Aaron B. Bairani is a Tax Senior Manager in the Tax Management Consulting (TMC) Group of Deloitte Tax LLP based in Chicago, Illinois. He has numerous years of experience in private industry and public accounting, including over a decade working with tax technology enhancements, customizations and implementations around the provision and compliance process. Aaron has worked with corporate tax departments and accounting personnel across several different industries. As a member of the TMC practice, he focuses on tax process transformations, managing tax provision and compliance redesign engagements and devising solutions for tax planning, data collection and managerial reporting.
CONNECT 2019 Speakers
- All Speakers
- Client Speakers
- Firm Speakers
Clients team up with industry leaders to show Corptax solutions at work.
- All Speakers
- Client Speakers
- Firm Speakers
Senior Tax Manager
Deloitte Tax LLP
Tax Technology Manager
Amit is a Managing Director in KPMG’s New York Ignition office. He has 17+ years’ experience delivering technology driven tax transformations. Amit focuses on solutions in areas of tax data analytics, intelligent automation and electronic collaboration. Amit is delivering innovations with the tax functions. Amit is responsible for assisting in technical aspects of projects including solution design, development, infrastructure, governance models, management and migration. He has architected solutions that integrate multiple tax technologies with company technologies to optimize efficiencies for an effective tax function. He leads teams with experience in software development and tax domain.
Senior, Tax Management Consulting
Deloitte Tax LLP
Beth Putnam is a Tax Senior in the Tax Management Consulting (TMC) Group of Deloitte Tax LLP based in Phoenix, Arizona. She has over 2 years of experience in tax technology enhancement, customization and implementation around the provision and compliance process. Beth received her undergraduate degree in Information Systems and brings a unique perspective to tax technology implementations. While serving in TMC, Beth has had the opportunity to work with corporate compliance and provision solutions and implement them on a variety of clients.
Chris is a Managing Director in KPMG’s Tax Transformation practice. He has more than a decade of experience in providing tax process and technology improvement services, as well as tax planning and compliance services, to public and privately held clients. Chris is responsible for assisting a broad range of multinational clients with their tax project management, technology, and process improvement initiatives.
Deloitte Tax LLP
Cristin Boynton is a Senior Manager with Deloitte Tax LLP’s Tax Management Consulting (“TMC”) practice. Cristin has over 20 years of tax experience both in industry and Big 4 public accounting. Her project experience includes managing projects with stakeholders across tax, finance, compliance, regulatory and information technology. She has worked with clients to re-engineer and improve their tax functions, including tax accounting and compliance processes, assess their current tax operating environment, remediate internal control deficiencies, tax sensitize financial systems and evaluate and implement tax technology tools. Cristin has experience in accounting for income tax reporting, including statutory reporting for insurance, US GAAP and IFRS reporting.
Cristin previously worked for Longview and Corptax as a member of their professional services teams working on implementations of tax compliance and reporting software products. Cristin is a Corptax certified professional in Provision and a specialist in federal and state provision. She is also experienced at implementing the Corptax Compliance module for many large multinational organizations, and a state compliance specialist. Cristin’s experience in the corporate sector includes working in the tax accounting and tax compliance groups for two multibillion dollar global corporations.
Director, Tax Reporting and Compliance
Donna is a partner in EY’s International Tax Quantitative Services (ITqS) National Practice with over 25 years of experience providing international consulting and quantitative services to US multinational companies. Donna assists clients with large scale quantitative projects and has taken a pivotal role in EY’s US tax reform modeling initiative, including consulting on the computational aspects of the new transition tax, GILTI, FDII, Sec 163(j) and BEAT provisions. In addition, Donna has extensive experience assisting clients with E&P and basis studies, Subpart F and foreign tax credit computations, repatriation modeling, overall foreign loss (OFL) calculations and Section 861 expense apportionment.
Donna helps lead EYs international tax compliance practice by helping companies streamline and standardize their international reporting processes, including utilizing tax processes and technology to improve efficiency in the foreign reporting process. Donna leads many of EY’s largest US multinational’s international compliance outsourcing projects and plays a significant role in developing the international specifications for EY’s standard compliance platform, EYTaxSpace. She is a graduate of the University of Michigan, School of Business Administration, and a certified public accountant in New York and Michigan.
