Experienced Tax Manager
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TAX Research, Planning, Compliance (prepare/review): 1120,1120S,1065,1040,1041,709
Canadian tax planning and compliance 1999-2007 |
Cross-border U.S./Canada tax planning, compliance, research 2002-2007 |
U.S. 1120,1120S,1065,1040, 1041, 709 preparation/ review/ research 2003-2023 |
Tax Department Manager 2002-2007
Erika Loker, CPA ~ Independent Tax Consultant Plano TX 2015 - PRESENT
Provide tax consulting services for complex personal and trust situations.
Ebby Halliday, Keller Williams, ~ Realtor, SRES Plano TX 2021-2022
Full service Realtor, serving the North Dallas area. Managed multiple clients (sometimes 10 at once) to ensure client needs and application/filing deadlines were met.
Bank of America ~ VP, Tax Accountant III Dallas, TX 2015 (Left company due to a death in the immediate family)
Created 1040, 1041, 709 returns for high net worth individuals. Tax planning services performed to minimize clients' taxes for following year.
Thomson Reuters ~ Senior Business Systems Analyst (Tax and Accounting) Carrollton, TX 2007-2015
Analyzed and updated tax preparation software annually for form and tax law changes in 1065, 1120 and 1120S. Using proprietary software, programmed required changes into tax compliance software (including e-file in html). Prepared and/or reviewed 50+ tax returns annually to test software changes and functionality. Provided software support to CPA firms to assist them in using software to complete their clients’ filings.
Erika Loker, CGA|CFP|CPA ~ Independent Tax Consultant Waterloo, ON, CAN 2007
Analyze and provide detailed analysis on complex US/Canada cross border corporate/PTP business structure. Conclude engagements with detailed written and verbal reports.
Graham Mathew & Partners LLP ~ Supervisor Tax Department Kitchener, ON, CAN 2006-2007 Retirement Residences REIT (PTP) ~ Manager, Taxation Cambridge, ON, CAN 2003-2005 BDO Dunwoody, LLP ~ Manager, Taxation Kitchener, ON, CAN 2002-2003 Ernst & Young, LLP ~ Senior Tax Consultant Waterloo, ON, CAN 2001-2002 Deloitte, LLP ~ Toronto, Waterloo, ON, CAN Tax Consultant | External Auditor 1999-2002 1996-1999 ( paid internships January-April during University) University of Waterloo Waterloo, ON, CAN 1997-2000 Accounting Website and Course Developer Accounting Course On-Site Teaching Assistant (T.A.) Accounting Course Instructor (online) (UW Accredited Course)
BA – Honors Chartered Accountancy Studies - Co-op 1994-1999 University of Waterloo, CAN
CPA (TX) – 2008-current
CPA (CO) – 2005-2008
CGA (Canada) – 2002-2008
CFP (Canada) – 2002-2008
Realtor – 2021-2022
