52 year(s)

Federal;    State;   

Corporate;    Partnerships;    Individual

Income;    Indirect (Sales & Use, VAT)

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   


38 year(s)

Federal;    State;   

Corporate;   

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

SAP - Intermediate
Excel - Intermediate
Tax Technologies Tax Series - Compliance - Intermediate
CorpTax Compliance - Intermediate
OneSource Compliance - Expert
Thomson Reuters Checkpoint - Expert


52 year(s)

Federal;    State;   

Corporate;    Partnerships;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Strong SALT background, including income, multi-state sales & use taxes. Experienced in reverse sales tax reviews and process improvement. Strong computer skills, particularly with Excel.


55 year(s)
In-House

Federal;    State;    International

Corporate;    Partnerships;   

Income;    Indirect (Sales & Use, VAT)

Local Country

Transactional Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;   

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Novice
Excel - Expert
Excel Power Pivot - Expert
Excel Power Query - Intermediate
Tax Technologies Tax Series - Compliance - Expert
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Intermediate
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Expert
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Expert
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Expert
Thomson Reuters UltraTax CS - Novice
Vertex - Intermediate
XCM - Novice
OneStream Tax Provision - Intermediate

Active in tax consulting sice 2006 in most multinational fortune 500 companies.


42 year(s)
In-House

Federal;    State;   

Corporate;    Partnerships;    Individual

Income;    Property;   

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Alteryx - Intermediate
Excel - Intermediate
Excel Power Pivot - Intermediate
Excel Power Query - Intermediate
Microsoft Power BI - Intermediate
CORPTax Provision - Intermediate
CorpTax Compliance - Expert
OneSource Compliance - Expert
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Expert
Thomson Reuters GoSystem Tax RS - Expert

Highly experienced Tax Technology Professional with extensive Corporate Tax Department background specializing in technology-enabled process automation, efficiency and improvement. Extensive experience with multiple Tax Software platforms including Corptax, ONESOURCE Income Tax/ONESOURCE Tax Provision, SharePoint, Office 365, Power BI, Alteryx and Sage FAS as an Administrator and Power User. Extensive experience in Corporate Tax Operations as the Corptax System Administrator and ONESOURCE Income Tax/Tax Provision Administrator. Responsible for Software updates, managing the Consolidated Federal and State Returns process including scheduling of Tax Return assignments, generating the Consolidated Returns, and e-filing all applicable Federal/State Tax Extensions and Returns. Coordinate both in-house and online training for Corptax, Alteryx, CCH, Bloomberg BNA and Sage FAS Software. Implemented SharePoint Tax Portal with assistance from Big 4 Accounting Firm which is used daily for Document Management, Workflow Management, and Resource Management (scheduling) to streamline the workflow of the entire Tax Department. The SharePoint Tax Portal utilizes OnePlace in conjunction with Office365 to seamlessly upload documents from the entire Office 365 suite.


31 year(s)

Federal;    International

Corporate;    Partnerships;   

Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Tax Audit;    Process Improvement/Optimization;   

I am an experienced hands-on tax lawyer with extensive experience in multiple industries.  My industry experience includes oil & gas taxation, software taxation, taxation of electronic/hardware manufacturing and taxation of financial services and instruments. I have led large multi-billion multinational tax departments and has nurtured smaller tax departments. I have very strong background in international domestic corporate tax planning (including all forms of M&A), tax audit administration and transfer pricing planning. In my role as head of tax and in my private practice I also handle a considerable number of tax compliance reviews.  In my practice, I focus on value creation through tax planning. I believe compliance is a necessary adjunct of planning and I incorporate practical compliance solutions to all my planning projects in order to deliver a complete service package.  


43 year(s)

Federal;    State;   

Corporate;   

Income;    Property;    Indirect (Sales & Use, VAT)

Compliance Prep;    Compliance Review;    Tax Audit;   

I am a tax professional with many years of experience working on various federal and state tax projects. For instance over the last year I assisted clients in detail reviewing almost 200 state and local tax returns, both single entity and unitary returns. The unitary returns had 50+ subsidiaries and I reviewed the work of six different preparers. I reviewed tax returns from almost all states that have an income tax. In addition I have prepared about 50 state and local tax returns for both C and S corporations. I have also assisted a client with preparing several of their federal income tax returns including 263A and depletion calculations. Other areas that I worked on were assisting clients in responding to 50+ state tax notices with success in reducing proposed assessments. I assisted a client with a SALT research project updating a state apportionment info grid that was used for determining state apportionment for the client's various companies. The grid covered about forty (40) states. I made changes to the grid for changes in state tax law affecting apportionment factors, separate entity versus unitary/combined reporting, and changes in state tax rates for 2018. In addition, I updated SALT NOL carryover schedules. Last, I updated and revised for the YE 2018 close the state TCJA conformity memorandum for the external auditors. At the various clients I used OneSource tax compliance software. I used the software effectively.


41 year(s)
Public Accounting,In-House

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Intermediate
Avalara - Intermediate
Excel - Intermediate
Excel Power Pivot - Intermediate
Excel Power Query - Intermediate
Tax Technologies Tax Series - Compliance - Intermediate
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Intermediate
BNA Sales & Use Tax - Intermediate
BNA Tax Planning - Intermediate
CCH ProSystems FX Planning - Intermediate
CorpTax Compliance - Intermediate
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
TaxWare (Sales & Use) - Intermediate
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters Sabix - Intermediate
Thomson Reuters GoSystem Tax RS - Intermediate
Thomson Reuters UltraTax CS - Intermediate
Vertex - Intermediate


40 year(s)

SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
Alteryx - Novice
Excel - Intermediate
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters GoSystem Tax RS - Intermediate
OneStream Tax Provision - Intermediate

Tax Planning, Compliance and Provision. Process Improvements


32 year(s)

Federal;    International

Corporate;    Partnerships;    Individual

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

I started in tax M&A due diligence and planning at a law firm - then GE. I held senior tax planning roles at large multinational companies. I am good at M&A, identifying planning opportunities, and audit defense.


35 year(s)

Federal;    International

Corporate;    Partnerships;   

Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Driven tax professional with a demonstrated track record of developing processes using Six Sigma principles resulting in optimized tax effective business growth and outcomes. Fast learner and proactive leader with proven ability to prioritize assignments, manage multiple tasks simultaneously, and work effectively under pressure. AREAS OF EXPERTISE Domestic and international tax compliance and process improvement Domestic and international tax planning Domestic and international audit management Transfer pricing APB 23 Assertions ASC 740 Financial derivatives taxation Partnership taxation Mergers and Acquisitions FIN 48 Cash pooling structures Six Sigma Green Belt (CSSGB)


45 year(s)

Federal;    State;    International

Corporate;   

Income;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   

I have extensive knowledge in all areas of corporate tax, but with the most experience with tax provision work and Federal/State income tax compliance. I also have deep software experience in working with indirect taxes with SAP/Sabrix (One Source)/LCR Dixon.


33 year(s)

Federal;    State;    International

Corporate;    Partnerships;   

Income;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

• High-performing, results oriented professional with strong history of building and leading a value- added tax function that operates as key contributor in achieving company’s strategic and financial goals. • Proven leadership skills with ability to influence and drive individuals across the organization to achieve tax and/or business objectives. Highly effective at developing internal relationships and constituents. • Solid communicator. Adept at condensing complex tax issues into business oriented, non-technical terms. Well-recognized business acumen and ability to appropriately integrate tax considerations into overall decisions. • Strong, diverse technical expertise with experience in all areas of corporate and partnership taxation, including transactional tax planning, mergers, acquisitions, U.S. and foreign tax compliance, transfer pricing, U.S/foreign tax audits/controversy and accounting for income taxes under ASC 740. • Demonstrated ability to develop, coach and mentor team members for greater roles and responsibilities


41 year(s)
In-House

Federal;    International

Corporate;   

Income;    Property;   

U.S. Outbound;   

Transactional Planning;    Operational Planning;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;   

SAP - Novice
HFM/Hyperion (Oracle) - Intermediate
Excel - Intermediate
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Novice
BNA Sales & Use Tax - Novice
BNA Tax Planning - Expert
OneSource Compliance - Novice
OneSource Provision (OTP) - Expert

With 30 plus years of experience, 12 of them as the Chief Tax Officer for a highly acquisitive Fortune 100 company, I have had the opportunity to work closely with 4 CFO's and multinational teams across 4 time zones while leading in house teams and external resources in all areas of tax. I enjoy engaging with members of the business and treasury teams to design and implement strategies that minimize tax risk, cash tax and tax expense.


