Diane Bean

About Diane Bean

Accomplished tax professional with track record of success in building teams skilled in working with clients on complex level tax and audit engagements involving tax compliance, financial audits, tax consultation, planning and research. Facilitate communication between clients and service teams while managing risk for both client and firm. Drive growth and profitability by generating new revenue on existing client portfolio, cross selling services, and securing new clients. Co-Founder of This One Dress, a custom dress company giving women the freedom to make their choices of color, neckline, sleeve and hem length for their stylish and comfortable dress! Tax expertise includes exempt organization (EO) tax, along with individual, expatriate, partnership, S-Corporation, C-Corporation, consolidated, state, and municipal tax experience. Skilled in building relationships across lines of business to ensure excellence in client service through an integrated service approach. Strong understanding of prevailing tax practices and changes in tax law to remain current. Select Career Highlights Tax Senior Manager, Ernst & Young, US LLP.(EY)* Proposed and conceptualized innovative Exempt Organization Tax Practice’s IRC§ 501(r) Tax Risk Assessment client service offering (CSO) analysis tool that gathered information required to identify most non-compliant areas for hospital clients for correction and prioritization. Co-lead tool development team. Created web based questionnaire designated to assess risk.* Selected as 1 of 2 EO representatives to join new EY National Tax Business Tax Services Innovation Council, whose focus is vetting new ideas from field for revenue potential.* Selected by EO practice leader to represent EO Tax Practice on National Tax People Advisory Council (PAC), discussed issues related to people matters with top National Tax Executives to improve EY work environment.* Selected from among EY EO Manager and Senior Manager applicants for 2-week assignment to Buenos Aires (BA), Argentina to train BA staff on US tax exempt organization law and EY methods, policies and technology. Developed and taught training materials.

Experience

1. Tax Senior Manager

   EY

   Jan 2009 — Present

   Accountable for client book of business valued at $2 million, with primary client base consisting of US public charities in health care space. Provide clients with tax guidance and planning related to protecting tax-exempt status. Review and oversee tax returns for exempt organizations and taxable affiliates (990s / 1120s / 1065s and related filings, including international filings, IRS audit defense strategies, and other tax matters). Work with auditors on financial statement audits of EO clients from tax perspective; audit client tax positions and form opinions on tax exempt status. Deliver profitable growth through TER (total engagement revenue) and future pipeline. Set budgets for client engagements.Develop robust and enduring client and stakeholder relationships. Implement tax strategies that align with client\'s business objectives, while focusing on key client issues in federal taxation. Train team to develop technical skills around new areas of law. Conduct final reviews of tax returns and tax provisions. Counsel and train junior staff, respond to client questions, plan for upcoming engagements, and respond to multiple RFPs annually for provision of tax compliance or tax consulting service. Address and handle Innovation Council and outside board matters. Build and deploy high performing teams while strengthening EY brand.

Education

• Miami University

  Bachelor of Science (BS)