Snapshot and Years of Experience

Jennifer Williams has over 20 years of Federal and state tax compliance, state tax accounting, state audit defense and project management experience.

Tax Compliance

• Management of state tax compliance process, including review of state tax returns, apportionment calculations, filing methodologies and complex consolidated state tax returns
• Preparation and review of Federal tax returns
• Preparation and review of Federal and state quarterly and estimated tax payments and extension calculations
• Research the state tax treatment of Sec. 163(j), GILTI, Sec. 250, and Section 965(a) and 965(c)

State Tax Accounting

• Management of various aspects of the state tax provision process, including effective tax rates analysis, valuation allowance and payable account roll forwards
• Participate in the quarterly and annual tax provision process and Sarbanes-Oxley testing

State Tax Audits

• Development of audit plan
• IDR response
• Research and analysis of technical issues
• Negotiation and resolution of issues and settlement options

Project Management Services

• Prepared presentations to upper management and provide recommendations for improvements and tax savings
• Document and maintain tax policies and procedures for managing and executing upon an efficient and effective income tax function across the department and business segments
• Identify and lead special projects within and outside of income tax compliance function
• Manage outsourcing, co-sourcing, and consulting projects and maintain vendor relations

Indirect Tax

• Monitor changes in the various property tax laws and adapting reporting changes when applicable
• Analyze real property and personal property tax assessments
• Provide recommendations for tax planning, accruals, budgeting, and estimates
• Review personal property tax compliance
• Assist companies with the outsourcing of the Property Tax Compliance function
• Manage the collection, validation and indexing of sales tax exemption certificates

Tax Technology Experience

• ONESOURCE Income Tax, ONESOURCE State Apportionment, ONESOURCE Workflow, ONESOURCE Calendar and Estimated Payments
• Oracle, JDE and Infinium accounting system
• CoStar leasing system