Kimberley Giles, CPA
Melrose
Summary
Dynamic tax executive with proven expertise at Fidelity Investments, excelling in income tax accounting and process optimization. Skilled in team leadership and critical thinking, I successfully implemented Corptax software, enhancing efficiency and ensuring compliance. Recognized for fostering strong relationships with IRS auditors, resulting in favorable audit outcomes.
Overview
14
14
years of professional experience
Work History
Vice President, Tax
Fidelity Investments
09.2013 - Current
- Manage Fidelity’s income tax accounting process for its quarterly and annual filing requirements and applicable
SEC requirements for Fidelity’s broker/dealer and asset management subsidiaries. - Analyzed the income tax accounting requirements during Fidelity’s entity conversion from S Corporation to C
Corporation, including impact on deferred tax balances, researching additional requirements of C Corporations
and tax status changes, and ensuring efficient use of Corptax provision software. - Managed the department’s implementation of Fidelity’s Financial Controls Program focusing on assessment and
documentation of key financial controls and processes. - Optimized Fidelity’s income tax accounting process by successfully implementing Corptax provision software.
- Act as the liaison between Fidelity and IRS audit team, coordinating weekly status meetings and responding to
over 100 information document requests resulting in a favorable outcome for Fidelity. - Assist in the Competent Authority process between Canada and the United States, including drafting Competent
Authority request, coordinating with U.S. Competent Authority office, and developing potential settlement
scenarios. - Motivate and maximize individual contributions from two direct reports while promoting career development.
Tax Accountant
The Clarks Companies NA
07.2011 - 09.2013
- Prepared the consolidated Federal Form 1120 and over 40 state income tax returns yearly, and their respective
estimates and extensions on a quarterly basis. - Calculated current and deferred income tax expense amounts in both US GAAP and UK GAAP as required for
meeting foreign and domestic reporting obligations. - Responsible for the calculation of the foreign tax credit and preparation of Form 1118.
Education
Master of Science - Accountancy
Bentley University
Waltham, MA11-2013
Bachelor of Science - Accoutancy
Bentley University
Waltham, MA05-2009
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Process improvement
- Microsoft Excel
Timeline
Vice President, Tax
Fidelity Investments
09.2013 - Current
Tax Accountant
The Clarks Companies NA
07.2011 - 09.2013
Master of Science - Accountancy
Bentley University
Bachelor of Science - Accoutancy
Bentley University
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Patty BarkerPatty Barker
Client Services Team Leader at Fidelity InvestmentsClient Services Team Leader at Fidelity Investments
Nicole UbillusNicole Ubillus
Workplace Planning Consultant at Fidelity InvestmentsWorkplace Planning Consultant at Fidelity Investments
Jack M. ConnersJack M. Conners
Client Services Intern at Fidelity InvestmentsClient Services Intern at Fidelity Investments
Ashton TriskoAshton Trisko
Plumbing and Heating Assistant at Trisko Heating And PlumbingPlumbing and Heating Assistant at Trisko Heating And Plumbing