2025 year(s)

Federal;    State;    International

Corporate;   

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Deep Global Tax expertise having served as Global Head of Tax of numerous Fortune and other corporations. Have taken two companies out of SEC reported tax material weaknesses. Well rounded expertise in US and Global tax planning, M&A, Entity restructuring, post merger consolidation and integration, tax controversy including audits, ASC 740 and US (Federal and state) and sales and use tax including property tax reporting and protests, Bankruptcy, Inbound and outbound transactions. Well versed in the tax laws of UK, Canada, Ireland, and India. Exposed to tax laws of Brazil, Israel.


20 year(s)
In-House

Federal;    State;    International

Corporate;    Partnerships;   

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Corporate Tax Consultant with over 25 years of corporate tax experience including enterprises ranging from large publicly traded multinational companies in the software/technology, life sciences, and manufacturing industries to private companies both large and small. A technology savvy professional with broad based experience in tax technical, tax controversy, and ASC 740 tax accounting (including SEC reporting) to solve client problems accurately, timely, efficiently and implement process improvements.


31 year(s)

Federal;    State;    International

Corporate;    Individual

Income;   

U.S. Outbound;    Inbound;   

Transactional Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Practice Area and Focus: Tax: ASC 740 Income Tax Provisions, Mergers & Acquisitions Due Diligence; Interim Tax Director; Strategic Tax Planning Reviews (Corporate, State & International);


36 year(s)
In-House

Federal;    International

Corporate;   

Income;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   

Innovative and detail-oriented Tax Director with extensive experience in multiple tax compliance operations within multinational corporate operations. Able to effectively recognize and assess risks, develop and train teams, and ensure organizational efficiency. Adept at designing and implementing innovative tax planning strategies that ensure compliance with tax regulations, maintaining internal controls, driving continuous process improvements, and reducing corporate liabilities. Effectively builds, develops, mentors, and leads high performance teams in significantly impacting operational tax performance through the development and implementation of innovative strategies. Recognized as a self-directed professional with excellent problem solving, analytical, and communication skills. -Debt/Equity Structures -Domestic Compliance -Problem Resolution -Tax Research -Transfer Pricing -International Compliance -Team Leadership & Development -Project Management -Audit Controversies -Accounting for Income Taxes -Bankruptcy -Process Implementation


29 year(s)
In-House

Federal;   

Corporate;   

Tax Accounting/Provision/Reporting;    Process Improvement/Optimization;   

Excel - Intermediate

-24+ years of experience in tax, with a focus on worldwide/global income tax accounting/income tax provisions (ASC 740/FAS 109) -13+ years’ experience as a Tax Director that includes, for all positions, overseeing the worldwide/global income tax accounting function - Considerable experience in process improvements and enhancements, particularly with respect to income tax accounting (i.e., implementation of income tax accounting software systems - OneSource Tax Provision ("OTP") and Longview Tax - and implementation of tax document management/SOX software - Big 4 Tax Operations Manager ("TOM") and Connected Tax Gateway ("CTG"). - Bachelor of Business Administration (BBA), with a major in accounting, a Master of Science in Taxation (MST), and a Certified Public Accountant (CPA).(Inactive). -Major Income Tax Accounting Accomplishments: Part of the tax leadership team that successfully remediated the material weakness (MW) in income tax accounting, which existed prior to my arrival, at a large Oil+Gas company (year-end 2013) and led, as the top tax person, the successful remediation of the material weakness (MW) in income tax accounting, which existed prior to my arrival, at a public construction company (year-end 2017).


44 year(s)
Laws

Federal;    State;   

Corporate;   

Income;   

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

HFM/Hyperion (Oracle) - Novice
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Intermediate
Excel Power Pivot - Novice
Excel Power Query - Novice
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
Oracle - Novice
SAP - Intermediate
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Novice
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Intermediate
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Novice
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Novice
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice

Experience in corporate income tax accounting (ASC 740), provisions, external reporting (tax disclosures in SEC filings), compliance, forecasting, and audit defense. Areas of focus include US and multistate taxation. Developed communication skills through involvement in software implementation projects and coordination with other functional groups on analysis of material transactions.


30 year(s)
In-House

Federal;    State;   

Corporate;   

Income;    Property;    Indirect (Sales & Use, VAT)

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Intermediate
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Intermediate
Excel Power Pivot - Intermediate
Excel Power Query - Novice
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Intermediate
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Expert
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Intermediate
Advantax - Novice
BNA Tax Planning - Intermediate
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Expert
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Expert
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Novice
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice
OneStream Tax Provision - Intermediate

Tax Director level with 25+ years of experience working across the tax life cycle for US-based multinational companies across multiple industries. Experience includes tax provision prep/review and footnote, compliance prep/review, Fed/State and Internal/External audit management/dispute resolution, internal controls admin, process building/improvement, management of technology/systems, due diligence and purchase accounting. CPA with MS in Taxation.


31 year(s)
In-House

Federal;    State;    International

Corporate;   

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;   

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Intermediate
Alteryx - Novice
Avalara - Novice
Excel - Expert
Excel Power Pivot - Expert
Excel Power Query - Intermediate
Microsoft Power BI - Novice
Tableau - Novice
UIPath - Novice
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Intermediate
BNA Tax Planning - Expert
CorpTax Compliance - Intermediate
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Expert

• Creative and innovative strategic business operations partner and pragmatic problem solver • Successful at managing and carefully disrupting the status quo to enable significant strategic change • Specializes in lean tax lifecycle operational efficiency and ETL simplification and transformation • Multinational corporation US tax accounting (ASC740), planning & compliance SME • US Outbound International operations and compliance experience • Comfortable in dynamic environments and able to scale with global expansion • More than ten years of non-tax finance, accounting and entrepreneurial experience • Manages large, multi-dimensional domestic and international tax and cross-functional projects • Strongly advocate continuous feedback and a collaborative coaching and teaming management style


40 year(s)
In-House

Federal;    State;    International

Corporate;    Individual

Income;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
Excel - Expert
Excel Power Pivot - Novice
Excel Power Query - Novice
Microsoft Power BI - Novice
CORPTax Provision - Intermediate
CorpTax Compliance - Expert
Longview (Provision) - Novice
OneSource Compliance - Expert
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Expert
Thomson Reuters GoSystem Tax RS - Intermediate
Thomson Reuters UltraTax CS - Expert
OneStream Tax Provision - Novice

Experienced international tax person with 12+ years in Public Accounting. 20+ years in Industry, with 10 years as Director of Tax, 7 years as Director of International Tax, 5 years as a Federal & International Tax Manager, and 7+ years as a remote access consultant (2017 to date). Significant experience with federal & foreign country tax provision (ASC740), FIN48, APB23, Tax Compliance, Tax Planning, IRS audits, and Transfer Pricing.


52 year(s)

Federal;    State;    International

Corporate;   

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Operational Planning;    Transfer Pricing;    Compliance Review;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Over 30 years of International tax experience in delivering value, driving projects, cost savings covering entity rightsizings, M&A, restructures, strategic planning, tax risk mitigation, tax accounting, financing and alignment of business initiatives. Tax planning and in country experience ; Brazil, Argentina, Mexico, Canada, USA including M&A, valuations, local transaction taxes and global implications of Transfer Pricing regimes. Creative planner, negotiator and project driver focused on building relationships and achieving results with value.


40 year(s)

International

Corporate;    Individual

U.S. Outbound;    Inbound;    Local Country

Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   

Served as Global Tax Director for a human resource/management consulting firm in Philadelphia. Worked as a contract employee for major pharma corporation where I worked on both foreign tax provision review/analysis and oversight for non-US inclusion in the global tax provision. Mentored junior accountant on the inclusion portion of the work. Have been 'retired' since Dec 2016, but now looking to get back into the corporate tax world.


