Sarah Whitmyre, CPA 1810 SW Shoreview

Lane
License #: 23795 Burien, WA
98146 (206) 419-0527
swhitmyre@msn.com

EXECUTIVE SUMMARY

I have broad accounting experience after working for large publicly traded companies, and smaller start-ups. As a consultant my
most marketable expertise has been tax provision and compliance skills. I have dealt with payroll, income, property, sales & use
taxes as well as customs, and other corporate governance filings. An avid learner, I am quick to master database, tax, and
accounting software systems and endeavor to improve reporting efficiencies. Leveraging my info systems background with an
understanding of various taxing jurisdictions rules, GAAP and IFRS regulations I have lead projects reviewing costs for software and
business infrastructure development. I’ve mined cost details, and interviewed stakeholders to identify R&D expenses, segregate
costs for accelerated tax deductions, and supported technical reports outlining risks & responsibilities for each legal entity for transfer
pricing. I am also a Director Treasurer for the Shorewood on the Sound Community Club.

RELEVANT ACHIEVEMENTS

• Managed team preparing, original and amended corporate and partnership tax or informational returns in all 50 United
States, and over 25 foreign countries using multiple tax software programs; including InSource, Vertex, Corptax and Lacerte.
 Implemented work-paper systems that reconciled cumulative tax versus GAAP basis differences and increased transparency
of M-3 review for consolidated 1120 and separate partnership return.
 Prepared Forms 5471, 8865, 8858 and 1118. Reviewed E&P Calculations, prepared interest allocation work-papers and
tracked previously taxed income in foreign entities.
 Involved in corporate restructure project converting 50 financial corporate Form 1120 filers, to LLC Form 1065 filers
 Prepared reportable transaction files, foreign bank account reporting and outlined tax controls in place for SOX
documentation.
 On Motricity finance team during IPO, heavily involved in S-1 and 10-k filings, and recent foreign acquisition. Successfully
claimed, and defended under audit, a half million in R&D credits from Washington state for 2008 and 2009.

UNIQUE SKILLS
• Expert User of Excel, PowerPoint, Access, Oracle, JDE, Quickbooks, Corptax, and Insource
• Proficient User of Word, Lacerte, Microsoft Dynamics or Great Plains, Tax Stream, Lotus Notes systems, Essbase/Hyperion, Nvision
Drill/Peoplesoft Financials

EMPLOYMENT HISTORY

Jefferson Wells International/CV Partners/ Independent, Contracted Tax Project Manager August 2007 – Current
Long-term on-site consultant for co-sourced tax projects with Itron, CH2M Hill, Western Union, Salesforce.com, Motricity, Inc. & GMAC
ResCap. Also served as Interim Controller for Liberty Leasing Capital to clean up Great Plains financials, and support subsidiary value
for carve out sale.
General duties as tax consultant included:
• Prep and/or review of tax provisions, tax account reconciliations, true-up entries, and financial reporting footnotes.
• Perform Software and standardized work-paper implementations to enhance controls within tax operations.
• Review financial forecasts for tax estimate analysis, and ability to recognized tax benefits and support value of tax assets
• Prepare and review federal, state and foreign income tax returns and disclosures. Ensure compliance deadlines are met.

Starbucks Corporation, Senior Tax Analyst May 2006 – July 2007

Coordinated the quarterly provision and estimated tax payments for consolidated and unitary filings with team of five people.
Completed complex tax accounts reconciliation involving 10 different currencies, and booked journal entry to true up DTA and DTL.
Prepared Transfer Pricing documentation and E&P calculations. Managed the tax reporting, estimates, and basis tracking for US
based joint venture between Starbucks and Shaquel O’

Washington Mutual Bank, Senior Analyst December 2001 – May 2006

Defended positions taken on tax returns by providing appropriate and complete answers to IDRs from auditors. Performed due
diligence associated with mergers and acquisitions to identify tax liabilities & potential tax exposures of target corporations. Part of
corporate governance team that maintained org chart of legal entities, and dissolved or opened corporations as necessary. Trained
new staff in return methodologies, and bank accounting processes. Prepared and reviewed Federal, State and local tax returns and
tax estimate calculations for corporations, LLCs and partnerships. Researched the tax impacts of changes in methods of accounting,
and ensured that changes of method were sufficiently documented. Applied knowledge of state modifications, nexus, apportionment
and credits to prepare consolidated state income and franchise tax returns.

Arthur Andersen, Experienced Associate October 2000 – November 2001

Prepared multiple tax forms in compliance with the IRS code using AACTS and Corptax. Tracked partner equity with inside and
outside basis differences for clients to report technical terminations, liquidating distributions and recaptures. Learned the filing
requirements to obtain and maintain tax exempt status under 501c3 regulations, and prepared 990 forms for a collection of
healthcare clients.
Sarah Whitmyre, CPA 1810 SW Shoreview
Lane
License #: 23795 Burien, WA
98146 (206) 419-0527
swhitmyre@msn.com
Dental Professionals, Bookkeeper and payroll specialist 1995-2000
Filed SALT and licensing returns, processed bi-monthly payroll, discussed billings and payment arrangements with clients, made
collection calls and won award for implementing an activity based fee structure that increased revenues 25%. Completed 1099
reporting.

EDUCATION
Central Washington University - Bachelor of Science in accounting with elective emphasis in information systems, 2000
Golden Gate University- Completed 5 of 10 Classes in pursuit of Masters of Science in Taxation