Bridgett Karkkainen

Candidate Information

Email: [email protected]

Phone: (248)761-4576

Salary Expectation: $100K-$175K

Skills: Taxation & Compliance Expertise: Domestic & International Tax Compliance: Extensive experience in U.S. and global tax compliance, including corporate, partnership, and non-profit taxation. Tax Provisions & Financial Reporting: Skilled in tax provision calculations (ASC 740, FIN 48) and preparing financial disclosures for tax compliance. Partnership Taxation: Expertise in Form 1065, Schedule K-1, and partnership allocations, including special allocations and tiered partnership structures. State & Local Tax Compliance: Knowledge of residency rules, state-sourced income, and multi-state taxation requirements. U.S. Reporting for Foreign Partnerships: Familiarity with Forms 5471, 5472, 8865, and 8858 for reporting foreign-owned businesses and international tax filings. Depreciation & Amortization Rules: Experience with calculating depreciation (MACRS, Section 179) and amortization for asset management and real estate clients. Foreign Withholding & Compliance: In-depth understanding of withholding tax obligations under FDAP, ECI, and FIRPTA regulations. Alternative Minimum Tax (AMT): Proficient in AMT calculations and applications for corporate and individual clients. Tax Planning, Advisory & M&A Support: Tax Planning & Strategy: Developing tax-saving strategies and forecasting tax implications for businesses and high-net-worth individuals. Merger & Acquisition Tax Support: Advising on M&A tax implications, legal restructuring, and due diligence processes, including Triangular B reorganizations. Transfer Pricing Compliance: Experience in intercompany pricing documentation, transfer pricing adjustments, and country-by-country reporting. Audit & IRS Representation: Preparing technical memos for IRS audits, managing tax assessments, and ensuring compliance with U.S. GAAP and IFRS standards. Software & Tools Proficiency: Tax Software: ONESOURCE – Tax compliance and reporting. GoSystem Tax RS – Corporate tax preparation. CCH ProSystem FX – Tax and accounting workflow management. CorpTax – U.S. federal and international tax compliance. Accounting & ERP Systems: SAP – Tax module, financial reporting, and provision calculations. HFM (Hyperion Financial Management) – Financial consolidation and reporting. Orion – Financial and tax data management. QuickBooks – General ledger, tax calculations, and business reporting. Microsoft Office Suite: Excel (Advanced formulas, pivot tables, financial modeling) Word (Tax documentation, client reports) Access (Database management for tax records) Adobe Acrobat / Reader – Document review, form completion, and digital tax filings. Industry-Specific Tax Experience: Asset & Wealth Management (AWM): Expertise in taxation of hedge funds, private equity, REITs, mutual funds, and other investment structures. Real Estate & Construction Taxation: Experience in taxation of real estate partnerships, REIT structures, and property-related tax considerations (e.g., Form 8825, 4797). Financial Services Industry Taxation: Tax structuring and compliance for financial institutions, investment firms, and insurance companies. Non-Profit Taxation: Specialized in 501(c)(3) tax compliance, Form 990 preparation, and tax exemption strategies. Leadership, Training & Project Management: Team Leadership & Staff Development: Experience managing teams of senior associates, associates, and interns, providing mentorship and performance evaluations. Training Development & Execution: Designing and delivering tax training programs for staff and client education. Project Management: Coordinating large-scale tax compliance projects, ensuring timely filing and adherence to regulatory requirements. Client Consultation & Relationship Management: Providing advisory services to high-net-worth individuals, corporations, and non-profits, ensuring regulatory compliance and tax optimization. Research & Regulatory Compliance: Tax Law Research & Implementation: Staying updated on tax law changes, performing due diligence, and implementing changes in compliance strategies. Government Collaboration: Coordinating with federal and state tax authorities on audits, compliance issues, and tax law interpretations.

Current Location: Royal Oak, MI

Willing to Relocate?: YES

Relevant Experience: 15

Work Authorization: US

Highlights: ✅ 15+ years of tax compliance & financial reporting experience in both domestic and international taxation, making her well-suited for leading multiple engagements.

✅ Strong leadership & mentorship experience, having trained and supervised Senior Associates, Associates, and Interns at multiple firms, aligning with the firm’s emphasis on preparing staff for leadership positions.

✅ Extensive expertise in tax planning, M&A support, and due diligence management, which directly supports the firm's focus on comprehensive service tax practice and consulting projects.

✅ Hands-on experience with a diverse client base, including real estate developers, private equity funds, banks, and closely held corporations, ensuring deep industry knowledge relevant to the firm’s clientele.

✅ Proven ability to manage client relationships, billing, profitability, and tax compliance engagements, aligning with the role’s responsibility for overseeing client relations and engagement profitability.

✅ Expertise in tax software & financial reporting tools, including ONESOURCE, GoSystem Tax RS, CCH ProSystem FX, CorpTax, SAP, QuickBooks, HFM, and Microsoft Office Suite, ensuring proficiency in tax software and workflows.

✅ Excellent communication and collaboration skills, having worked with IRS representatives, clients, and internal teams, supporting the firm’s focus on teamwork and partnership.

✅ CPA-certified with dual degrees in Business Administration (Accounting) from Oakland University and Michigan Technological University, fulfilling the role’s education and certification requirements.

✅ Experience with financial statements for both public and private companies, including tax provisions, compliance, and audit preparation, making her an excellent fit for the firm’s clientele and services.

Resume: View Resume

Cover Letter: View Cover Letter