Responsible for directing global tax planning function and tax M&A activities; devised and coordinated planning to optimize effective tax rate and cash taxes for Fortune 100 Global Aerospace and Defense conglomerate. Provided legal counsel and tax planning services for a broad range of domestic and international tax matters related to headquarters functions and business unit activities, strategic transactions, and material agreements, including U.S.and non-U.S. government contracts.

• Partnered with government affairs group on tax legislative and regulatory initiatives

• Formulated strategies to resolve legal issues relating to compliance assurance process (CAP) audit cycles; coordinated quarterly CAP disclosure process; negotiated closing agreements and issue resolution agreements with IRS

• Managed global transfer pricing work involving cross-jurisdictional team of tax professionals; rationalizing worldwide transfer pricing risk profile and right-sizing associated vendor spend

• Led restructuring of global holding company that optimized pre-TCJA cash repatriation and excess tax credit generation and utilization with lifecycle savings of more than $300 million

• Led multiple projects to utilize federal and state income tax attributes, including by triggering domestic and foreign stock losses aggregating more than $750 million

Led nine-person tax department responsible for international, federal, and state income tax compliance, indirect tax compliance and accounting for income taxes for General Dynamics’ $8.5 billion Aerospace Segment consisting of Jet Aviation’s domestic businesses and Gulfstream Aerospace worldwide. Responsible for the completion of federal, international and state income tax returns, as well as ASC 740 domestic and international tax provision reporting packages. Member of Gulfstream Aerospace Senior Finance Team with direct-line reporting to Gulfstream Aerospace CFO.

• Reduced global tax risk on worldwide aircraft sales through successful internal reorganization of Gulfstream’s manufacturing and product support businesses

• Executed on Tax Cuts and Jobs Act transition planning opportunities yielding more than $20 million of permanent benefits

• Optimized pre-and post-TCJA foreign tax credit utilization by partnering with business to adjust supply chain for aircraft and parts sales

• Partnered with business to optimize overall state effective tax rate, capture and expand state and local tax incentives and de-risk tax positions through active state tax legislative agenda

• Developed and successfully defended $8.5 million hurricane wage tax credit

• Championed tax function goals in ERP software migration to SAP and led related update of tax compliance controls processes

• Broad corporate and partnership tax practice with emphasis on representing private equity sponsors and portfolio companies in structuring and negotiating tax aspects of domestic and cross-border mergers and acquisitions, fund formations, and financing and recapitalization transactions
• Provided tax and structuring advice on significant project finance and corporate finance transactions
• Advised on tax aspects of operating and investment partnerships and joint ventures