Fiscal Year

2022

Case Number

A-21210-24114

Case Status

Certified

Received Date

2021-10-25

Decision Date

2022-04-27

Refile

N

Original File Date

2022-01-01 11:20:37

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

CARLSON CAPITAL

Employer Name Slug

carlson-capital

Employer Address 1

2100 MCKINNEY AVENUE

Employer Address 2

SUITE 1800

Employer City

DALLAS

Employer City Slug

dallas

Employer State

TEXAS

Employer State Slug

texas

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

75201

Employer Phone

214-932-9600

Employer Number of Employees

150

Employer Year Commenced Business

1993

NAICS Code

523110

FW Ownership Interest

N

Employer Contact Name

Alicia Allred

Employer Contact Address 1

2100 McKinney Avenue

Employer Contact Address 2

Suite 1800

Employer Contact City

Dallas

Employer Contact State/Province

TEXAS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

75201

Employer Contact Phone

2149329600

Employer Contact Email

aallred@carlsoncapital.com

Agent Attorney Name

Cindy K Ansbach

Agent Attorney Firm Name

JMA Firm PLLC

Agent Attorney Phone

9725216650

Agent Attorney Address 1

12655 North Central Expressway

Agent Attorney Address 2

Suite 275

Agent Attorney City

Dallas

Agent Attorney State/Province

TEXAS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

75243

Agent Attorney Email

cindy@agfirm.net

PW Track Number

P10021084174588

PW SOC Code

13-2011

PW SOC Title

Accountants

PW Skill Level

Level II

PW Wage

68786.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2021-08-25

PW Expiration Date

2022-06-30

Wage Offer From

68786.00

Wage Offer To

0.00

Average Salary

68786.00

Wage Unit of Pay

Year

Worksite Address 1

2100 McKinney Avenue

Worksite Address 2

Suite 1800

Worksite City

Dallas

Worksite City Slug

dallas

Worksite State

TEXAS

Worksite Postal Code

75201

Job Title

Tax Analyst

Job Title Slug

tax-analyst

Minimum Education

Master's

Major Field of Study

Accounting

Required Training

N

Required Experience

Y

Required Experience Months

12

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Related

Accept Alternative Combination

Y

Accept Alternative Combination Education

Bachelor's

Accept Alternative Combination Education Years

5

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

12

Accept Alternative Job Title

Tax Analyst, Tax Intern, or related

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Requirements Masters degree in Accounting or related field plus 1 year of experience in job offered or 1 year of experience in tax analysis in asset management industry. Requires CPA certification or successful completion of uniform CPA Examination. Requires 1 year experience in the following building tax models for asset management industry; private equity investment tax matters industry; UBTI, Franchise Tax, Sales and Use Tax; Foreign Tax Credit; ASC 740 analysis for uncertain tax positions; and high net worth tax return matters. In lieu of Masters degree, employer will accept Bachelors degree in above listed fields plus 5 years progressive experience in related occupation. Experience may be gained concurrently. Employer will accept any suitable combination of education, training or experience.br br BUSINESS NECESSITY The position requires the above listed academic qualifications and work experience in order for the Tax Analyst to be capable of performing the subject job duties detailed above in a normally accepted manner. The nature of the position requires providing advanced capabilities in solving complex business tax problems. Understanding the process and problemsolving techniques for business tax processes is key to the offered position. The subject position is not runofthe mill. Rather, this position requires multifaceted and complex job duties that involve coordinating projects, taking responsibility for projects, and communicating with senior management and other departments both formally and informally to ensure that their needs and requirements are met. Such position requires the above preparation and related skills which cannot be obtained during a reasonable period of onthejob training.br br NO FAMILIAL RELATIONSHIPS Please note that there are no familial relationships between parties with ownership interests in the sponsoring organization and the foreign worker, and there is no investment in the sponsoring employer by the foreign worker. Accordingly, the foreign worker does not have an ownership interest in the sponsoring organization, and there is no familial relationship between the stockholders, officers, incorporators or board members and the foreign worker. Further, the foreign worker is not one of a small number of employees. As such, the subject position is a bona fide job opportunity available to all U.S. workers.br br NO LAYOFF The employer has NOT had layoff in area of intended employment in the subject or related occupation within the six months immediately preceding the filing of this application.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2021-06-23

SWA Job Order End Date

2021-07-26

Sunday Edition Newspaper

Y

First Newspaper Name

Dallas Morning News

First Advertisement Start Date

2021-06-20

Second Newspaper Ad Name

Dallas Morning News

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-06-27

Employer Website From Date

2021-06-14

Employer Website To Date

2021-06-21

Professional Organization Ad From Date

2022-01-01 11:20:37

Professional Organization Advertisement To Date

2022-01-01 11:20:37

Job Search Website From Date

2022-01-01 11:20:37

Job Search Website To Date

2022-01-01 11:20:37

Employee Referral Program From Date

2021-06-14

Employee Referral Program To Date

2021-06-21

Local Ethnic Paper From Date

2022-01-01 11:20:37

Local Ethnic Paper To Date

2022-01-01 11:20:37

Radio/TV Ad From Date

2021-06-26

Radio/TV Ad To Date

2021-06-27

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

VIETNAM

Foreign Worker Birth Country

VIETNAM

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

ACCOUNTING

Foreign Worker Years of Education Completed

2015

Foreign Worker Institution of Education

SOUTHERN METHODIST UNIVERSITY

Foreign Worker Education Institution Address 1

6214 BISHOP BLVD.

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

DALLAS

Foreign Worker Education Institution State/Province

TX

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

75275

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Cindy K Ansbach

Preparer Title

Attorney

Preparer Email

cindy@agfirm.net

Employer Information Declaration Name

Alicia Allred

Employer Information Declaration Title

Head of Administration and Human Resources