• Conducts in-depth review of clients' processes, procedures and tax reporting systems to assure that they are following the GAAP, ASC 740 rules .
• Meet with IT department to assure that all tax reporting enhancements are updated.
• Develops a comprehensive plan that will bring you and/or your company into voluntary compliance mode utilizing GAAP, ASC 740 rules.
• Challenges any current penalties that may be pending.
• Establishes processes and procedures that will mitigate any future penalty exposure under the GAAP guidelines .
• Reviews IRS tax transcripts of clients' federal tax accounts to determine if previously paid penalties and interest can currently be challenged and paid monies be recovered through refunds.
• Reduces or eliminates Form 941/Schedule B "averaging penalties" on Employment Tax returns.
• Review and identify any penalty and interest assessments resulting from Mergers and Acquisitions activities that may have negatively impacted the Employment Tax and Information Reporting areas.
• Prepare a comprehensive report of the problem areas and develop a first year implementation guide to mitigate any future issues.
• File IRS Appeals on any of the above-listed matters including Office of the Taxpayer Advocate Relief requests.

• Resolved all high dollar amount penalty and interest assessments through negotiation.
• Was Subject Matter Expert on all Tax and GAAP related matters.
• Interfaced with IT and pertinent business units to assure that all required updates to the system were enacted so as to remain compliant with current tax legislation and /or regulations and the GAAP, ASC 740 guidelines.
• As a Sr. Project Manager I completed 3 major Projects: Puerto Rico W-2 Reporting, New Jersey Benefits Reporting and US Federal Accelerated W-2 Reporting.
• Provided technical tax support on all arbitration/and or litigation matters.
• Created Tax Controversy and Risk Mitigation business unit and accounted for more than $50 million in savings for Ceridian and its client companies during my tenure.
• Provided ongoing Tax guidance to the three major Ceridian Payroll Business Units: Large Payroll, Atlanta; Small Payroll, New Jersey; Total Outsourced Payroll, North Carolina.
• Attended the annual American Payroll Association Convention, the National Payroll Consortium Annual Meetings, and the IRS' Reporting Agents Quarterly Forum at the IRS National Office and Ogden Service Center).
• Presenter at various national and regional payroll related symposiums ( i.e. Ceridian Insights, 1099Pro Symposium, TALX Payroll Compliance Conference, APA Orange County Ca. Chapter).
• Acted as principal liaison with outside counsel, Big 4 and all taxing authorities that regulated our client base.
• Interfaced with executive levels of Ceridian on all GAAP, ASC 740 and tax related legislative and regulatory matters.
• Was principal representative from the Tax Service in organizing Government Symposiums for Ceridian clients on the East Coast and the West Coast- 1999-2001.

• Represented US corporation in the countries of Honduras and Nicaragua in its effort to obtain the cellular licenses through the public bid process.
• Contracted local Counsel to provide expert advice on Commercial Codes and Regulatory matters related to the Bid processes.
• Translated all Bid documents from English to Spanish and the Bid Rules from Spanish to English.
• Established governmental relationships related to the cellular licensing processes.
• Analyzed the Tax Codes of both countries in order to negotiate and assure favorable tax treatment on future return on investment profits.
• Was primary liaison to US Counsel to coordinate and assure that US/GAAP FAS 109 tax reporting requirements would be met in reporting the inbound investment income.

• Issued and published private letter rulings to taxpayers on Employment Tax related matters.
• Reviewed and issued technical tax opinions on Employment Tax related proposed legislation.
• Reviewed and commented on all Employment Tax Forms/Schedules proposed changes.
• Issued Technical Advice Memorandums to IRS Filed Offices on Employment Tax related matters that resulted from passed legislation and approved forms changes.
• Provided official administrative interpretations and guidance to individual and corporate taxpayers on questions that did not have legal precedent but were required by statute prior to entering into a transaction by issuing a Technical Advice Memorandums.
• Facilitated National Office Conferences requested by taxpayers and/or taxpayer's counsel.
• Led and participated in IRS Employment Tax Training internal conferences.
• Responded to US Congress and White House correspondence/inquiries.