Resume_0401016

KEVIN M. MCBRIDE, CPA773.320.5134 [email protected] Oswego, IL 60543

STAFF/TAX ACCOUNTANT

Diligent accounting professional with 15 years of combined tax and financial accounting experience. Leverage strong analytical, research, and auditing skills to identify discrepancies, resolve issues, and ensure compliance with changing tax laws and rates. Excel at standardizing and improving processes for efficiency in reporting, tracking, documentation, and tax return preparation/filing. Offer strong experience in sales and use, personal property, and corporate income tax. Effortlessly coordinate with various groups for timely and accurate completion of tasks. Possess a keen ability to rapidly learn software, company processes, and industry-specific regulations.

Core strengths and computer skills include: Monthly/Quarterly/Annual Tax Returns » Sales Tax Audits » Account Reconciliations » Ad-Hoc Reporting Data Analysis » Monthly & Annual Closings » Financial Statements » Microsoft Office Suite » PeopleSoft » SAP » Lotus 1-2-3 » Creative Solutions Accounting » Ultra Tax » Lacerte » QuickBooks » JD Edwards/AS400 »Vertex » Avalara

EDUCATION & LICENSES

Master of Science in Taxation NORTHERN ILLINOIS UNIVERSITY, DEKALB

Bachelor of Science in Accounting DEPAUL UNIVERSITY, CHICAGO

Certified Public Accountant (2013)

PROFESSIONAL EXPERIENCE

Staff Accountant (Contractor) » Wind Point Partners [Chicago, IL] February 2016-April 2016

Assisting with the tax return preparation process - track the status of > 300 Federal and State partnership and corporate tax returns. Includes review of Form (s) 1065, 8805, 8804, K-1s, 1042, 1042-S.

Preparing and reviewing tax work papers and provide primary review on all returns. Addressing tax notices. Reviewing quarterly investment fund financials and reviewing audited year end fund

financials in comparison with 4th quarter financials. Assisting in ad-hoc reporting projects for Excel-to-Word report combinations and Excel to

Power Point report combinations in order to streamline the quarterly fund report process.

Sr. Tax Accountant (Contractor) » Westell, Inc. [Aurora, IL] June-Oct 2015 Prepared monthly and quarterly sales & use tax returns for 32 states and Canada Worked to resolve outstanding tax notices. Conducted tax nexus research on a state by state basis with regards to installation projects. Reconciled tax general ledger accounts monthly. Helped track down outstanding shareholders related to 2013 acquisition of an Ohio

telecommunications company. Helped manage multiple tax exemption certificates from customers. Researched candidates for project to appeal property tax assessments and succeeded in

finding firm to do the work.

Page 1 of 4


Staff Accountant (Contractor) » Lia Sophia [Roselle, IL] Jan-May 2015[Online/direct seller of fine jewelry-going out of business]

Prepared final sales & use tax returns for 47 states plus Puerto Rico, as well as multiple local municipalities.

Closed out all business vendor licenses for each taxing jurisdiction.

Tax Accountant » TTX CO. [Chicago, IL] April 2012-October 2014 Handled preparation of monthly and quarterly sales tax returns in 17 states and Canada for

freight car provider in railroad industry; participated in document preparation for state sales tax audits.

Prepared select quarterly payroll tax returns, quarterly/annual Railroad Retirement Board Unemployment tax returns, and railcar line mileage returns.

Completed filing and payment for various corporate annual reports across multiple states and handled renewals for local business licenses.

Reconciled all tax general ledger accounts quarterly. Assisted in tax calculations of railcar lease terminations, including assessing the correct tax owed

by location of ownership transfer. Kept informed of industry-specific sales tax rules and regulations to ensure compliance. Maintained railroad industry sales tax matrix of taxability of parts and supplies per state. Enhanced annual US Census reporting by transitioning from manual to Excel-based process. Created streamlined escheat policy for unclaimed property. Proactively created a special report to pick up over $10,000 in Canadian HST/PST that was not

reported through AP to avert any future audit assessments.

Sales Tax Auditor (Contractor) » CDW, LLC [Vernon Hills, IL] November 2010-September 2011 Compiled documentation packages for sales tax audits, managed schedules, and researched

state regulations to communicate requirements and rule changes to management team. Alleviated backlog of documentation requests by improving coordination with sales force in

obtaining tax exemption certificates and self-assessment letters from customers in order to defend company in sales tax audits.

Interfaced directly with customers that included businesses, universities, non-profits, federal/state/local government agencies, and US Armed Forces to acquire tax exemption certificates and self-assessment letters.

Identified sales and use tax product exemptions, fulfilled documentation requests for mass emailing to customers, prepared customer sales tax self-assessment letters, and created various ad-hoc reports.

Staff Accountant » BARSEMA, TUZIK & HURLEY, LTD. [Downers Grove, IL] March 2009-June 2010 Supported clients in various tax needs, including preparation of annual tax plans and tax

provision calculations, individual/corporate/partnership income tax returns, and quarterly payroll tax returns.

Compiled extension requests for client tax returns and researched tax law and rate changes.

Page 2 of 4


Maintained full accounting records for clients and verified proper documentation for posting journal entries.

Prepared monthly financial statements and trend analysis reports, researched discrepancies and handled account reconciliations, completed month-end closings, and planned and calculated bi-monthly payroll deposits.

Developed ad-hoc reports for internal management team and clients.

Tax Accountant » WHITEHALL JEWELERS, INC. [Chicago, IL] November 2005-February 2009 Reviewed monthly sales data reports to identify and resolve discrepancies in sales tax rates

charged on interstate sales, uncover any non-taxed sales, and confirm validity of transactions. Prepared state/local monthly sales and use tax returns in 38 states along with business personal

property tax returns in 35 states; remained continuously informed of rate changes to ensure compliance.

Maintained personal property tax worksheets for preparing returns and calculating assessments. Maintained fixed asset reconciliations for each store. Reconciled all tax general ledger accounts monthly. Renewed and maintained state/local business licenses in 35 states. Prepared check requests for payments on sales tax, personal property tax, and business licenses. Interfaced with IT department to ensure compliance on sales tax rates, analyzed general ledger

information for fixed assets to verify reporting accuracy, and maintained compliance with SOX documentation requirements.

Created documentation for multi-state sales tax and personal property tax audits. Teamed with payroll department to develop customized package to track and report taxable

compensation/benefits for on-boarding of new executives during period of expansion.

Staff Accountant » MORRIS TULSKY & CO., LLC [Northbrook, IL] June 2001-August 2005 Prepared individual and corporate income, partnership, estate, trust, payroll and sales tax returns

for clients, most of whom were businesses of up to $10 million in revenue, including some high-net worth clients.

Prepared monthly, quarterly and annual financial statements for clients. Did full level bookkeeping for clients. Helped one new client file 9 years of back income tax returns. Coordinated with IRS and state tax agencies to resolve disputes between agencies and clients as

well as provided research to maintain clients informed of changes in federal and state tax law and rates.

Conducted on-site audits and performed various accounting functions for clients, including preparing journal entries, handling account reconciliations, and creating monthly/quarterly/annual financial statements.

Regional Financial Accountant » WHOLE FOODS MARKET [Chicago, IL] June 2000-March 2001 Oversaw accounting activities of four stores in the Midwest region, including month-end and year-

end closes along with review of monthly financial reports to identify and address discrepancies. Maintained records of all prepaid assets and accruals for each of the four stores.

Page 3 of 4


Saved thousands of dollars in receivables by facilitating clean-up of inter-company accounts receivables and contributed to creating policy to address root cause of issue.

Page 4 of 4

Documents

Resume_0401016