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PUBLIC PROFILE

Alex Morgan

Senior Tax & Accounting Specialist

Senior tax and accounting specialist with 9+ years in corporate tax compliance, ASC 740 provision work, GAAP reporting, and month-end close for multi-entity organizations. Cut close-cycle time 20% through standardized reconciliations and automated controls; supports ERP migrations and external audits end to end. Builds Power BI and Excel tools giving finance and tax teams real-time visibility into exposure and close status.

EXPERIENCE

Senior Tax & Accounting Specialist · Northstar Advisory Group
2021 – Present
  • Manage federal, state, and local tax compliance for a diversified portfolio of corporate clients
  • Prepare tax provisions, deferred-tax schedules, and supporting workpapers for quarterly and annual reporting
  • Cut month-end close activities by 20% by standardizing reconciliations and building automated Excel controls
  • Resolve complex accounting and tax queries during external audits with minimal escalation
Senior Tax & Accounting Specialist · Crescent Foods Inc.
2020 – Present
  • Oversee indirect-tax compliance across multiple jurisdictions, maintaining tax calendars and filing controls
  • Prepare balance-sheet reconciliations, journal entries, accruals, and monthly management reporting across multiple legal entities
  • Built a Power BI reporting workflow that improved visibility into tax exposure, open reconciliations, and close status
  • Partner with procurement, AP, and finance teams to resolve tax coding and invoice issues
Senior Tax & Accounting Specialist · BlueRiver Energy Solutions
2019 – Present
  • Lead the quarterly tax provision process, including current/deferred tax calculations and effective tax-rate analysis
  • Manage tax-account reconciliations and investigate variances across multiple entities and reporting periods
  • Supported an ERP migration by mapping tax and accounting requirements, validating opening balances, and designing user acceptance tests
  • Delivered process improvements that strengthened review controls and shortened reporting timelines
Tax Accountant · HarborPoint Manufacturing
2017 – 2021
  • Prepared corporate income tax returns, estimated payments, sales/use tax filings, and tax-account reconciliations
  • Supported annual financial statement audits and maintained documentation for key SOX-style controls
  • Identified filing and process improvements that reduced recurring tax adjustments
Tax Accountant · Summit Corporate Services
2014 – 2019
  • Prepared federal and state income tax compliance workpapers and supported tax notices and inquiries
  • Performed account analysis, journal-entry preparation, fixed-asset reviews, and balance-sheet reconciliations
  • Collaborated with external auditors and tax advisors to provide accurate supporting schedules
Tax Associate / Accountant · Grant & Cole CPAs
2016 – 2020
  • Prepared individual and business tax returns and assisted with bookkeeping and year-end financial statements
  • Researched tax treatment issues, documented conclusions, and communicated recommendations to managers and clients
  • Supported client audits and compiled schedules for tax and financial reporting engagements

SKILLS

Corporate Tax ComplianceTax Provision & ASC 740Federal & State TaxIndirect & Sales TaxGAAP Financial ReportingMulti-Entity AccountingMonth-End CloseAccount ReconciliationsInternal Controls & Audit SupportERP ImplementationBudgeting & ForecastingTax Research & ComplianceAdvanced Excel / SQLSAP / Power BI
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