Manager - International Tax
Heidy is a manager with EY’s International Tax Quantitative Services group. She joined EY in January 2016 and has spent most of her time in Corptax implementation for domestic, international, and partnership modules, assisting in provision implementation, or conversion application from/to Corptax, developing templates with Corptax Office and import package for international compliance process, participating in integration of external models, and developing OCR (Optical Characters Recognition) models for forms 5471 and 8858.
Prior to joining EY Heidy spent 10 years focused on performing services around the Corptax suite of compliance and provision products, specializing in domestic, international and pass-through modules functionality at Discovery Communications, Inc. Heidy has extensive experience in the automation of the entire tax compliance process, from interaction with general ledger and other source systems, to automating M adjustments and E&P adjustments and Corptax Office. Heidy also has extensive experience in calculation of Section 199 and Section 181 and was instrumental in the development of implementation and automation strategies that are considered Best Practice within the tax software field.
Heidy graduated from the University of Maryland in 1994 with a bachelor’s in Agribusiness and Resource Economics. Heidy took a diploma program in Advanced Accounting from University of Maryland University College, and some programming languages such as PL/SQL, VB, and C programming in 2004 at Strayer University. Heidy is Corptax International certified.
Jennifer has been working in tax since 2004. Her career began working with EY and then transitioned to industry in 2006. She worked in the federal tax area prior to moving into the international tax area for past 8 years.
Tax Senior - Tax Systems
Deloitte Tax LLP
Tax Managing Director
Jonathan has over 15 years of domestic and international tax accounting, compliance, process improvement and tax reporting technology implementation experience in both public accounting and as Director, Global Reporting and Compliance at Fortune 500 media & entertainment companies. Through a multi-disciplined approach combining tax, advisory and technology with a philosophy of continuous improvement and efficiency Jonathan develops and delivers solutions for the issues companies encounter in a constantly evolving tax reporting environment.
Manager, Income Tax Accounting
Karl is a Manager for Income Tax Accounting for W.W. Grainger, Inc. He has 12 years of public accounting and corporate tax experience and has been with Grainger for 3 years. He is primarily responsible for all aspects related to Income Tax Accounting at Grainger. Karl has driven the efforts at Grainger to fully implement Corptax provision and to further automate other aspect of Grainger’s Tax Provision. Karl also assists with other various tax planning and special projects.
Eastman Chemical Company
Coordinator, Tax System
Lily Shui is the Coordinator, Tax Systems at ConocoPhillips where she manages the communication between internal IT departments, external vendors, and ConocoPhillips tax teams for tax systems-related issues and leads and technology development efforts and projects. In addition to Oil & Gas industry, Lily has worked in manufacturing, internet retailing, and investment industries either as a Treasury professional or International Tax professional.
Lily has more than 10 years of experience of using Corptax and is a Certified Public Accountant of the State of Texas and also has an MBA from University of Houston and an MST from Golden Gate University.
Deloitte Tax LLP
Lisa is a managing director and an attorney who has been with Deloitte Tax LLP for over 20 years. Lisa has implemented, reimplemented, and improved many tax compliance and provision software packages at several multinational companies. Lisa has served as the lead engagement manager for a number of large technology projects and is the national leader for services involving Corptax. She also specializes in international tax compliance, data collection, and complex customization projects. Before working in client service, Lisa was a member of the Corptax development team, where she built and maintained international and state and local compliance calculations. Her entire career at Deloitte has been spent working on software implementation and technology related projects.
Lisa is currently a member of the Tax Management Consulting group. This group focuses on services related to developing business processes around provision and compliance, assisting clients with the software vendor selection process, implementing tax provision and compliance software tools, and training. Lisa is also the National Leader of the Technology+Tax Competency Group, an internal group within Deloitte focused on raising the awareness of technology-related tools and approaches that can garner efficiencies in the way we perform our day to day activities.
Lisa obtained her B.A. from Northwestern University and her J.D. from Chicago-Kent College of Law. She is a licensed attorney in the state of Illinois and belongs to the American Bar Association. Lisa is from Wisconsin but currently lives with her family in Henderson, NV.
