Senior Tax Accountant at Kyocera International, Inc (2022-01 – Present)
- Lead and supported the U.S. multi-state income tax compliance, including tax returns, quarterly estimated payments, extensions, and annual filings, using OneSource Income Tax.
- Prepared and reviewed U.S. state, and local income tax returns, ensuring accuracy and compliance with applicable regulations.
- Prepared and reviewed multi-state apportionment calculation.
- Supported IRS and state tax audits, including preparation of SOX documentation and support for quarterly and year-end financial statement audits.
- Prepared and reviewed documentation to respond to tax authority inquiries and supported internal and external audits.
- Supported quarterly and year-end U.S. income tax provisions (ASC 740), including provision workpapers and related disclosures, using OneSource Tax Provision.
- Prepared and reviewed complex U.S. tax information returns, including Forms 5471, 5472, 1042, 1042-S, and 8805.
- Support on tax matters directly with the Kyocera Mexico company.
- Prepared compliance documentation and calculations related to state tax credits and incentives.
- Monitored and reconciled federal and state tax refunds for multiple entities, coordinating with tax authorities to resolve discrepancies.
- Prepare technical memos.
- Prepared tax depreciation schedules using SAGE accounting software.
- Prepared the department's monthly plan and cash forecast.
Senior Tax Analyst at Polycom (HP) (2020-01 – 2022-12)
- Supported direct and indirect tax compliance as part of a global tax team across Latin America, the U.S., Europe, and Asia.
- Prepared and reviewed corporate income tax and withholding tax returns, and coordinated estimated tax payments.
- Supported Accounts Payable and Accounts Receivable teams on processing of tax-related entries in Oracle for tax transactions and payments.
- Maintained and monitored a global tax filing and payment calendar to ensure timely compliance across multiple jurisdictions.
- Identified direct tax risks and exposures and supported recommendations for ASC 740 tax accruals.
- Supported tax audits by gathering data, preparing audit schedules, and assisting with audit-related requests.
- Analyzed current tax issues and tax law reforms, assessing impact to the organization and communicating findings to the tax team.
- Supported internal tax controls and compliance processes.
- Reconciled tax-related general ledger accounts.
- Supported intercompany remuneration calculations for LATAM countries (Mexico, Colombia, Brazil).
- Prepared and reviewed income tax provisions for LATAM entities.
- Attended government procedures (virtual and in person) related to tax matters.
- Prepared and submitted statutory and informative tax filings for multiple jurisdictions.
- Reviewed and followed up on entity openings and liquidations in different countries.
- Prepared cost-plus calculations for various group entities.
- Reviewed tax compliance across Mexico, LATAM, and the U.S.
- Supported transfer pricing compliance activities, including APA documentation and Master and Local Files.
Consultant Senior Tax - Acting lead (Mex) at Deloitte (2014-01 – 2020-12)
Big 4 Public Accounting Firm
- Served as acting engagement lead on multiple tax compliance and advisory, coordinating work plans, timelines, and deliverables.
- Reviewed and prepared monthly income tax, VAT, withholding taxes, and state tax calculations in compliance with Mexican tax laws.
- Provided tax advisory services related to applicable tax laws, regulations, and compliance requirements throughout the fiscal year.
- Reviewed and prepared pre-closing and annual corporate income tax returns.
- Reviewed and prepared informative tax filings required by Mexican tax authorities.
- Lead the preparation and review of refund and compensation requests for favorable tax balances and supported responses to tax authority requirements.
- Reviewed and calculated employee profit sharing and annual bonuses.
- Represented clients in meetings and appointments with tax authorities.
- Prepared, reviewed, and submitted electronic accounting filings in compliance with tax regulations.
- Lead responses to tax authority audits and inquiries related to income tax, VAT, and withholding taxes.
- Reviewed VAT certification renewals for maquiladora industry clients.
- Supervised and mentored staff and junior consultants, reviewing workpapers and ensuring quality and deadline compliance.
- Coordinated with managers and partners to escalate risks, technical issues, and client matters.