29 year(s)

Federal;    State;    International

Corporate;   

Income;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;   

Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;   


35 year(s)
In-House

State;   

Indirect (Sales & Use, VAT)

Compliance Review;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Expert
Alteryx - Novice
Excel - Intermediate
Excel Power Pivot - Novice
Microsoft Power BI - Novice
LCR-Dixon - Intermediate
TaxWare (Sales & Use) - Intermediate
Thomson Reuters Checkpoint - Intermediate

• Adaptable tax professional with 30+ years of broad corporate tax experience. I have led the annual R&D Tax Credit study for the last 10 years at a major US semiconductor manufacturer. This work has provided me with the skills necessary to find qualifying research expenses, review technical documentation, provide training, and lead interviews with technical and manufacturing teams. • Extensive sales and use tax experience including the review of complex transactions and legal agreements, consulting and providing input and planning ideas on tax impacts of various transactions, management of SAP tax determination systems, compliance review and audit management. I have experience with the integration of newly acquired companies and have consulted on sales tax issues for a major e-commerce company. • Working for a very dynamic and growing company has provided me with opportunities to collaborate with and become a trusted advisor for business groups within the company. Building a consensus, effectively managing people, using technology and always focusing on process improvements are areas of personal strength that I have learned to apply in my projects. • I understand the challenges that large and small companies face when trying to keep up with ongoing work while managing the special projects, audits and other items that often arise. I am confident that I can add value for your organization.


20 year(s)
In-House

International

Corporate;   

Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
Excel - Expert
Tax Technologies Tax Series - Compliance - Intermediate
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Novice
CorpTax Compliance - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Expert

I work with tax planning, tax provision, tax compliance, and transfer pricing at a detailed and high level. I've lead acquisition planning and implementation for multiple large corporations.


39 year(s)

Federal;    State;    International

Corporate;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;   

Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   

I have always enjoyed this parable: "A giant engine in a factory failed. The factory owners had spoken to several ‘experts’ but none of them could show the owners how they could solve the problem. Eventually the owners brought in someone who had been fixing engines for many years. After inspecting the huge engine for a minute or two, this experienced man pulled a hammer out of his tool bag and gently tapped on the engine. Immediately the engine sprung back into life. A week later the owners of the business received an invoice from this man for $10,000. Flabbergasted, they asked this man to send them an itemized bill. The man complied sending a bill that said: Tapping with a hammer: $2.00; Knowing where to tap: $9,998.00. The moral of the story is that, while effort is important, having the experience to know where to put that effort makes all the difference." Domestic, international, state, and indirect taxes are very complicated. When considering who you want to hire to help you with your taxes, you need to look at someone’s education (CPA license, Masters in Taxation Degree, and a Post-Master's in Int'l Taxes degree) and experience (over 20 years) both of which are critical in ensuring that your company pays the least amount of taxes allowed by law.


27 year(s)
In-House

Federal;    International

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Compliance Review;    Process Improvement/Optimization;   

International tax professional with the following experience: in-house as head of tax and senior tax attorney; at Big 4 and other CPA firms as international tax director; successfully completing long-term projects for large public multinationals; published treatise chapter on international tax provisions (GILTI and FDII); and teaching international tax and M&A tax as an adjunct graduate tax professor.


20 year(s)

Indirect (Sales & Use, VAT)

Compliance Prep;    Compliance Review;    Tax Audit;    Process Improvement/Optimization;   

Minimize tax exposure, maximize tax savings, yet be efficient. Tax audits are my favorites!


30 year(s)
In-House

Federal;    State;    International

Corporate;   

Income;   

U.S. Outbound;   

Compliance Prep;    Compliance Review;    Tax Audit;    Process Improvement/Optimization;   

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Intermediate
Excel Power Pivot - Intermediate
Excel Power Query - Novice
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Novice
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Intermediate
DeFacto Planning - Intermediate
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Expert
OneSource Provision (OTP) - Novice
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Intermediate
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice

I have just over 25 years of corporate tax experience in both public accounting and at major corporations. For the past approximately 12 years, I have been working throughout the US and on remote short and long-term contract corporate tax consulting assignments for primarily Fortune 500 and other large corporations. Most of these assignments have been exclusively federal, state or international tax compliance, or some combination of the three in both a preparation and/or review capacity. I have recent and significant experience with both the OneSource and Corptax corporate income tax software packages. I also have significant tax provision experience with several large companies. I have been exposed to a lot of best practices and continually strive to leverage upon my past experiences to improve processes. I enjoy traveling and am open to working in any state, or even abroad. I am currently available and actively exploring possibilities for my next tax consulting contract assignment, wherever it may be located, so let me know if you have any need for my services or if you would like me to send you an updated resume.


2025 year(s)

Federal;    State;    International

Corporate;    Partnerships;   

Income;    Property;   

U.S. Outbound;    Inbound;   

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Matt is an experienced tax professional that has been involved in a number of complex Federal, International, State and Local tax matters, including provision, planning, compliance , fixed asset studies, tax risk management, and audit support. He has a diverse background which includes projects in the finance, real estate, construction, service and manufacturing sectors. He has experience in multi-national corporations, complex partnership structures. He is experienced with mergers and acquisitions, §1031 transactions, repair and maintenance studies and cost segregation


32 year(s)

International

U.S. Outbound;    Inbound;    Local Country

Operational Planning;    Compliance Prep;    Compliance Review;   

Oracle - Expert
HFM/Hyperion (Oracle) - Expert
Excel - Intermediate
Excel Power Pivot - Intermediate
Microsoft Power BI - Intermediate
CorpTax Compliance - Novice
OneSource Compliance - Expert
OneSource Provision (OTP) - Intermediate

Experienced tax professional offering a background encompassing a broad range of skills including tax compliance, ASC 740, and financial reporting across a variety of industries. A team player who is detailed oriented and has excellent problem solving skills. • Performed ASC 740 Tax Accounting for a pharmaceutical company with operations in 59 countries. • Utilized OneSource Tax Provision • U.S. international tax compliance (prepared Forms 5471, 8858, 8865, 1118). • TCJA: Tax Reform: modeling of GILTI, FDII, & BEAT • OneSource Income Tax System: • Setup 200 new entities acquired in merger • Added new accounts; upload FX rates and financial data. • Prepared returns from start to finish. • Monitor U.S. and foreign tax law changes • Supervised and train three International Tax Managers • Tax Reform: modeling & implementation of GILTI, FDII, & BEAT • SOX controls: Tax Reform (GILTI, FDII, BEAT) & Subpart F • Tax Planning: review tax efficient structuring to reduce GILTI risk • Managed Section 965 toll charge E&P Study


29 year(s)

Federal;    State;    International

Corporate;   

Income;    Property;    Indirect (Sales & Use, VAT)

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

With over 25 years experience in the tax industry, I consider myself a strong tax generalist capable of tackling a spectrum of projects. I love what I do and consider no project too large nor too small, too complex nor too simple to undertake. I work hard and want to give you the very best work product every day. As a collegiate athlete, I learned the importance of working as a team despite bumps encountered along the way and have retained this lesson throughout my career. I strive to provide value and professionalism to you from day one. Having the privilege of servicing large, multi-national corporations for the last 16 years, I have learned to work efficiently in numerous environments and have seen a great deal of processes and technical issues along the way, including an IPOs, mergers, acquisitions and spin-offs. Thank you for reviewing my profile and I look forward to connecting with you soon.


2025 year(s)

Federal;    State;    International

Corporate;   

Income;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;   

I have 40 plus years of varied corporate tax experience. While I am best known for tax planning, international and audit, I am well versed in tax accounting and provision work - I taught tax accounting in Fordham's Graduate Tax Program for 5 years. I have also worked on significant sales and use projects. Finally, for three clients in the last five years, I have performed software driven tax compliance. The fact that I have expertise in a variety of corporate tax areas makes me a uniquely useful consultant. I have received strong reviews from all of my Tax Force clients. I bring an easy going personality and never cause problems inside or outside my client department.


