Snapshot and Years of Experience

Katie Jordan has over 12 years of experience as a tax professional with a focus on domestic tax compliance and tax process improvement. She has worked in several industries, including manufacturing, gas and oil, construction, and agriculture as a Tax Manager for a large, multi-national corporation. This knowledge allows her to provide extensive skills when handling wide-ranging tax projects and strong management within a tax department.

Domestic, International, & State Tax Compliance

• Preparation and review of Forms 1120, 1120S, 1065, 1120F, 1040, 1120COOP, 1040NR, 990, FBAR, state tax returns, and related other schedules.
• Consolidation of federal income tax returns for multi-billion dollar companies.
• Familiar with application of technical concepts and regulations, related to sections 987, 965, 163j, 263A, 6655, and 199A.

Tax Accounting

• Preparation of quarterly and annual income tax provision for U.S. domestic and international corporations.
• Review of quarterly ETR forecasting for domestic and international business units.
• Assistance with financial statement footnotes and disclosures.
• Preparation of quarterly consolidated federal estimated income tax payments.
• Preparation of return-to-provision analysis and journal entries.
• Management and maintenance of tax positions.

Tax Audits

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

Tax Technology

• Implementation of new tax software.
• Process innovation and automation.
• Excel workpaper automation with Power Query.
• OneSource Tax Provision and Excel workpaper automation through use of Alteryx workflows.
• Workpaper automation with SQL and Hyperion database connections.
• Managing accounts, adjustment codes, and custom calculations in CorpTax.

Tax Planning and Project Management

• Tax department personnel management and training.
• Design of tax plan by researching U.S. tax impacts of international transactions and U.S. provision for
  domestic and international businesses.
• Advising clients on tax transactions, including acquisitions and divestitures, purchase accounting, D-reorganizations, §1031 exchanges, short filing periods, and §743b step-up transactions.