Lead team of eight tax professionals with respect to all federal and state income, transfer pricing (U.S. and foreign affiliates), sales/use and property tax matters and tax audits for 10 companies in the Karl Storz North America region. Minimize effective tax rate by maximizing federal and state research and development tax credits and 9% domestic production deduction. Responsible for ASC 740 tax provisions, FIN 48, German GAAP effective tax rate, Forms 5472’s, minimizing permanent establishment risk, minimizing transfer pricing risk through royalty and R&D contract agreements between U.S. and foreign manufacturing affiliates, dividend tax withholding according to U.S.-German Tax Treaty, Human Resources and employee tax matters, U.S. individual reporting of German owners, acquisitions (including Sub Chapter S Corporation), liquidations and tax implications of restructuring operations.
• Achieved over $1.2 million in cash tax savings with Cost Segregation Study performed for purchase of $39 million building.
• Two “no change” federal tax audits including no changes to transfer pricing or research tax credits. Many no change state income and sales tax audits.
• Managed over 20 process improvements to enhance efficiency in tax provision and tax return calculations, increase organization of work papers and reduce outside tax consultant fees.
• Initiated Tax Kaizen event to resolve sales/use tax data integrity and tax exemption certificate issues across functions, which will result in fewer tax processing errors and better audit outcomes.
• Congressional advocacy work regarding permanency of research tax credit and impact of 2.3% Medical Device tax.

Held various positions of increasing responsibility from Sr. Tax Accountant to Consultant/Advisor and Manager in the areas of federal tax audit controversy, federal , international (including calculation of foreign tax credit return and provision, Subpart F, Forms 5471’s) state income and tax audits, and oil and gas partnership tax compliance. Directed preparation of complex projects and tax returns.
• Managed and streamlined preparation and review of ARCO’s 12 volume, 3000 page tax return in time to file 4 months early, so that company could receive $750 million dollar refund due to net operating loss carry back.
• Directed task force of 7-10 tax professionals to prepare over 300 state amended returns based on final IRS Revenue Agent Report.
• Supervised and streamlined completion of over 1000 IRS Information Document Requests for a 4-year IRS audit cycle in 2 years.
• Directed tax professionals and litigation support personnel in providing over 120,000 pages of responsive documents to an IRS summons in a 3-month period.
• Successfully worked with IRS Financial Products Specialist Agent regarding hedging transactions which resulted in few tax adjustments.

Staff Accountant - audits of small businesses, preparation of individual and corporation tax returns, and litigation support