Tax professional with Big 4 public accounting firm; serving multinational companies ranging from the middle market to Fortune 500 companies.


• Develop tax strategies for optimizing federal and state tax positions, acquisitions, generating local country tax savings, and tax efficient repatriation.
• Holding company and intercompany financing structures to reduce cash taxes, fund acquisitions, facilitate treasury initiatives and repatriation
• Optimize tax credits, losses, and other tax attributes to minimize taxes
• Intellectual property and transfer pricing strategies to reduce effective tax rates
• Direct FAS 109 outsourcing, review, and audit engagements for private and publicly-traded multinational companies.
• Served as interim global tax director for a high technology company during a transformational acquisition that significantly expanded its global presence. Implemented a tax-efficient structure with expected tax savings in excess of $10 million per year.
• Perform tax process assessments at multinational corporations. Lead teams to design and implement process and technology solutions that result in increased tax department efficiency and effectiveness.

Tax Director reporting to Chief Financial Officer of $1.4 billion publicly-traded multinational company that manufactured and marketed casing, tubing, line pipe and couplings for the oil and gas industry.

• Recommended tax structuring alternatives to senior management for international joint ventures and proposed acquisitions as part of the Company’s global expansion strategy; participated as a key member of cross functional transaction teams.
• Directed FAS 109, FIN 48, and Sarbanes Oxley compliance activities; devised improved processes and procedures that reduced the time required to perform quarterly tax reporting.
• Negotiated settlement with federal regulators reducing an assessment by $30 million.
• Managed implementation of transfer pricing strategy for international trading company and technology and trademark license agreements.
• Identified and implemented federal and state tax planning strategies that generated annual tax savings of $3 million; and utilized a $9 million deferred tax asset to avoid a potential write-off.

Tax Manager reporting to Vice President of Taxes for a $5 billion multinational financial services company that provides insurance, reinsurance, and investment management services.

• Managed FAS 109 income tax provision and forecasted tax cash flows and presented them to senior management.
• Developed strategy for influencing the IRS to modify a temporary Regulation; resulted in $13 million of potential tax savings.
• Managed relationships with IRS and state tax auditors including resolving issues with appeals. Represented the company at pre-submission conference for technical advice memorandum.
• Developed and executed state tax planning ideas that produced savings of $1 million per year.
• Analyzed cross-border transactions and developed transfer pricing report. Coordinated with operations, legal, and accounting departments.

Tax professional with Big 4 public accounting firm; achieved career progression through manager level.

• Managed corporate tax consulting, compliance, and FAS 109 engagements multinational clients.
• Researched and advised clients on tax implications of transactions and tax saving strategies. Advised on federal, mergers and acquisitions, international, and state and local taxation.
• Managed Research and Experimentation Tax Credit studies that generated permanent tax savings for individual clients ranging from $250 thousand to over $7 million per year. Successfully negotiated favorable outcomes for federal and state audits.
• Supervise and mentor team members to improve their technical skills and enhance their career paths.
• Selected for short-term international assignments in Düsseldorf, Toronto, and Mexico City, concentrating on expatriate tax returns and international corporate tax issues.