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 software.
• 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

• Alteryx – Designer Advanced & Core Certifications
• Corptax
• OneSource Tax Provision
• Oracle Hyperion
• UltraTax CS
• Fixed Asset CS
• CCH ProSystem fx Engagement
• SQL