Eric Axelson

Experience

• 

  Mobley Pool Company

  Jan 1997 - Dec 2004

  Accounts Receivable and Asst. Manager

  • Automated the billing system by implementing QuickBooks which reduced the processing time from 4 days to 4 hours. This process identified and consolidated past due accounts thereby easing collections.• Managed the cleaning service for over 150 pools ($300k gross service income) including personnel oversight of 5 employees.• Responsible for all spa sales and delivery/installation logistics. • Developed and taught new pool and spa owner orientation classes.

• 

  Deloitte Tax LLP

  Aug 2006 - Jun 2013

  • Review calculations of earnings and profits for foreign corporations (largely collateralized debt obligations) and related compliance (IRS Forms 5471, 1065, 1041, 8865). • Review and analyze securities, derivatives, hedges, and swaps to determine their tax treatment and effect on portfolios. Review and analyze debt modifications/restructurings and applicable SEC filings (10Q, 10K, 8K).• Manage and schedule approximately 200 transactions/projects for 15 staff members in India and Houston.• Train staff on various technical tax topics (reorganizations and debt modifications, calculation of original issue discount (OID), and market discount to name a few). Train staff on firm specific software (CDOSuite, GoSystems, ProSystems and SuperForms). Show less

  • Tax Senior

    Aug 2008 - Jun 2013

  • Tax Associate

    Aug 2006 - Aug 2008
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  Virtus Partners, LLC

  Jun 2013 - Aug 2021

  • Senior Director - Compliance Analytics

    May 2018 - Aug 2021

  • Director - Compliance Analytics

    Feb 2016 - May 2018

  • Director - Client Services

    Jun 2013 - Feb 2016
• 

  FIS

  Aug 2021 - now

  Director, Business Systems Analysis