Pinnacle Talent

TITLE: Tax Manager – Tax Technology

LOCATION: Charlotte, NC

CID: 223921

Executive Candidate Profile

Highly motivated and well-organized corporate tax professional with over fourteen years of experience in industry and Big Four public accounting settings. Expertise includes tax compliance, innovation, and technology processes. Currently works in the construction industry as a Tax Manager/Tax Technology expert, supervising and maintaining technology processes within the corporate tax function to promote efficiencies, mitigate risks, and improve management reporting. Also assists in the preparation of global income tax provision and US GAAP disclosures, as well as state income and franchise tax returns on a consolidated, combined, and separate entity basis.

In a previous role as a Senior Tax Analyst in the renewable energy industry, they prepared consolidated federal tax returns, reviewed state income and franchise tax returns, and tracked significant net operating losses across various states as well as assisted with the quarterly tax provision process and prepared and reviewed tax internal controls as required by the Sarbanes-Oxley Act. As the Principal at a CPA firm, they developed tax planning strategies for clients, prepared federal and state tax returns for individuals and businesses and provided monthly/quarterly bookkeeping services for small businesses.


  • Certified Public Accountant
  • Master of Accountancy
  • Bachelor of Science, Business Administration


  • Strong Organizational Skills
  • Time Management
  • Interpersonal Abilities
  • Effective Verbal and Written Communication
  • Proficient in Verbal and Written Spanish


  • Onesource Workflow Products
    • DataFlow
    • Workflow
    • Calendar
    • File Room
  • Corptax
  • OneSource Tax Provision and Income Tax
  • GoSystem RS
  • ERP Systems
    • SAP
    • Oracle
  • Financial Reporting Systems
    • OneStream
    • BPC
    • Hyperion
  • Tax Research Tools
    • Bloomberg Law
    • RIA Checkpoint
    • CCH Intelliconnect
  • Microsoft Office Suite

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