38 year(s)

Federal;    International

Corporate;   

Income;   

Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Have led two Tax Departments and have 30+ years of tax experience working in Fortune 250 companies that had operations in the Americas, Europe and Asia Pacific


47 year(s)
Public Accounting,In-House

Federal;    State;   

Corporate;    Partnerships;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Intermediate
Avalara - Intermediate
Excel - Intermediate
Excel Power Pivot - Intermediate
Automation Anywhere - Intermediate
Tax Technologies Tax Series - Compliance - Intermediate
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Intermediate
Tax Technologies Tax Series- Provision - Intermediate
BNA Sales & Use Tax - Intermediate
BNA Tax Planning - Intermediate
CCH ProSystems FX Planning - Intermediate
CorpTax Compliance - Intermediate
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Intermediate
TaxWare (Sales & Use) - Intermediate
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters GoSystem Tax RS - Intermediate
Thomson Reuters UltraTax CS - Intermediate
Vertex - Intermediate


36 year(s)
In-House

Federal;    State;    International

Corporate;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Intermediate
HFM/Hyperion (Oracle) - Novice
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Intermediate
Excel Power Pivot - Intermediate
Excel Power Query - Intermediate
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Intermediate
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Intermediate
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Intermediate
CCH ProSystems FX Planning - Intermediate
CorpTax Compliance - Intermediate
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Intermediate
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice

Highly motivated CPA and attorney with 30 years of tax experience and a proven track record of $38 million in tax savings. I have extensive experience in the areas of tax planning, tax accounting and compliance for US publicly held companies with international operations ranging from $1 billion to over $4 billion in sales.


37 year(s)
Public Accounting

State;   

Property;    Indirect (Sales & Use, VAT)

Tax Audit;    Process Improvement/Optimization;   

Tax leader, experienced in state and local transaction/indirect consulting. Extensive experience in multistate sales and use tax, tax research, tax compliance planning and procedures, development of tax savings strategies, and negotiation of multimillion dollar audit reductions and refunds. Diverse industry expertise leading teams to deliver across the entertainment, hospitality, restaurant, energy, retail and healthcare industries.


42 year(s)

Federal;    State;   

Corporate;    Partnerships;   

Income;   

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Audit;   


45 year(s)
In-House

Federal;    State;    International

Corporate;    Individual

Income;   

U.S. Outbound;   

Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;   

Oracle - Novice
SAP - Novice
HFM/Hyperion (Oracle) - Novice
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Intermediate
Excel Power Pivot - Novice
Excel Power Query - Novice
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Novice
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Novice
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Novice
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Novice
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice


37 year(s)
Public Accounting,In-House

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Senior level tax executive with over 18 years as the VP or SVP, Tax for large multi-national corporations having previously spent over 11 years with a Big 4 Public Accounting Firm. Extensive experience building out best in class large global tax departments, achieving exceptional cash tax savings, and transforming tax departments into profit centers viewed as a value added business partner. Specialized in domestic and international M&A, divestitures, entity rationalization, inter-company debt rationalization, tax accounting (ASC 740), uncertain tax positions (FIN48), APB23 analysis, tax compliance, tax planning, tax controversy, and transfer pricing.


20 year(s)

State;    International

Property;    Indirect (Sales & Use, VAT)

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

My experience includes thirty years in the areas of US and International Transaction Taxes including Sales & Use, Local Option, Gross Receipts, Excise, Telecom, Utility, and Value-Added. In addition, I have also worked the past twenty years designing, implementing, and integrating taxation systems including Vertex, Taxware (Sovos), Sabrix (OneSource), Avalara, etc. with various billing, CRM, and ERP systems.


35 year(s)
In-House

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;   

Oracle - Novice
SAP - Novice
HFM/Hyperion (Oracle) - Novice
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Intermediate
Excel Power Pivot - Novice
Excel Power Query - Novice
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Expert
CORPTax Provision - Novice
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Expert
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Novice
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Novice
OneSource Provision (OTP) - Novice
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Expert
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Novice
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice

Senior Tax Executive who quickly assesses multifaceted situations and provides effective solutions to business leaders and governmental authorities. Successful supporting domestic and international business expansion by effectively managing mergers and acquisitions and development of new operating models. In-depth experience in all global regions navigating complex tax disputes & policy matters, and implementing strategies to achieve the most favorable tax position. Recognized as a leader with a passion for building highly engaged, top-performing teams by developing a culture of employee engagement. Global Tax Planning | Transfer Pricing | Tax Controversy and APAs | Mergers, Acquisitions and Business Development | Treasury | Employee Upskilling & Development |Tax Cuts and Jobs Act & ASC 740 Steering Commitee Member of the International Fiscal Association, Atlanta Chapter, Women in IFA, and the National Foreign Trade Council.


31 year(s)
In-House

International

Individual

U.S. Outbound;    Inbound;    Local Country

Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
Tax Technologies Tax Series - Compliance - Intermediate
CORPTax Provision - Intermediate
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Intermediate
Longview (Provision) - Intermediate
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters UltraTax CS - Intermediate
OneStream Tax Provision - Intermediate

I have been involved in several SOX control projects. I have strong background in Foreign provision. ( Including but not limited to tax accounts roll forward, discrete adjustments, FIN 18 forecast, FIN 48, foreign income tax return review, tax and other SEC disclosure items) I also have part of the teams that have prepared financial disclosure for annual and quarterly SEC reporting. I have experience in international compliance and review of US Federal income tax returns and Foreign tax returns.


19 year(s)

Federal;    State;    International

Corporate;    Partnerships;   

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

An accomplished tax executive whose primary focus is risk mitigation, creation of shareholder value, the development of operational efficiencies and the elimination of departmental and operational redundancies, which is complimented with a strong background in domestic and international tax research, planning, compliance and review for both corporate and partnership entity structures. Experienced in FAS 109 / FIN 48 tax accounting for quarterly and year-end reporting. Demonstrated ability to successfully defend company positions under audit by various taxing authorities. Strong interpersonal, communication and computer skills (including Corptax, Fast-tax, OneSource, CCH Axcess and Pro-Fx and Vertex as well as various general ledger systems and online tax research tools).


39 year(s)

Federal;    International

Corporate;   

U.S. Outbound;   

Transfer Pricing;    Tax Audit;    Process Improvement/Optimization;   

Consultant is a leading transfer pricing expert. Tax attorney, LLM (NYU) and CPA with a passionate business person’s approach to analyzing and solving complex transfer pricing issues. In house experience includes leading the worldwide transfer pricing function at the world’s most global financial services firm and a Top 5 non-U.S. based financial institution. Most recently, has independently consulted for other Fortune 500 financial, biopharma and insurance companies, as well as a multinational luxury retailer. Reduce company ETR’s by designing, implementing and successfully defending appropriate transfer pricing strategies. Always current on global transfer pricing developments. Effectively utilize alternative dispute resolution techniques (APA’s, MAP) to mitigate tax and financial statement risk. Extensive experience designing and implementing effective transfer pricing governance frameworks at large multinational corporations, including operational and SOX controls and end-to-end operational transfer pricing platforms. Over 15 years of hands-on responsibility running in-house transfer pricing functions at two of the largest multinationals provides the consultant with a practical highly effective collaborative style which blends well with expert legal and accounting skills. My consulting clients have universally enjoyed working with me and been extremely happy with the value delivered through my services.


19 year(s)
Public Accounting,In-House

Federal;    State;    International

Corporate;    Partnerships;   

Income;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

I am an international tax professional with extensive tax technical knowledge and advisory experience that enables me to work independently and manage competing priorities. I have over 17 years in tax out which over 12 years of experience in U.S. international tax compliance, computations related to GILTI, Subpart F, FDII, FTC, foreign currencies, E&P, PTEP, and performing tax research and writing tax technical memorandums and opinions. I have experience with preparing/managing the international tax compliance of over 250 entities. I also have experience in tax planning, namely providing advice on tax consequences of a transaction (acquisition, post-acquisition integration, restructuring), and related disclosure and compliance requirements. In addition to the international tax compliance and computations as they relate to the U.S. tax law, I have been exposed to transfer pricing, VAT, CbC reporting, planning for mitigating tax risk in foreign jurisdictions, drafting intercompany agreements. My strengths are tax technical skills, quantitative analysis, computations, reading and researching the tax law and commentaries, working independently, resourcefulness, excellent project management, collaborating and communicating with cross-functional teams, building relationships with colleagues from various departments and teaching and coaching staff.


