• Lead the preparation and review of quarterly and annual tax provisions in compliance with ASC 740, including FIN 48, valuation allowance analysis, APB 23, FAS 123R, FIN 18, RTA, and purchase accounting.• Conduct detailed reviews of ETR reconciliations & prepare memos to address and analyze technical tax provision issues.• Implement & integrate the implications of the Tax Cuts and Jobs Act (TCJA) into tax provisions and compliance calculations, including IRC sec. 163(j), GILTI, FDII, sec. 250 deduction, bonus depreciation, & BEAT.• Manage the analysis & consolidation of foreign tax provisions into the global tax provision framework to ensure alignment and accuracy.• Spearhead enhancements to the tax provision process, driving improvements in accuracy, efficiency, and compliance with organizational and industry standards.• Supervise North American tax compliance, ensuring adherence to U.S., Canadian, and state and local tax regulations.• Collaborate with tax advisors on tax planning and restructuring strategies, exploring opportunities to optimize tax positions.• Model and evaluate tax planning scenarios in light of tax reforms to determine the most favorable cash tax positions for the organization.• Conduct thorough research on complex tax issues and draft comprehensive memos to support executive decision-making.• Lead the integration of solutions to automate tax compliance, reporting, and analysis, improving accuracy and reducing manual workloads.• Drive standardization of tax processes across global entities to improve consistency, efficiency, and adherence to best practices.• Lead and mentor a high-performing tax team, providing guidance on complex tax matters, fostering professional growth, and ensuring the team remains updated on current tax regulations and trends.• Lead tax structuring & due diligence efforts for mergers, acquisitions, and divestitures, advising on tax-efficient transaction structures to minimize risk and maximize post-deal value.

• Directed all aspects of tax functions, including Federal, State, International tax compliance, and the preparation of quarterly and annual tax provisions pursuant to ASC 740, as well as public financial statements and footnotes, sales tax, property tax, and tax planning.• Led the integration of tax activities for Cyberonics, Inc. and Sorin SPA during the 2015 inversion transaction, ensuring smooth transitions and compliance.• Facilitated post-inversion tax planning, reducing the global effective tax rate from over 40% to mid-20% through debt pushdown, IP migration, out-from-under transactions, and transfer pricing strategies.• Improved processes within the tax department for tax provision, compliance, property tax, state notices, and sales tax, driving operational efficiency.• Managed IRS, state, and local tax audits, ensuring successful outcomes and compliance.• Minimized the impact of IRC section 162(m) on corporate officer compensation, ensuring compliance with compensation-related tax rules.• Conducted analysis on permanent establishment implications for European operations, minimizing tax exposure.• Calculated Federal and state R&D tax credits, including processes for interim and year-end provisions across Texas, California, and Minnesota.• Analyzed and managed the recording and release of valuation allowances related to tax losses and tax credits.• Reviewed tax positions pursuant to FIN 48, ensuring accurate accounting and compliance.• Presented tax planning strategies and updates to the Audit Committee and Executive Management on a quarterly basis.• Collaborated with legal counsel to draft legal agreements related to tax structures, ensuring regulatory compliance.• Calculated intercompany management fees for payments between US and foreign jurisdictions, optimizing tax compliance.• Trained staff on technical tax issues, including ASC 740, FAS 123R, sales tax, tax depreciation, accounting methods, and international tax planning.

• Directed all aspects of tax functions, incl. Federal, State, Intl tax compliance, & the prep of quarterly & annual tax provisions pursuant to ASC 740, as well as public financial statements & footnotes, sales tax, property tax, & tax planning• Improved processes within the tax department for tax provision, compliance, state notices, & sales tax, driving operational efficiency• Managed IRS, state tax audits, ensuring successful outcomes & compliance• Reviewed foreign tax returns & ensured accuracy & compliance across international jurisdictions• Analyzed FAS 123R equity-based compensation, incl the impact of windfalls/shortfalls• Minimized the impact of IRC section 162(m) on corporate officer comp• Calculated Federal & state R&D tax credits across TX, CA, & MN• Developed & implemented new transfer pricing policies in collaboration with Belgium audit, optimizing cash tax savings• Enhanced transfer pricing policies between the US & France, resulting in $6 million in cash tax savings & F/S tax benefits• Analyzed & managed the recording & release of valuation allowances related to tax losses & tax credits• Reviewed tax positions pursuant to FIN 48, ensuring accurate accounting & compliance• Implemented a tax-free car reimbursement program, saving $200k/yr for the company• Presented tax planning strategies & updates to the Audit Committee & Executive Management on a quarterly basis• Managed external tax consultants across multiple international regions, including the US, Costa Rica, Belgium, France, Hong Kong, China, & Japan• Collaborated with legal counsel to draft legal agreements related to tax structures, ensuring regulatory compliance• Converted Belgium distribution entity into a limited-risk distributor, optimizing tax positions• Completed a cost segregation study that resulted in approximately $1 million in favorable tax benefits• Conducted meals & entertainment expense analysis, establishing new tracking systems, resulting in $200k/yr savings

• Led engagement teams in preparing Federal, State, & Foreign tax returns for C corporations, S corporations, and partnerships, ensuring accurate and timely filings.• Assisted clients in preparing quarterly and annual tax provisions, in compliance with ASC 740, FIN 18, and FIN 48, while collaborating with assurance teams to review tax provisions for publicly traded and privately held corporations.• Directed and executed numerous tax consulting and tax planning projects, delivering strategic solutions to clients, including tax basis balance sheets and deferred tax reconciliations for large multinational corporations.• Maximized Federal cash tax savings for clients by identifying favorable accounting methods, filing Forms 3115, and analyzing expenditures such as incidental repair, maintenance, and software development for potential deductions.• Led transaction cost analysis for mergers and acquisitions, optimizing client tax positions by identifying tax-deductible costs and analyzing IRC section 199 calculations.• Reviewed and prepared stock basis and earnings & profits calculations for corporations, ensuring compliance with regulatory requirements.• Delivered presentations on tax technical concepts, including accounting methods and transaction cost analysis, at TEI, CITE, and Atlas conferences, and frequently instructed manager and staff training on complex tax topics.• Managed and trained teams on preparing tax returns and analyzing tax provisions for C corporations, S corporations, and partnerships, including conducting tax basis balance sheet projects and deferred tax reconciliations.• Managed complex tax projects, including gain/loss analysis, ASC 740 analysis related to business combinations, IRC 338(h)(10) elections, and transaction cost analysis for multi-state transactions.• Contributed to special projects such as R&D tax credits, Golden Parachute Analysis, and tax planning strategies, providing comprehensive support on key tax matters.