lori loder

Prepared individual, corporate, and not-for-profit federal and state income tax returns and the supporting workpapers. Ensured client compliance related to taxation and payroll issues. Assisted with audit testing and financial statement preparation for audit and review engagements. Maintained client business records related to business income, expenses, and equity transactions.

Compiled monthly financial statements and supplementary ad hoc reports. Prepared income tax returns and supporting workpapers. Assisted with audit and review engagements; ensured tax, legal and company compliance with payroll issues, and maintained weekly cash flow management for clients.

* Duties: Headed a sales tax refund projected which resulted in a $12MM repayment of overpaid sales tax in Louisiana * Helped to create procedures for better maintaining depletion records, resulting in millions of deferred tax benefit * Created workpapers to support a consolidated corporate income tax return and various partnership returns * Prepared and reviewed income and franchise tax returns for over twelve different state jurisdictions * Worked with other departments to gather relevant information for state apportionment * Prepared monthly sales/use tax returns for all working states * Created, maintained, and summarized depreciation schedules * Analyzed business activity to prepare estimated tax payments * Reviewed and reconciled tax accrual accounts on a quarterly basis * Managed internal and external audits of income, sales, and property tax accounts * Worked with external consultants to ensure compliance and scope potential tax saving projects * Researched and documented income tax positions