Snapshot and Years of Experience

Carly Maltese has over 10 years of Federal, state and international tax provision, tax compliance and tax planning experience working with large multi-national corporations.

International Tax Compliance

• Preparation and review of Forms 5471, 8858, 8865, 1120, 1065, 965, and related schedules including Forms 1118, 8975, 8990, 8991, 8993
• Familiar with application of technical concepts and regulations, related to sections 987, 965, 163j, 250, and 59A
• Preparation of E&P and tax pools projections for foreign tax credit analysis
• Support of business positions for Subpart F analysis and reporting, check the box elections, permanent establishment analysis and base erosion strategies
• Assistance with jurisdictional VAT analysis and Country-by-Country Reporting Master file and application

Tax Accounting

• Preparation and review of U.S. domestic and international income tax provisions
• Review of quarterly ETR forecasting for domestic and international business units
• Assistance with financial statements footnotes and disclosures
• Management and maintenance of tax positions in local jurisdictions
• Design of processes and templates for the domestic and international income tax provisions in Hyperion
• Implementation and analysis of transfer pricing for domestic and foreign jurisdictions

Tax Audits

• Preparation of responses to IRS, state and international audit data requests

Tax Planning and Project Management

• Scenario modeling, attribute analysis and basis calculations related to domestic and foreign corporation and partnership structures
• Coordination with treasury group for cash management and extraction strategies for local jurisdictions
• Management of domestic and international restructuring projects

Tax Technology Experience

• Hyperion
• Corptax
• ONESOURCE Tax Provision
• ONESOURCE Income Tax