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Carlos Perez

Tax Attorney

Lexmark International, Inc.
Lexington, Kentucky, USA

Corporation - Publicly-Held

Professional Summary

Substantive background and experience regarding tax and transactional implications with a global law focus involving international corporate transactions, including the formation of subsidiaries outside the United States, intra-group mergers and asset sales between foreign subsidiaries, corporate reorganizations and dissolutions and a wide array of foreign subsidiary and branch related transactions.

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Languages

  • English
  • Spanish

Social Media

Experience

Lexmark International, Inc.
Lexington, Kentucky, USA 40513
Tax Attorney
Corporation - Publicly-Held
2011 - Present
Responsible for Worldwide transfer pricing policy, planning and documentation applicable to the Global operations of Lexmark International, Inc. Significant participation in multi-national tax planning and strategy for the manufacturing, marketing and distribution of the Lexmark printer hardware and supplies products in the Global market and significant assistance to the intercompany activity between Lexmark and its business division “Perceptive Software, including the process of reviewing, revising, drafting , negotiating and advising on complex contracts from a Tax perspective, such as cross border Intellectual Property distribution agreements, end user license agreements, professional services agreements, maintenance service agreements, software licensing agreements, and other technology related agreements. Provide business Tax advice to the regional and local finance and business units of Lexmark regarding foreign tax audits and controversy, transfer pricing, M&A and strategic tax planning and other cross border business transactions.
VeriSign, Inc.
Mountain View, California, USA 94302
Worldwide Tax Manager
Corporation - Publicly-Held
2007 - 2010
Working in international tax structures, particularly in regard to distribution of services and products in regions outside of the US (particularly in EMEA and Asia Pacific regions); establish and implement international tax planning strategies and international mergers and acquisitions; accountable for international subsidiaries establishment, planning and compliance; administer international corporate reorganizations, controlled foreign corporations and subpart F issues; manage permanent establishment issues utilizing OECD principles and the interpretation of double taxation treaties (with particular emphasis in the application of tax treaties signed by the Swiss Confederation and the United States); the proactive exploration and research of the treatment by foreign taxing jurisdictions of new products and services; working with expatriate taxation worldwide planning and compliance; oversee the preparation of the annual international income tax statement disclosures; develop documentation, develop worldwide strategy and compliance for transfer pricing; provide general assistance with foreign corporate tax issues and compliance as well as corporate governance oversight; participate in department and interdepartmental planning and management teams and work cross-functionally to improve processes within the organization; maintain, build and ensure adherence to operating budget and capital spending plan; direct the development and implementation of standards and goals, ensuring they support the company’s business plans; understand and comply with applicable quality, environmental and safety regulatory considerations; establish a successful vision/strategy through strong leadership skills and develop and approve changes to systems, policies and procedures.

Education

LLM, International Taxation 2001
New York University
New York, New York, United States

Court Admissions

  • International Court

Associations and Societies

  • International Fiscal Association

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