24 year(s)
Public Accounting,In-House

International

Corporate;   

U.S. Outbound;    Inbound;   

Transfer Pricing;    Tax Audit;   

I have 21 years of hardcore tax and transfer pricing experience and have worked both in house in Fortune 100 corporations and Big 4 Firms. In addition to managing large scale tax and transfer pricing compliance projects, my core expertise lies in following technical areas: a) Tax Planning - including supply chain planning, cost sharing transactions, business restructuring, building transfer pricing processes and internal controls. b) Tax Controversy – including APAs, IRS audits, foreign transfer pricing audits. The audit experience includes defending routine returns for limited risk entities and complicated transfer pricing matters involving intellectual property issues. c) Tax Valuation - including IP valuation as per U.S. transfer pricing regulations, fair market / legal entity valuation for tax and accounting purposes, and valuation for property tax purposes d) Operational Transfer Pricing - including headquarter cost allocation, reviewing and setting up intercompany contracts, extracting information from company accounting system, and review of tested party results. In addition to above - I have managed large team of advisors on various projects. My team management experience includes managing teams of 3 to 4 people on large scale projects. I'm a passionate tax and transfer pricing professional and I look forward to add value to my customers( both internal and external) in variety of ways. A happy and satisfied customer gives me best professional satisfaction


40 year(s)
Public Accounting,In-House,Laws

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
JD Edwards (Oracle) - Intermediate
Alteryx - Intermediate
Automation Anywhere - Expert
Advantax - Intermediate
OneStream Tax Provision - Expert

Experienced international tax person with 12+ years in Public Accounting (Senior Manager & Tax Manager at various Big 4 Firms). 20+ years in Industry, with 10 years as Director of Tax, 7 years as Director of International Tax, 5 years as a Federal & International Tax Manager, and 3+ years as a remote access consultant (2017 to date). Significant experience with federal & foreign country tax provision (ASC740), FIN48, APB23, Tax Compliance, Tax Planning, IRS audits, and Transfer Pricing.


18 year(s)
Public Accounting,In-House

Federal;    International

Corporate;   

U.S. Outbound;    Local Country

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;   

Oracle - Expert
SAP - Expert
HFM/Hyperion (Oracle) - Expert
Excel - Expert
Excel Power Pivot - Expert
Excel Power Query - Expert
Tax Technologies Tax Series - Compliance - Expert
BNA Corporate Tax Analyzer - Expert
CORPTax Provision - Expert
Tax Technologies Tax Series- Provision - Expert
CCH ProSystems FX Planning - Expert
CorpTax Compliance - Expert
OneSource Compliance - Expert
OneSource Provision (OTP) - Expert
SAP Asset Manager - Expert
Thomson Reuters Checkpoint - Expert
Thomson Reuters GoSystem Tax RS - Expert
Vertex - Expert
OneStream Tax Provision - Expert


39 year(s)
Public Accounting

Federal;    State;   

Corporate;   

Income;   

Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   


24 year(s)
In-House

Federal;    International

Corporate;    Partnerships;   

U.S. Outbound;    Inbound;    Local Country

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Expert
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Novice
Excel - Expert
Excel Power Pivot - Novice
Excel Power Query - Novice
Microsoft Power BI - Novice
Tableau - Novice
CORPTax Provision - Intermediate
CorpTax Compliance - Expert
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Expert


28 year(s)

Federal;    State;    International

Corporate;    Partnerships;   

Income;   

U.S. Outbound;    Inbound;   

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Process Improvement/Optimization;   


32 year(s)

Federal;    State;    International

Corporate;   

Income;   

U.S. Outbound;    Inbound;   

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

I am a tax professional with 25+ years of experience in the corporate tax space. I work exclusively with corporate tax departments on a variety of provision, compliance, controversy and technology projects. I am a CPA and have a Master's Degree in Taxation.


25 year(s)

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Paul has repeatedly demonstrated formidable leadership skills primarily focusing on the high level project arena. In the area of accounting and taxation, Paul has performed a wide range of duties from hands on interim directorship to upper managerial level. His solid tax foundation has been one of his strongest assets. He has had both direct and managerial experience with Federal and State provision and compliance program initialization, audit defense, indirect tax, FIN 48, and compliance (federal, multi-state, foreign) as well as General Ledger responsibility at companies of varying sizes. His Foreign Tax experiences range from Indirect (VAT/GST/HST) and Direct Tax to entity structure including transfer pricing studies. Documentation of tax provision and compliance systems and processes related to multi-billion dollar companies has been the most recent expertise provided. Paul has a significant history of senior financial and tax management and international reporting. He created systems for tax accounting, including the deferred tax calculations for several major US manufacturers, utilities, entertainment, and construction industries. He developed and documented methods of tax accounting of several foreign corporations and Earnings and Profits Studies of domestic and foreign corporations. He has prepared, for SEC purposes, the tax notes to the financial statements and all of the supporting tax reconciliation GAAP schedules. Paul also has extensive experience in financial statement consolidations in the industries listed below; ASC 740 (FASB 109) tax provision reporting and systems; return to provision projects, including tax A/R-A/P reconciliation; Federal and State audit strategies and defense; and FIN 48 studies and documentation. He is extensively involved in training on the client created systems. He is a public speaker for seminars on the above topics. Paul consistently focuses on the bottom line and how to efficiently produce the desired results with the least amount of overhead while maintaining integrity.


45 year(s)

Federal;    State;   

Corporate;    Individual

Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Novice
HFM/Hyperion (Oracle) - Novice
JD Edwards (Oracle) - Novice
Excel - Expert
CORPTax Provision - Novice
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Intermediate
CorpTax Compliance - Intermediate
Longview (Provision) - Intermediate
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Novice
Thomson Reuters Checkpoint - Novice
Thomson Reuters GoSystem Tax RS - Intermediate


43 year(s)
In-House

Federal;    State;    International

Corporate;    Partnerships;   

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;   

Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Intermediate
Excel - Expert
Excel Power Pivot - Intermediate
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Intermediate
BNA Tax Planning - Intermediate
CorpTax Compliance - Intermediate
Longview (Provision) - Novice
OneSource Compliance - Intermediate
SAP Asset Manager - Novice
Thomson Reuters Checkpoint - Expert
Thomson Reuters GoSystem Tax RS - Intermediate
Vertex - Intermediate

Accomplished senior tax executive with progressively responsible experience working with both publicly held and private companies, including growth-oriented and middle market organizations, as well as Fortune 500 companies. Proven specialist in the development and oversight of tax operations, including compliance, tax provisions, indirect taxes, process optimization, payroll, research, planning, mergers and acquisitions and management of external advisors.


39 year(s)
In-House

Federal;    State;    International

Corporate;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA


30 year(s)

25 year(s)
Laws

State;   

Indirect (Sales & Use, VAT)

Compliance Prep;    Compliance Review;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

SAP - Intermediate
JD Edwards (Oracle) - Intermediate
Alteryx - Intermediate
Avalara - Intermediate
Excel - Intermediate
Excel Power Pivot - Intermediate
Excel Power Query - Intermediate
Microsoft Power BI - Novice
Tableau - Novice
Blue Prism - Novice
BNA Sales & Use Tax - Intermediate
LCR-Dixon - Intermediate
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Intermediate
TaxWare (Sales & Use) - Intermediate
Thomson Reuters Checkpoint - Expert
Thomson Reuters Sabix - Intermediate
Vertex - Intermediate

Results-oriented professional with two decades of Multi-Industry Tax experience, seeking an innovative role to enable consistent, efficient, and accurate financial outcomes. I leverage the latest Business Intelligence and Analytics tools to extract powerful insights from data, in order to quantify and understand tax risk and exposure.


12 year(s)

Federal;    International

Corporate;   

Income;   

U.S. Outbound;    Inbound;   

Compliance Review;    Tax Accounting/Provision/Reporting;    Process Improvement/Optimization;    Technology Systems/RPA

TEST


20 year(s)
In-House

Federal;    State;   

Corporate;   

Income;   

Compliance Prep;    Compliance Review;   


20 year(s)
In-House

Federal;    State;   

Corporate;   

Income;   

Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Process Improvement/Optimization;    Technology Systems/RPA

Excel - Expert
Excel Power Pivot - Novice
Excel Power Query - Novice
OneSource Compliance - Expert
OneSource Provision (OTP) - Expert
Thomson Reuters Checkpoint - Novice
SAP - Novice
Alteryx - Novice

I work with clients on implementing tax process improvements which may include OneSource products such as Tax Provision (v2014 and v2016), Income Tax, DataFlow (Classic and NextGen), and State Apportionment. I look at my engagements as a partnership and thoroughly enjoy the training aspect. I want my clients to feel empowered and fully understand their new processes. I also serve as a loan staff for some clients helping with both federal and state provision and compliance needs. Below is a list of projects / assignments I have worked on. • Review of client current tax processes and software utilization. Provide process improvement plan including automation recommendations and enhanced software integration using OneSource Tax software. • Implementation of OneSource Tax Provision, version 2014 and 2016. • OneSource Tax Provision tag to class conversion and tax basis balance sheet implementations. • Loan staff provision assistance using OneSource Tax Provision. • Implementation of OneSource Income Tax, including State TI, State Apportionment and Logic Charts. • Loan staff return preparation and review using OneSource Income Tax, federal and state and local. • Implementation of OneSource DataFlow and WorkFlow Manager, with connection points using Data Import (Excel Add-in) and Workpapers. • Template build and redesign of existing OneSource DataFlow templates and related extraction/retrievals.