Corporate Vice President Tax
New York Life
Wing Mei Chan, Corporate Vice President of Tax for New York Life Insurance, brings over 15 years of insurance tax experience in both federal and state, with an expertise in process improvement and system controls.
Wing Mei joined New York Life Insurance Company’s Tax Department in 2011, responsible for both STAT Federal tax financial reporting and compliance. Recently she has worked on the implementation of Corptax Provision and currently is working on Portal and Other Tax Improvement Projects.
Wing Mei holds a BS degree in Economics from Barnard and MBA from NYU – Stern School of Business.
Melanie is a senior manager in EY’s International Tax Quantitative Services (ITqS) National Practice based out of the New York office where she manages multiple large US multinational international tax compliance and tax transformation projects.
Melanie has 13 years of public accounting and industry experience in international taxation focusing on quantitative services including international tax compliance, foreign E&P and basis studies, Subpart F and foreign tax credit analysis. She received a BA in Accountancy from De La Salle University and an MS in Accountancy and Taxation from Baruch College. She is a Certified Public Accountant in New York.
Michael Chen is a Senior Manager in the Tax Technology and Transformation group of CVS Health. He has over 8 years of experience in private industry and public accounting, primarily working with tax technology enhancement, customization and implementation around the provision and compliance process.
As a member of CVS tax technology team, he’s responsible for helping define technology strategy, ongoing maintenance of Corptax Provision and Compliance, architecting custom applications, optimizing tax system, monitoring progress and deliverables for related tax technology projects and collaborating with direct tax team, Finance and IT groups to key areas for innovation and automation within tax function.
Corporate Vice President Tax
New York Life
Michelle Teehan, Corporate Vice President of Tax for New York Life Insurance, brings over 15 years of insurance tax experience, focusing on process improvement and systems. Since 2013, Michelle has been responsible for Federal tax financial reporting and compliance for the non-insurance companies and is the Corptax Subject Matter Expert. She recently implemented Corptax Provision, and currently is working on Portal and Other Tax Improvement Projects.
Michelle previously held various challenging federal compliance and provision responsibilities at Guardian Life Insurance Company, and worked as a Senior Tax Associate for Deloitte in the Insurance Tax Area.
Michelle holds a BS degree in Accounting from St. Francis College.
Senior Associate - Global Tax Reporting
State & Local tax Manager
Patricia joined KPMG’s Ignition – Systems Integration team after working for Corptax, Inc. for 4 years. Since joining KPMG and while at Corptax, she has been entrusted with leading several complex and challenging projects for high profile clients. She manages these projects and ensures the services are delivered effectively and the clients are highly satisfied. She has continued to work with clients to improve their processes and increase the resources available for value added work. Corptax products include Federal and State Compliance, Corptax Provision, State by State Provision, and Corptax Office. Patricia has led implementation engagements in companies of all sizes including the insurance, banking, shipping and general manufacturing industries.
Senior Income Tax Analyst
Paul is a Senior Income Tax Analyst for W.W. Grainger, Inc. He has 17 years of corporate tax experience and has been with Grainger for over 4 years. He is primarily responsible for implementing automation process improvements across all areas of the Grainger tax department. He is also heavily involved in the tax provision process as well as state income tax compliance.
Tax Planning, Projects, & Technology Manager
Rachel is a Tax Planning, Projects, & Technology Manager for Toyota Financial Services. Her role emphasizes increasing efficiencies in the compliance and provision processes while maintaining a superior level of accuracy. This requires constant evaluation of filing requirements and internal constraints. To assist her in this role she relies on her 8 years of Corptax experience, her 13 years of experience in private and public accounting, and her amazing team members.
Artisan Partners LP
Rachel Quade is a Tax Specialist at Artisan Partners LP in Milwaukee, WI. She is a CPA with over 10 years of tax experience, specializing in income tax compliance (both federal and state) for C corporations and partnerships. She has recently been focusing on accounting for income taxes. Rachel has over 7 years of preparation experience with Corptax and is on a first name basis with most of the partnership support staff at Corptax. Outside of tax work, she enjoys reading, traveling, and spending time with her husband and pets (two cats and a retired greyhound).
