manager
Digital Realty Trust, Inc.
01.2019 - 01.2020
Tax/Treasury Specialist
SRI International
01.2017 - 01.2019
Senior Tax Accountant
BXG Corporation
01.2014 - 01.2017
Tax Associate
Grant Thornton LLP
01.2013 - 01.2014
Bachelor of Science - Accounting
University of Arkansas, Sam M. Walton College of Business
Master of Accountancy - tax focus
University of Arkansas, Sam M. Walton College of Business