19 year(s)
Public Accounting,In-House

Federal;    State;   

Corporate;    Partnerships;    Individual

Income;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Novice
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Intermediate
Avalara - Expert
Excel - Expert
Excel Power Pivot - Expert
Excel Power Query - Novice
BNA Corporate Tax Analyzer - Intermediate
OneSource Compliance - Expert
OneSource Provision (OTP) - Expert
Thomson Reuters Checkpoint - Expert
Thomson Reuters GoSystem Tax RS - Expert
OneStream Tax Provision - Expert

I am an accomplished director of tax with a proven track record of driving global tax compliance and savings in diverse corporate environments. A strategic leader with expertise in optimizing corporate tax structures and implementing effective tax planning strategies. Skilled in managing comprehensive tax functions, including compliance, reporting, and risk management. I am passionate about staying abreast of evolving tax laws and leveraging innovative approaches to maximize tax efficiency and minimize liabilities. Ready to drive impactful results and provide strategic guidance in complex tax matters.


30 year(s)
In-House

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;    Property;   

U.S. Outbound;    Inbound;   

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   

Oracle - Intermediate
SAP - Novice
HFM/Hyperion (Oracle) - Novice
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Expert
Excel Power Pivot - Intermediate
Excel Power Query - Novice
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Novice
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Intermediate
CorpTax Compliance - Novice
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Novice
OneSource Provision (OTP) - Novice
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Novice
Thomson Reuters UltraTax CS - Intermediate
Vertex - Novice
XCM - Novice

Experienced tax professional with extensive experience serving domestic and international clients addressing complex federal, state, and international corporate tax issues with services spanning from the initial tax planning /consultation stage to implementation of adopted tax planning and transfer pricing strategies. Services include income tax provision analysis under ASC 740, corporate federal and multi-state consolidated tax return compliance, integrated federal and state IRC section 382-383 studies, federal and state R&D/orphan drug tax credit studies, IP migration/tax arbitrage planning, and select C-Suite tax planning and compliance services. Hands-on professional with solid management experience, a collaborative approach, and extremely strong quantitative analytical skills.


23 year(s)

International

Oracle - Intermediate
SAP - Intermediate
Excel - Expert
Excel Power Pivot - Intermediate
Excel Power Query - Intermediate
Microsoft Power BI - Intermediate
SAP Asset Manager - Novice
Thomson Reuters Checkpoint - Novice
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Novice
Thomson Reuters UltraTax CS - Novice

Skilled and knowledgeable professional with 20 years of Software Development for taxes, experience in the IT industry overseeing agile software development projects and providing technical leadership to deliver customer-oriented solutions and maximize business value. Strong problem solving, strategic planning, organization, analysis, and time management skills. Fluent in English and Portuguese. Basic Spanish


20 year(s)
Public Accounting,In-House,Laws

Federal;    State;    International

Corporate;    Individual

Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;   

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Expert
SAP - Expert
JD Edwards (Oracle) - Expert
Avalara - Expert
Excel - Expert
Excel Power Pivot - Expert
BNA Corporate Tax Analyzer - Expert
CORPTax Provision - Expert
BNA Sales & Use Tax - Expert
CorpTax Compliance - Expert
OneSource Compliance - Expert
Thomson Reuters Checkpoint - Expert
Thomson Reuters Sabix - Expert
Thomson Reuters GoSystem Tax RS - Expert
Thomson Reuters UltraTax CS - Expert
Vertex - Expert


2025 year(s)

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

CPA


17 year(s)

Federal;    International

Corporate;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Compliance Review;    Process Improvement/Optimization;   

Sophie has 10+ years of experience in tax planning, M&A and project management with focus on international tax planning, capital markets and cross-border M&A. She has a record of a 100% on-time delivery for the projects ranging up to $1B+ with 60+ jurisdictions.


40 year(s)

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;   

Delivers practical solutions for global strategy and acquisition planning strategies, compliance, tax provisions, transfer pricing, audit examination defense and tax controversies for federal, state, local and international tax matters. Governmental affairs skills have influenced state tax legislation realizing $27 million in corporate tax credits and eliminated U.S. and international cross-border taxes managing complex implementation of the company’s tax strategies. Provided key transfer pricing testimony to US and Canadian governments for successful first application acceptance into bilateral Advanced Pricing Agreement programs. Collaborates with key accounting, finance and business partners to determine tax planning opportunities and provide advise that manages the corporate tax cycle and effective tax rate forecasts. Resolved and approved tax assessments of $30M without penalty for an automotive holding company, covering four tax years. Builds Centers of Excellence that produce optimal tax and legal structures, millions in tax and resource savings, peak alignment of Annual Operations and Long-Range Planning, and active management of Big Four advisers. Advanced Pricing Agreements | Audit Exam Defense | CFC, FTC | Cross Border | Estimated Tax | FIN48/ASC 740/IAS 12 GAAP, IFRS, | GILTI, FDII, BEAT | Hyperion | Intangibles | OneSource, GoSystem | Partnerships | Global Provision Returns| R&D Credits | SaaS, SAP & Oracle ERP | State and Local | Sarbanes-Oxley | Subpart F | Transfer Pricing US International Inbound/Outbound | Tax Controversy | UBTI | Vertex |1120, 1120S, 1065, 1040, 706, 709, 990, 990-T


27 year(s)
In-House

Federal;    State;    International

Corporate;   

Income;   

U.S. Outbound;    Inbound;   

Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Expert
SAP - Expert
HFM/Hyperion (Oracle) - Expert
Alteryx - Novice
Excel - Expert
Tableau - Novice
CORPTax Provision - Expert
CorpTax Compliance - Expert
OneSource Compliance - Expert
OneSource Provision (OTP) - Expert
Thomson Reuters Checkpoint - Expert
Thomson Reuters GoSystem Tax RS - Expert

US Federal International compliance and ASC 740 reporting, M&A, transfer pricing, tax audit support


35 year(s)
In-House

State;   

Corporate;   

Indirect (Sales & Use, VAT)

Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Intermediate
Alteryx - Novice
Excel - Intermediate
Excel Power Pivot - Novice
Excel Power Query - Novice
LCR-Dixon - Intermediate
TaxWare (Sales & Use) - Intermediate
Thomson Reuters Checkpoint - Intermediate
Vertex - Novice


30 year(s)

Federal;    International

Corporate;   

U.S. Outbound;    Inbound;    Local Country

Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
Alteryx - Novice
Excel - Expert
Excel Power Pivot - Expert
CORPTax Provision - Novice
CorpTax Compliance - Intermediate
OneSource Compliance - Expert
OneSource Provision (OTP) - Expert

Tax executive/VP level consultant with experience in nearly all areas of taxation. Particular strengths include provision, international tax, transfer pricing, as well as process improvement.


13 year(s)
In-House

State;   

Property;    Indirect (Sales & Use, VAT)

Compliance Prep;    Tax Accounting/Provision/Reporting;   

Oracle - Intermediate
SAP - Intermediate
Avalara - Intermediate
Excel - Intermediate
BNA Sales & Use Tax - Intermediate
Vertex - Intermediate


2025 year(s)

State;   

Individual

Property;    Indirect (Sales & Use, VAT)

Inbound;    Local Country

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Global indirect tax, US sales & Use Tax, Canadian GST/PST/HST - compliance, planning, audits, review, tax technology implementation, content, research,


39 year(s)

Federal;    International

Corporate;   

U.S. Outbound;   

Transactional Planning;    Operational Planning;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Technology Systems/RPA

SAP - Novice
HFM/Hyperion (Oracle) - Novice
Excel - Intermediate
UIPath - Novice
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Novice
OneSource Provision (OTP) - Intermediate


2025 year(s)

Federal;    International

Corporate;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Tax Audit;   


35 year(s)

Transactional Planning;   

Oracle - Intermediate
Tableau - Intermediate
Tax Technologies Tax Series - Compliance - Intermediate
DeFacto Planning - Intermediate


20 year(s)

33 year(s)
Public Accounting,In-House

Federal;    International

Corporate;    Partnerships;   

U.S. Outbound;    Inbound;   

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Novice
HFM/Hyperion (Oracle) - Novice
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Intermediate
Excel Power Pivot - Novice
Excel Power Query - Novice
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Novice
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Expert
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Novice
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Expert
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Intermediate
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice

Big 4 Public Accounting Tax Partner and Corporate Tax Executive with extensive financial services background, but ability to work in other industries. Extensive experience with planning, compliance and financial reporting. Strong leadership, organizational and management skills. Strong working knowledge of BEPS, FATCA, investment tax issues, partnership tax matters and transfer pricing.


