ValueOptions, Inc.

ValueOptions Inc is a privately held company providing a wide range of behavioral health services nationwide through a number of affiliated companies. ValueOptions is the nation’s largest independent behavioral health and wellness company.
Director of Corporate Tax –
Responsible for federal, state and local corporate income and franchise tax compliance for 19 subsidiaries inside and outside of the Federal consolidated return. The entities were c corporations, partnerships and multi member LLC’s. Several entities filed in almost every US state and there were 7 state filing groups maintained. The tax compliance work included responsibility for all estimated tax payments, extension requests and return preparation.

I was also responsible for the preparation of the GAAP and STAT basis tax provisions and all associated journal entries and footnote disclosures in the audited financial statements. This included the full responsibility for compliance with FIN 48 analysis, calculation and disclosure.

As Director, I was responsible for and mentored a staff of four.

* Managed the implementation of FIN 48 within the organization. This included identifying potential areas of income tax risk and measuring the probability that the company would prevail.
* Managed the migration of the tax provision calculation from RIA Tax Provision software to Tax Stream.
* Managed the reimplementation of the Vertex Tax Calendar software to make better use of of the planning capabilities and postage database.
* Managed state income tax audits to favorable conclusions.