Jacqueline Hanes, CPA

New York / Remote Office

Jacqueline's Tax Experience

Snapshot and Years of Experience

Jacqueline Hanes has over ten years of Federal, state, and international tax compliance and accounting experience, including eight years of leadership experience.

Tax Compliance

  • Preparation and review of federal, state, and international tax returns for complex multinational
  • Analysis of quarterly estimated federal and state income tax liability.
  • Management of tax compliance calendars, including quarterly estimates and extensions.
  • Preparation and review of sales tax returns.
  • Evaluation of state nexus for direct and indirect taxes.
  • Review of transfer pricing studies and intercompany transactions.
  • Management of external audit communications and documentation.

Tax Accounting

  • Preparation and review of tax provisions under ASC 740.
  • Reconciliation of income tax accounts.
  • Preparation of tax footnotes and disclosures.
  • Creation of journal entries to book direct and indirect tax activity under US GAAP.
  • Preparation of domestic and international transfer pricing entries.

Tax Planning & Process Improvements

  • Forecasting of worldwide taxable income and cash tax liabilities.
  • Documentation of tax process, procedures, and workflows for SOX compliance.
  • Management of tax team’s role in the implementation of and migration to NetSuite.
  • Implementation of AvaTax sales tax software and Bloomberg BNA Fixed Assets.
  • Process and efficiency improvement through creation of custom reports, workflows, and trackers.
  • Research and analysis of implications of new tax laws.

Tax Technology Experience

  • ONESOURCE GoSystem Tax RS
  • NetSuite
  • Microsoft Great Plains
  • AvaTax
  • Sage Fixed Assets
  • Bloomberg BNA Fixed Assets
  • SAP Concur
  • RIA Checkpoint
  • Bloomberg
  • CCH AnswerConnect

Previous Work Experience

  • e2open, LLC


  • St. Edward’s University –
    Master of Accounting
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