20 year(s)

20 year(s)
In-House

Indirect (Sales & Use, VAT)

Compliance Prep;    Compliance Review;   

SAP - Novice
Alteryx - Novice
Avalara - Intermediate
Excel - Intermediate
Microsoft Power BI - Novice
Tableau - Novice
UIPath - Novice
OneSource Compliance - Novice
Thomson Reuters Checkpoint - Intermediate
Vertex - Novice
Oracle - Novice

I'm a positive-natured and seasoned sales & use tax consultant with over 9 years' experience in both public accounting and private industry. I hold a CMI designation in Sales Tax and have earned a Masters in Taxation. Reach out to me for help with any of the following: - Nexus Studies - Taxability determinations - Sales Tax Registrations - Retroactive sales tax filing - Sales & Use Tax calculation and filing And More!


24 year(s)

20 year(s)
Public Accounting

Federal;    State;   

Corporate;    Partnerships;    Individual

Income;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;   

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Novice
Alteryx - Intermediate
Excel - Expert
Tableau - Intermediate
CORPTax Provision - Intermediate
BNA Tax Planning - Intermediate
CorpTax Compliance - Intermediate
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
Vertex - Intermediate

31 years in Public Accounting with a Big 4 Firm. Led multiple tax practices, including Private Company Service Group for over ten years for one of the Big 4 firms. Served public and private companies.


20 year(s)
Public Accounting,In-House

Oracle - Expert
SAP - Intermediate
JD Edwards (Oracle) - Intermediate
TaxWare (Sales & Use) - Intermediate
Thomson Reuters Sabix - Intermediate
Vertex - Expert


28 year(s)
In-House

Federal;    State;   

Corporate;    Individual

Income;   

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Novice
Alteryx - Novice
Excel - Intermediate
Excel Power Pivot - Intermediate
Excel Power Query - Intermediate
Microsoft Power BI - Intermediate
CorpTax Compliance - Intermediate
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Intermediate
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters GoSystem Tax RS - Intermediate

Experienced tax professional serving various industries (pharmaceutical, manufacturing, etc.) with strong skillsets in tax, management, Thomson Reuters One Source products (OTP, OIT, Checkpoint), CorpTax, accounting, and auditing services. Proven ability to prioritize and manage concurrent deadlines while delivering quality end products. Exceptional communication and relationship skills. Motivating leader and team player.


22 year(s)
Laws

Federal;    State;    International

Corporate;   

Income;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Tax Audit;   

BNA Corporate Tax Analyzer - Intermediate
OneSource Provision (OTP) - Novice
Thomson Reuters Checkpoint - Intermediate

Tax professional holding a law degree and Masters in Taxation (LL.M.), with a certification in International Tax. For almost twenty years, I have primarily worked in tax departments of multinational corporations on tax controversy matters before numerous tax authorities at the state, federal and international levels, as well as, providing tax planning solutions to complex transactions and corporate structures. My work has focused on corporate income and franchise tax at the SALT, federal and international levels (including both US Inbound and Outbound and Local-Country taxes). I began my career handling tax controversy and administrative appeals matters before numerous tax authorities (SALT, U.S., and International) including leading the tax controversy practice for a global corporation in the oil and gas industry. Afterwards, I broadened my career by leading tax teams and projects within international taxation, transfer pricing, tax planning and Mergers and Acquisitions for other large corporate tax departments.


23 year(s)
In-House

Federal;    State;    International

Corporate;    Partnerships;    Individual

Income;   

U.S. Outbound;   

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Novice
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Novice
Alteryx - Intermediate
Avalara - Novice
CaseWare IDEA - Novice
Excel - Expert
Excel Power Pivot - Intermediate
Excel Power Query - Novice
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Intermediate
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Intermediate
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Intermediate
OIX - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Intermediate
SAP Asset Manager - Intermediate
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Intermediate
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice
OneStream Tax Provision - Novice


20 year(s)
In-House

Federal;    State;    International

Corporate;   

Income;    Property;    Indirect (Sales & Use, VAT)

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
HFM/Hyperion (Oracle) - Intermediate
Alteryx - Expert
Excel - Expert
Excel Power Pivot - Expert
Excel Power Query - Intermediate
Microsoft Power BI - Intermediate
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Novice
BNA Sales & Use Tax - Intermediate
BNA Tax Planning - Expert
CorpTax Compliance - Intermediate
DMI - Novice
OneSource Compliance - Intermediate
OneSource Provision (OTP) - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Expert
Thomson Reuters GoSystem Tax RS - Intermediate
Vertex - Intermediate

Seasoned, respected tax professional with 20+ years’ of direct and indirect tax. Proven expertise in tax planning, compliance, project management, tax technology, and audits across global markets. Demonstrated talent for managing tax projects, global transfer pricing, people development, and tax technology integrations. Adept in running entire tax provision calculation and compliance reporting process for global entities. Repeated success driving value-add improvements through optimization of processes, systems, and controls. Highly responsive leader of teams and manager of internal and external business relationships. Well-credentialed with MS in Professional Accounting and Taxation, CPA designation, training in project management, and Alteryx Core Certified. Managed all aspects of income tax reporting for both US based and foreign based multinationals, including audit response and controversy. Including international forms 5471, 5472, 8858, 8865,etc) Managed Indirect tax reporting, US and foreign, including audit response and controversy. Experience with Corpsales, Vertex, and CCH Corptax International Income Tax reporting module implementation (8865, 8858, and 5471) Onesource Income Tax module implementation (Fed and State) Corptax BEPS for CbCR reporting module implementation Powerful Alteryx and MS BI workflows implemented across every tax function, direct and indirect Oversight of global transfer pricing and international intercompany cash management


25 year(s)
In-House

Federal;    State;   

Corporate;    Partnerships;   

Income;   

Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;   

Oracle - Novice
SAP - Novice
HFM/Hyperion (Oracle) - Novice
JD Edwards (Oracle) - Novice
Alteryx - Novice
Avalara - Novice
CaseWare IDEA - Novice
Excel - Expert
Excel Power Pivot - Expert
Excel Power Query - Expert
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Novice
CORPTax Provision - Novice
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Novice
Advantax - Novice
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Novice
CorpTax Compliance - Novice
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Expert
OneSource Provision (OTP) - Novice
SAP Asset Manager - Novice
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Intermediate
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Expert
Thomson Reuters UltraTax CS - Novice
Vertex - Novice
XCM - Novice
OneStream Tax Provision - Novice


2 year(s)
In-House

Federal;    State;    International

Corporate;   

Income;   

U.S. Outbound;   

Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Excel - Expert
CorpTax Compliance - Intermediate
OneSource Provision (OTP) - Intermediate

I am a CPA with 17+ years of tax accounting, compliance, and consulting experience. 11 years at a Big 4 firm and 6 years as a U.S. International Tax specialist in a multinational corporation. Here's how I add value: Versatile Expertise: Prepare/review detailed and risk-based returns/provisions. Skilled in tax planning and audit support. Specialize in U.S. international taxation, with solid knowledge of Federal, State, and Local income taxes. Strong Work Ethic: Thrive under pressure, excel as an individual and team player. Known for pleasant personality and collaboration. Provide regular updates, committed to excellence. Detail-Oriented: Meticulously detail-focused with a strategic outlook. Deliver timely results without compromising accuracy or quality. Effective Communication: Simplify complex tax issues, ensuring clear understanding. Adapt communication to different audiences, from finance professionals to high-level executives.


