Tax Operations


Functional / process assessment
  • Interview teams, map processes and recommend initiatives to increase integration and reduce redundancy
  • Review system and process integration to minimize manual data flow through applications
SALT re-engineering
  • Analyze of SALT filing requirements and potential risk
  • Create automated data flow for apportionment from source systems
Non-income tax process review and redesign
  • Analyze filing requirements and data flows
  • Implement interfaces to automate data flow and reporting
Compliance outsourcing / loan staff
  • Complete or functional outsourcing of federal, state and US international income tax compliance functions
  • ASC 740 (FAS 109) tax reporting assistance
Technology support and training
  • Support Tax Technology function throughout yearly processes, including data loads, system rollovers, etc.
  • Create and conduct client application-user training