Brian Snee Email & Phone Number

Laramie, Wyoming, Us

As Vice President of Finance I lead the financial, accounting and tax strategies for the company with the following key responsibilities:Financial Strategy Development: Create and implement financial strategies that align with the company's mission and objectives, optimizing financial performance and supporting growth initiatives.Budgeting and Forecasting: Oversee the preparation of annual budgets and financial forecasts, ensuring alignment with strategic goals and operational plans.Financial Reporting: Prepare and present timely financial reports to the executive team and board of directors, providing insights into financial performance and key metrics.Cash Flow Management: Monitor cash flow and financial health of the organization, implementing strategies to ensure liquidity and manage financial risks.Funding and Investor Relations: Lead efforts in raising capital, managing relationships with investors, and overseeing financial compliance and reporting requirements.Team Leadership: Build and manage a high-performing finance team, fostering a culture of excellence, accountability, and continuous learning.Risk Management: Identify potential financial risks and develop strategies to mitigate them, ensuring the overall financial integrity of the organization.Collaboration: Work cross-functionally with other departments to support strategic initiatives and provide financial expertise in decision-making processes.Tax: Direct and oversees the Company's tax policies, objectives and strategy. Monitor reporting and planning to ensure compliance with applicable tax statutes. Optimize the use of renewable energy tax credits and incentives as a key driver in the Company's overall corporate tax strategy.

- Drive the development of accounting policies/practices, new accounting systems, consolidation processes, and coordination and preparation of internal financial reports for small business and technology startup clients.- Oversee the accounting and reporting operations, including but not limited to accounts payable, payroll, general ledger, and all transactions related to the GL, and month-end close.- Monitor cash balances and cash forecasts.- Develop financial models for operational estimates, forecasts and recommend benchmarks for measuring financial and operating performance.- Monitor and direct the implementation of strategic business plans presenting to investors.- Coordinate and direct the preparation of the budget and financial forecasts and report variances.- Ensure quality control over financial transactions and financial reporting.- Manage and comply with local, state, and federal government reporting requirements and tax filings.- Develop financial and tax strategies optimizing opportunities to increase enterprise valuation.- Manage the accounting, investor relations, legal, and tax reporting duties.

Irvine, Ca, Us

- Participate in key strategic business decisions as a member of the executive management team.- Driver of year over year double digit operational revenue growth, including more than 235% growth in tax return revenues, and increased employee headcount from a team of 6 to over 30 as the service line hiring manager.- Identified key structural deficiencies in existing operational service lines and lead the development of establishing standardized electronic workpapers, documenting accounting policies, implementing new workflow & practice management software systems, drafting, and documenting standard work procedures, and automating any steps and/or processes to maximize efficiencies and quality control.- Created new operational reports to analyze time, expense, and project deliverable timelines to measure operational and staff performance providing insight on results and identifying additional opportunities for improvement or enhancement to company systems, procedures, and processes.- Implemented new employee onboarding training and created individual technical learning objectives and goals for staff.- Company technical subject matter expert for tax and accounting related issues staying current on all tax and accounting legislative developments and identifying new opportunities for client services and tax planning strategies.- Managed and reviewed all responses to client tax notices and audits resolving issues and concerns with tax authorities.- Provided strategic Estate & Gift tax planning for high-net-worth clients focused on the preservation and transfer of wealth by minimizing tax liabilities and optimizing the use of Trusts, Family Limited Partnerships, and Gift tax exemptions.

Worldwide, Oo

Tax Manager in the National Federal Tax Solutions Practice Partnership Solutions Group.- Investment Management Manager in the Partnership Solutions Group, a division of the National Federal Tax Services using proprietary technologies to assist financial services clients in the streamlining of Clients’ tax compliance processes.- Consulting and implementation of technology to address Clients’ needs and customize partnership-specific tax calculations and allocations through tiered partnership structures, and K-1 preparation and delivery.- Responsible for daily management of multiple engagements and supervision of teams in both U.S. and India-based offices.- Interacted directly with U.S. local office teams and clients on proposals and demonstrations of technology capabilities, as well as ongoing communication and collaboration throughout the compliance process. - Responsible for the development and motivation of staff by providing leadership, counseling, and career guidance.- Implemented strategic tax structures and processes, and oversaw complex tax computation projects for clients, with emphasis on identification and communication of technical tax and service issues.

