Lead tax department through complex post-transaction tax accounting and reporting after a $1B+ sale of private equity industrial manufacturing business, including implementing a consolidated tax provision under the new C-corp structure with multi-tiered partnerships beneath, analysis of technical transaction-related impacts on income tax (basis adjustments, transaction cost capitalization, various gain calculations, interest limitations on acquisition debt in subsidiary partnerships, etc), and managing relationships and communications with multiple parties, including Management, big 4 auditors, buyers/sellers and others. Additionally, drove and lead post-sale entity restructurings yielding $1M+ income tax savings per year while also substantially reducing compliance filing requirement. Position was eliminated and outsourced by acquiring PE firm.• Identify and implement efficiency and risk-reducing process improvements• Oversee and review partnership and corporate income tax filings, including quarterly estimated tax calculations• Direct tax team in ongoing tax functions (fixed assets, property tax, sales tax, activity tax)• Provide internal reporting of key tax metrics to Management and finance department leads• Explore tax savings opportunities (ERC, R&D credit, entity restructurings, debt-pushdown, intercompany reallocations)

Overseeing and developing the tax functions of a successful company requires more than merely completing the routine compliance and reporting functions. However, due to the complexity of modern corporate taxation, many tax teams find themselves merely covering the basic functions, and usually in a reactive manner with little capacity left for supporting the growth of the business itself. At Navex, our tax team not only meets the demands of a dynamic, global reporting and compliance structure, but also prioritizes constant advancement towards an optimized tax scenario through critical analysis, execution of technical studies, planning, and process improvement.

Tax services in global and federal compliance for U.S. and foreign based multi-national entities with industry focus in cleantech, retail, advertising, and manufacturing. Management and coordination of domestic and foreign EY teams serving clients' offices with respect to local governmental regulations and financial reporting requirements in those countries. Review of income tax provisions for domestic and multi-national entities.

Tax return preparation for mid-cap corporations and partnerships. Areas of expertise include tax accounting for commercial and residential Real-Estate partnerships with complex book/tax basis differences, application of IRC section 754 step-ups in basis, and multi-tiered HoldCo/OpCo partnership arrangements. Additional experience in domestic and international manufacturing corporations, as well as domestic and international software development companies. Experience also includes preparation of individual tax returns and tax planning for high net-worth individuals with multiple state filing requirements.

Fraud investigation for domestic and international orders.Accounting policy research and creation applicable to all of Powell's Books.Research and calculate effects of international tax scenarios.Account reconciliation and other general accounting functions for Powells.com.

Preparing tax returns for S-Corporations, Partnerships, and Individuals. Preparing tax plans for quarterly estimate planning. Initiating, completing, and transferring Oregon Business Energy Tax Credits.