9 year(s)
Public Accounting,In-House

Federal;    State;   

Corporate;   

Income;   

Operational Planning;    Compliance Prep;    Compliance Review;    Process Improvement/Optimization;    Technology Systems/RPA

Alteryx - Novice
Excel - Expert
OneSource Compliance - Expert
Thomson Reuters Checkpoint - Intermediate

I am a CPA with four years experience at a big four firm in the AUP & private company services groups. The next three years I spent in industry for a large multinational corporation with a state filing footprint of 200+ state returns. I have experience in preparation and review of federal and state income tax returns, with a specialization in state income tax. I excel at tax technology implementation with OneSource products and workpaper/process improvement. I am detail-oriented, learn quickly, and enjoy helping others learn all things tax. I had great mentors in my the early years of my career and I want to be that person for others.


6 year(s)
Public Accounting,In-House,Laws

Federal;   

Corporate;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Process Improvement/Optimization;    Technology Systems/RPA

Excel - Expert
Excel Power Pivot - Expert

M&A tax attorney and finance professional with approximately 4 years of experience in M&A tax and tax structuring at a Big 4 accounting firm and 8 years of experience in corporate finance/FP&A/consulting.


2 year(s)
In-House

Property;    Indirect (Sales & Use, VAT)

Tax Audit;   


In-House

Federal;    State;   

Corporate;    Partnerships;   

Income;   

Transactional Planning;    Operational Planning;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
Excel Power Pivot - Expert
OneSource Compliance - Expert
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Intermediate
Excel - Expert


36 year(s)
In-House

International

U.S. Outbound;    Inbound;   

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   

Oracle - Novice
HFM/Hyperion (Oracle) - Intermediate
Excel - Intermediate
CorpTax Compliance - Novice
OneSource Compliance - Novice

Over 30 years in tax in both public accounting and corporate, including working in different regions of the country (North Carolina, Philadelphia and Chicago). Broad range of experience from being "a tax department of 1" to working in a tax dept. with over 500 team members to working in large public accounting markets (Chicago, Philadelphia). Have a broad range of experience, but primarily with larger public companies and primarily in international tax. Recently accepted a VERP from an S&P 500 company where I was for 7+ years as Senior Director International Tax, with overall responsibility for international tax (compliance, provision, TCJA calcs,, Pillar I II, etc.) as well as transfer pricing. Also owned the 'Complex Transaction' execution policy for internal restructuring projects, working with Legal, Treasury, Accounting, Finance IT, outside consultants and other stakeholders. Had a team of 4-5 at Zebra and and very much enjoy focusing on helping younger team members develop in their careers. Participated in TEI and Chicago Tax Club (on Int'l Committee), have been a speaker at both as well at other tax events, Would prefer to work remotely, currently live in the Chicago area but my wife and I are in the process of transitioning back to NC closer to family and friends.


36 year(s)
In-House

International

U.S. Outbound;    Inbound;   

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;   

Oracle - Novice
HFM/Hyperion (Oracle) - Intermediate
Excel - Intermediate
CorpTax Compliance - Novice
OneSource Compliance - Novice

Over 30 years in tax in both public accounting and corporate, including working in different regions of the country (North Carolina, Philadelphia and Chicago). Broad range of experience from being "a tax department of 1" to working in a tax dept. with over 500 team members to working in large public accounting markets (Chicago, Philadelphia). Have a broad range of experience, but primarily with larger public companies and primarily in international tax. Recently accepted a VERP from an S&P 500 company where I was for 7+ years as Senior Director International Tax, with overall responsibility for international tax (compliance, provision, TCJA calcs,, Pillar I II, etc.) as well as transfer pricing. Also owned the 'Complex Transaction' execution policy for internal restructuring projects, working with Legal, Treasury, Accounting, Finance IT, outside consultants and other stakeholders. Had a team of 4-5 at Zebra and and very much enjoy focusing on helping younger team members develop in their careers. Participated in TEI and Chicago Tax Club (on Int'l Committee), have been a speaker at both as well at other tax events, Would prefer to work remotely, currently live in the Chicago area but my wife and I are in the process of transitioning back to NC closer to family and friends.


14 year(s)
Public Accounting

Federal;    State;    International

Corporate;    Partnerships;   

Income;   

U.S. Outbound;   

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Expert
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Novice
Alteryx - Intermediate
Avalara - Intermediate
CaseWare IDEA - Intermediate
Excel - Expert
Excel Power Pivot - Expert
Excel Power Query - Intermediate
FDMEE (Financial Data Mgmt Enterprise) - Novice
Microsoft Power BI - Novice
Qlik - Novice
Tableau - Novice
Automation Anywhere - Novice
Blue Prism - Novice
UIPath - Novice
Tax Technologies Tax Series - Compliance - Novice
BNA Corporate Tax Analyzer - Intermediate
CORPTax Provision - Intermediate
Tax Technologies Tax Series- Provision - Novice
BNA Sales & Use Tax - Intermediate
Advantax - Novice
BNA Tax Planning - Novice
CCH ProSystems FX Planning - Intermediate
CorpTax Compliance - Intermediate
DeFacto Planning - Novice
DMI - Novice
Forte International - Novice
LCR-Dixon - Novice
Longview (Provision) - Novice
OIX - Novice
OneSource Compliance - Expert
OneSource Provision (OTP) - Expert
SAP Asset Manager - Intermediate
TaxWare (Sales & Use) - Novice
Thomson Reuters Checkpoint - Expert
Thomson Reuters Sabix - Novice
Thomson Reuters GoSystem Tax RS - Expert
Thomson Reuters UltraTax CS - Novice
Vertex - Expert
XCM - Novice
OneStream Tax Provision - Novice

I am a charismatic leader, energized by continuous improvement with a proven track record of uniting teams and providing timely, complete and accurate tax deliverables. My background includes: • Managing federal, state and international compliance workstreams by maintaining filing calendars and reviewing federal, state and international tax returns, estimates and extensions. • Managing federal, state and international tax provision workstreams including current and deferred calculations, ETR, valuation allowance, ASC 740-10(FIN 48) reserves, technical memos, footnote/financial disclosures and served as external audit liaison. • Leading and developing staff and contractors through daily work direction, coaching and troubleshooting to accomplish tax department objectives and goals. • Supporting a $350 million acquisition through purchase accounting and integration of domestic and international tax compliance and provision. • Implementing tax software used for year-end provision that reduced preparation time and mitigated risk associated with the passage of the Tax Cuts and Jobs Act (TCJA). • Leading the drafting and review of tax control standard operating procedures and supporting control documentation to remediate a significant tax deficiency.


State;   

Indirect (Sales & Use, VAT)

Compliance Prep;    Compliance Review;    Tax Audit;   


24 year(s)
In-House

Federal;    International

Corporate;    Partnerships;    Individual

Property;   

U.S. Outbound;    Inbound;    Local Country

Transactional Planning;    Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

Oracle - Intermediate
SAP - Intermediate
HFM/Hyperion (Oracle) - Intermediate
JD Edwards (Oracle) - Intermediate
Excel - Expert
Excel Power Pivot - Intermediate
CORPTax Provision - Intermediate
BNA Tax Planning - Intermediate
CorpTax Compliance - Intermediate
OneSource Compliance - Expert
OneSource Provision (OTP) - Intermediate
Thomson Reuters Checkpoint - Intermediate

Technical Competence: Over seventeen years of experience with increasing responsibilities in International Tax with a S&P 500 medical device company and a Top Ten public accounting and consulting firm. Analytical Skills: Proven expertise in analyzing and implementing improved tax structures resulting in significant minimization of tax burdens. Initiative: Eliminated the need for an external CPA firm by preparing all international tax compliance and filing requirements in-house. Results Oriented: Recognized for successfully having all international filed positions supported under IRS audits for tax years 2005 thru 2015. Team Oriented: Partnered with executive management, international and domestic tax teams to transition all tax reporting to OneSource Tax Provision and Income Tax Platforms.


1 year(s)
Public Accounting

Federal;    State;    International

Corporate;    Partnerships;    Individual

Indirect (Sales & Use, VAT)

Local Country

Operational Planning;    Transfer Pricing;    Compliance Prep;    Compliance Review;    Tax Accounting/Provision/Reporting;    Tax Audit;    Process Improvement/Optimization;    Technology Systems/RPA

I am CPA with over 15 years of taxation experience, with financial services, small business and technologies, R&D claims, tax provision. I handled many government audits (direct and indirect tax).