Katie Jordan, CPA

Atlanta Office

Katie's Tax Experience

Snapshot and Years of Experience

Katie Jordan has over 9 years of domestic, International, and state tax compliance experience.

Domestic, International, & State Tax Compliance

  • Preparation and review of Forms 1120, 1120S, 1065, 5471, 8858, 8865, 1120F, 1040, 1120COOP, 1040NR, 990, FBAR, state tax returns, and related other
  • 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

  • Managing accounts, adjustment codes, and custom calculations in CorpTax.
  • Implementation of new tax softwar
  • Process innovation and automation.
  • OneSource Tax Provision and Excel workpaper automation through use of Alteryx workflows.

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.

Tax Technology Experience

  • Corptax
  • Alteryx
  • OneSource Tax Provision
  • Oracle Hyperion
  • UltraTax CS
  • Fixed Asset CS
  • CCH ProSystem fx Engagement
  • SQL

Previous Work Experience

  • Koch Industries
  • Draffin & Tucker, LLP

Degrees

  • Georgia State University –
    Bachelor of Business Administration,
    Accounting
  • Georgia State University –
    Undergraduate Certificate,
    Computer Information Systems
  • Georgia Institute of Technology –
    Bachelor of Science,
    Civil & Environmental Engineering
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