Engaged, accomplished tax leader with extensive experience in both publicly traded and privately owned multinational companies. Demonstrated ability to lower cash taxes, increase tax reporting efficiency, lead internal tax teams, engage with external advisors & auditors and oversee tax audits. Possess solid leadership, communication and interpersonal skills establishing rapport across all business functions, staff through executive level.

Skills include USGAAP ASC 740 (Tax Provision - U.S./Multinational), Corporate Tax Compliance (International and U.S. - Federal, State & Local), Tax Planning, Transfer Pricing, Mergers and Acquisitions, Tax Reporting Software (OneSource) and Tax Research. Licensed CPA in the State of Texas.

• Liaised with Dover Corporate on legal entity simplification, restructuring operations cross-border, conducting repatriation of cash, and assessing loan restructuring, reducing cash taxes and tax and financial statement compliance requirements.
• Elected a change in accounting method on the Wayne U.S. stand-alone 2016 return, generating an immediate cash tax savings of $2M and doubling the research and development tax credit to $700K over 2015.
• Directed tax integration into Dover primarily centered on the tax provision reporting under ASC 740 and ASC 805.

• Led tax due diligence process, including document requests and meetings for the global Wayne business, leading to the Dover acquisition of Wayne in 2016.
• Executed cross-functional collaboration, regarding best options for cash repatriation, loan restructuring (generating increased interest deductibility, lowering cash taxes), changes in business model, and review of potential and executed business acquisitions.
• Streamlined global tax provision process under ASC 740 (10 countries), utilizing upgraded tax provision software, generating at least a 50% reduction in time and work by the financial controllers and tax team.
• Managed the global transfer pricing function, including drafting cross-border intercompany agreements and overseeing the completion of the outsourced transfer pricing reports, decreasing tax audit risks.
• Spearheaded the outsourced global income tax and sales and use tax compliance engagements (including review) with 3rd-party firms.
• Oversaw various sales and use tax audits, reducing initial assessments between 50-100%.
• Directed tax integration into separate company reporting out of GE, in various facets of taxation, including income tax, indirect tax, transfer pricing, and tax reporting into the financials.

• Managed quarterly and annual U.S. tax provision reporting (ASC 740) for both the global Wayne and Flow and Process Technologies (F&PT) businesses (approximately 50 legal entities).
• Reviewed and advised on tax implications of changes in business models, cross-border transactions, and legal entity simplification within the GE structure, reducing the global cash taxes footprint.
• Coordinated global tax planning, repatriating cash at lowest tax cost.
• Chaired the U.S. income tax compliance (global reporting required) for the Wayne and F&PT businesses into the GE consolidated group.

• Directed global (36 countries) tax provision process (ASC 740) of an audited international energy manufacturer/services company.
• Managed implementation of Thomson-Reuters (OneSource) tax provision software, including migration to UTP (FIN 48) system from Excel. Trained global finance controllers in ASC 740 theory and utilization of the tax software, decreasing workload by 25% while improving the quality of the reporting.
• Established internal preparation of the U.S. consolidated and state income and franchise tax returns (filed in all states) that were previously outsourced, allowing the tax team to be enlarged, leading to improved accuracy of tax reporting into the financial statements.
• Facilitated team collaboration regarding legal entity restructuring and tax planning with both in-house tax group and outside counsel.
• Provided oversight for former subsidiary compliance (federal and international for Dresser-Rand), IRS audit requests, outsourced sales and use tax compliance, sales and use tax audits, annual reports, etc.

Additional Positions Held at Dresser, Inc.
Tax Manager; Tax Senior