Ryan is senior consultant in EY’s Tax Technology and Transformations (TTT) team in Chicago. Ryan has experience with Corptax Compliance process review and optimization. Specifically, creating integrated solutions using Corptax Office and Corptax ODBC to automate data upload and review at micro and macro levels.
Ryan also has experience with integration of Microsoft Power BI Suite, including Power Query and Power Bi, with Corptax Office and ODBC solutions. Ryan has a Masters of Accounting, Taxation, from University of South Carolina.
Senior Product Manager
Bloomberg Tax & Accounting
Ryan Sheehan is a Senior Product Manager for Bloomberg Tax & Accounting. He is responsible for Bloomberg Tax’s Corporate Tax products, including Advantage Fixed Assets, Corporate Tax Analyzer, and Advantage State Tax Analyzer. Prior to Bloomberg Tax, Ryan was a CPA at KPMG’s Washington D.C. Metro office in the Business Tax Services practice.
Tax Partner & National Practice Leader
Scott has over 20 years of experience in global tax accounting and compliance reporting, including experience auditing income tax accruals for SEC registrants. His focus over the last 10+ years has been dedicated to tax process improvement: assisting tax departments with the development of a risk-based approach to the global income tax reporting process, and maximizing the efficiency of these processes through the use of technology.
Scott’s tax technical knowledge and broad experience solving tax process challenges, coupled with his knowledge of technologies, has led to highly successful results on income tax reporting projects.
Tax Specialist Leader
Deloitte Tax LLP
Staci has over twenty-two years of experience in the tax and technology field and has implemented Corptax USC, Corptax Provision, State Planner, Corptax Office, Corptax Calendar and Corptax International.
She has 16 years of implementation experience with Deloitte and Corptax. Staci began her career in industry, spending six years preparing tax returns (both direct and indirect) and calculating income tax provisions, first as a State Tax Accountant at Manpower, Inc. in Glendale, WI, and then as a Tax Analyst at Journal Communications in Milwaukee, WI.
Today Staci focuses on helping clients to develop processes for their tax compliance and reporting and to implement these processes within a tax software solution. She is the firm’s State Provision and Compliance Subject Matter Expert for Corptax and is also a Corptax Insurance Subject Matter Expert. Her industry experience spans beyond insurance and includes: Consumer Goods; Energy; Financial Services; Manufacturing; and Telecommunications
Sven has been with EY since April 2012. Sven is part of EY’s Tax Technology and Transformation (TTT) team in New York. Prior to joining the TTT team in NYC, Sven worked in Ernst & Young LLP’s (UK) TTT Practice in London.
Sven a Master’s Degree in International and European Tax Law from Maastricht University in the Netherlands and is a certified Project Management Professional. Sven enjoys exploring the world and its cuisines, reading and exercising.
Deloitte Tax LLP
Terry Woerner is a member of the Tax Technology Group at Siemens Corporation and is responsible for maintaining the Siemens US tax organization’s entity structure in Corptax. Terry works with data analytic and visualization tools such as Excel, Alteryx and Tableau to manage data and support the various functions of the Siemens Corporate Tax Department. Prior to joining the Tax Technology Group, Terry spent ten years at Siemens Corporation in the Accounting and Tax Departments and gained a variety of experience in her roles at other corporate and public accounting employers. Terry is a CPA and is based in Iselin, NJ.
Tax Managing Director
Todd is a Tax Managing Director in the KPMG Atlanta office and has worked in public accounting for approximately eighteen years. Todd spent the first two years of his career in the financial audit sector before transitioning to international tax. Todd leads the firm’s International Compliance Center of Excellence, specializing in co and out-sourcing for complex multinational compliance and provision engagements.
Wendell Is a Senior Manager in KPMG’s Tax Ignition Practice. He has been working in tax since 1992, and focused on tax technologies and process improvements since 1998. Wendell joined KPMG in 2010 after working for CORPTAX for over 10 years. He has managed several complex and challenging projects for high profile multi-national clients. He managed these projects and ensured the services were delivered effectively and the clients were highly satisfied. He also worked with clients to improve their processes and increase the resources available for value added work. Wendell is a Corptax certified professional.