Long Beach, Ca, Us

- Management of engagement teams on multiple federal, state, and international tax compliance projects, including C-Corp, S-Corp, Trusts, Real Estate Partnerships, and high-net-worth individuals tax reporting as part of the Tax and Accounting Services Group. - Provided business and individual year-end planning, response to and management of federal and state tax notices and audits, and managed tax calendar for making quarterly estimated tax payments, property tax returns. - Assist Audit engagements with calculation and review of tax provision under ASC 740 for quarterly and year-end financial statement reporting.- Drive the budgeting, billing, planning, and scheduling of engagements, and concurrent project administrative duties.- Ability to research complex tax matters and effectively communicate findings to partners as well as clients in “business” language in boardroom presentations and meetings, as well as formal tax memorandums. - Provided consulting and compliance services for international tax structuring, international tax returns and foreign reporting, including FBAR, QSUB elections, and transfer pricing analysis.

London, Gb

- Tax Manager in the Federal tax group specializing in Flow-Through entities and Real Estate Industry providing tax consulting and tax compliance services. - Significant experience addressing tax complexities in the areas of Real Estate Investment Trusts, pass-through entities, investment partnership funds, private equity funds, land developers and homebuilders. - Assisted clients with complex partnership allocations, partnership formation & restructuring, partner carried interest and contributions, distributions and liquidations.- Proficient with tax provisions (ASC 740), and financial statement disclosures.- International tax reporting and compliance involving foreign partners, including FATCA tax regulations.- Advising clients on current tax legislation and regulations, including the Tangible Property Regulations.- Client base includes large complex engagements with multi-state operations including partnerships, LLCs, corporations, S corporations, investment funds and privately held companies.

Newport Beach, California, Us

• Responsible for driving core tax function focusing on RICs, trade operations, product management andclient support.• Responsible for assisting in resolution of tax issues related to securities trading, client information reporting,foreign withholding taxes, global tax jurisdictions and structuring of investment products.• Responsible for calculating and reviewing Funds’ tax qualification tests, including, gross income test, quarterlyasset diversification tests and monitoring distribution requirements.• Performed ordinary and capital gain dividend distribution calculations for daily, monthly, quarterly andannually paying ’40 Act funds.• Excise tax provision and distribution requirements and implications to maintain funds’ RIC status.• Review ROCSOP balances for financial statements, and Federal Tax Matters footnote for financial statementdisclosures.• Current with FATCA Regulations and coordinated with outside consultants to assess business impactand operational changes for PIMCO’s global investment operations to be compliant.• Underlying debt and derivative investment analysis; including reorganizations for proper tax treatment.• Withholding tax issues that impact shareholders and Fund based on investment portfolio, including NonResident Alien withholding, Qualified Interest Income Reporting, and Foreign Tax Credit pass-through.• Current with the 2010 RIC Modernization Act and implementation to RIC’s tax provision and treatmentof capital loss carryovers, qualification testing and remedies, dividend distributions and excise tax.• Coordinate with outside vendors including: transfer agents, custodian, auditors and tax preparers.• Calculation and preparation of Form 1099 investor reporting, year-end tax letter disclosures and ICIand transfer agent year end standard reporting.

Worldwide, Oo

6 years of experience in public accounting, providing tax consulting and compliance services to large Investment Management clients in the Pacific Southwest. I have experience with numerous tax issues/areas, including open and closed end Investment Partnerships/Hedge Funds, Private-Equity funds, partnership transactions, mergers and acquisitions, Regulated Investment Companies, publicly traded partnerships, real estate partnerships, foreign withholding and filing requirements, IRC Section 199 consulting and calculation, and individual taxation. SpecialtiesSpecialize in the taxation of Regulated Investment Companies, Hedge Funds and Private Equity.

Los Angeles, Ca, Us

Master Of Business Taxation (Mbt)

B.S.A, Economics, Political Science