CPA with 25 years of tax experience with a Big 4 firm and global, publicly-traded and privately-held companies.
Accomplishments include managing all tax aspects for over 20 large acquisition and divestiture transactions including all tax structuring, planning, diligence, purchase accounting or discontinued operations reporting, and tax integration.
Successfully partnered with operations to maximize credit and incentive opportunities resulting in over $30 million of cash savings.
Hands-on and leadership experience in almost every area of taxation including tax planning, M&A, domestic and foreign tax compliance and audits, sales and use tax, property tax, ASC 740, tax SEC reporting, credits and incentives, and IPOs.
Tax Director — #2
CPA with 20 years of tax experience with both a Big 4 firm and a global publicly-traded company.
Standardized tax provision work papers for ease of preparation and review by auditors and implementing process improvement initiatives related to tax reporting and state tax compliance which reduced processing time.
Manages and reviews income tax provisions under US GAAP, ASC 740 and IFRS IAS-12. Reviews quarterly forecast of tax position, prepares annual tax projections, researches various complex tax issues.
Tax Manager — #3
CPA with 10 years of tax experience in both public accounting and industry.
Significant experience with 1040, 1040NR, 1120S, 1120, 1120-F, 1065, 990, 5500, and various state tax returns.
Prepares and reviews large multi-tiered, multi-state partnership and S-corporation entity tax returns.
Expertise includes foreign and domestic tax compliance and planning.
Technical expertise in QuickBooks, QuickBooks Online ProAdvisor, Microsoft, ProSystem FX, GoSystems RS, Lacerte, UltraTax, CS Professional Suite, and CaseWare.
Tax Manager — #4
CPA and MAcc with 6 years of tax experience with a public accounting firm.
Manages the tax compliance process and assists clients with tax planning and mitigation strategies.
Analyzes and responds to tax notices from various state and local jurisdictions.
Leads seminars and presentations for clients, prospective clients, and internal staff regarding tax laws and strategies.
Sales and Use Tax Senior — #5
Bachelor’s degree and an MBA with 15 years of tax experience.
Significant experience preparing multi-state sales and use tax analysis.
Prepares and files monthly, quarterly, and annual sales tax returns.
Prepares federal and state income tax returns and supporting schedules.
Establishes and maintains filing and payment procedures with taxing jurisdictions.
Tax Senior — #6
Bachelor’s degrees in Accounting and Finance and a MAcc with 8 years of tax experience with a regional public accounting firm.
Prepares multi-state tax returns for corporations, individuals, trusts, and insurance companies.
Provides income tax projections for quarterly and year-end planning purposes.
Experience with Forms 1040, 1041, 1065, 1120, 1120S, and 1120PC.
Systems used include: ProSystem, CCH Tax, GoSystems Tax, BNA Tax Planning, Adobe, QuickBooks, Microsoft Office.
Tax Senior — #7
10+ years of tax experience with both mid-sized and global companies.
Calculates, files, and submits tax returns and the associated payments for franchise, commercial activity, and property taxes.
Ensures sales/use and income tax returns are filed and paid on time and correctly.
Researches transactional tax issues, ensures that business activities comply with tax law, and coordinates adjustments to correct activities out of compliance.
Big 4 Tax Senior — #8
CPA and MAcc with 5 years of Big 4 tax experience.
Prepares and reviews federal and state tax workpapers and returns for C-corporations and partnerships.
Reviews quarterly federal and state tax estimates.
Researches tax matters related to the application of new laws for clients’ specific tax circumstances.
Tax Staff — #9
MAcc (concentration in taxation) with 2 years of tax experience with a public accounting firm.
Prepares tax returns for individuals, LLC/Partnerships, and Corporations and prepares tax estimates for clients.
Researches tax regulations and advises clients on their impact.
Experience with Profx tax preparation software.
Big 4 International Tax Staff — #10
LLM in Taxation with 2 years of Big 4 international tax experience.
Advises U.S. and foreign multi-national clients on international tax issues resulting from corporate restructuring and/or cross border transactions. Performs technical tax research for a variety of international tax matters, including GILTI, FDII, BEAT, U.S. withholding tax issues, and tax treaty considerations.
Assists with various complex international reporting and planning issues.
Performs U.S. tax compliance including the preparation of Forms 5471, 5472, 8865, 8858, 1065, 8621, FinCen Report 114, 1120, 1120-F, and related disclosures.
Assists clients with work related to analysis and potential reporting for Subpart Fcalculations, passive foreign investment company (PFIC) analysis, and foreign tax credit analysis and planning.
