Reese Fleischer CPA, MAcc

Reese Fleischer CPA, MAcc

Fund Tax Consultant

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location of Reese Fleischer CPA, MAccSacramento, California, United States

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  • Timeline

  • About me

    CPA | MAcc | Controller

  • Education

    • National University

      -
      Master's degree Accounting
    • California State University-Sacramento

      -
      Bachelor of Arts Economics
  • Experience

    • Franklin Templeton Investments

      Apr 2015 - Nov 2017
      Fund Tax Consultant

      Work on mutual fund taxation compliance support to complete all regulatory filing requirements. I assist in tax estimates and provisions for the tax returns. I work to complete annual excise filings and reporting along with the fiscal year-end tax liabilities. I work with the tax managers on special projects that support Fund Tax goals and objectives. I analyze and prepare distribution planning and income forecasting for the funds, and provide this information to the portfolio managers.

    • KPMG US

      Sept 2018 - Feb 2020
      State and Local Tax

      - Prepare and review corporate and partnership state and local tax returns- Indirect tax research work for client reverse audits and ASC740s- Represent client to state and local tax authorities and assist through audits-Work on-site with clients to organize data and create tax filing strategies- Sales and Use tax consulting- Train and develop staff

    • DPR Construction

      Feb 2020 - Jan 2023

      - Manages sales and use tax compliance including maintaining records, performing research, and planning for future sales tax topics- Manage sales & use tax and property tax audits- Oversees filing of property tax returns and sales & use tax returns- Implements satisfactory internal controls and procedures for the team- Identifies potential tax saving opportunities- Monitors tax legislation and maintains accurate sales tax rates throughout all transactions- Manages special projects related to sales tax issues as they arise including issues involving qualifications of tax exemptions- Training and development on tax subjects for tax team and the company as a whole- California partial sales tax exemption expert- Works with clients and internal project teams to identify and utilize all applicable tax exemptions Show less

      • Tax Manager

        Jan 2022 - Jan 2023
      • Senior Tax Accountant

        Feb 2020 - Jan 2022
    • Vanir

      Jan 2023 - now
      • Controller

        Feb 2025 - now
      • Tax and Regulatory Reporting Manager

        Jan 2024 - Feb 2025
      • Senior Corporate Finance Analyst

        Jan 2023 - Jan 2024
  • Licenses & Certifications

    • Certified Public Accountant (CPA)

      California Board of Accountancy
      Dec 2024
  • Volunteer Experience

    • Treasurer

      Issued by CLARA (E. Claire Raley Studios for the Performing Arts) on Jan 2025
      CLARA (E. Claire Raley Studios for the Performing Arts)Associated with Reese Fleischer CPA, MAcc