Charles Masterson Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh, Pennsylvania, United States

Pittsburgh, Pennsylvania, United States

Pittsburgh, Pa

Focus on income and franchise tax planning, state and local tax due diligence, state income and franchise tax refund rewiews and audit defense.

Pittsburgh, Pa

Responsible for tax research and planning • Performed complex tax research regarding federal, state, local and international tax matters• Managed the process for identifying and securing business incentives and tax credits for new and existing locations• Developed and implemented a program for the acquisition of transferable tax credits which resulted in purchase of $1 million in tax credits• Proactively worked with tax, legal, accounting and business unit staff to gather information, resolve tax-related issues, and implement business and process improvements• Assisted the VP of Tax with the FIN 48 analysis of various issues and transactions• Designed and implemented tax department policies and procedures for tax information reporting, including training of business unit personnel on the new procedures• Served as a resource for tax staff and the business units

Pittsburgh, Pa

State and Local Tax Credits and Incentives • Client Manager with responsibility for coordinating the delivery of all tax services • Received the highest possible client service scores in annual independent surveys• Managed projects for a for-profit educational services firm that secured $6 million in grants and credits• Identified and secured over $1 million in Pennsylvania income tax refunds for a retailer • Significant experience with negotiated state and local incentives in Arizona, New Jersey, New Mexico, Ohio, Oklahoma and Pennsylvania• Negotiated a fifty-percent reduction in the clawback of Pennsylvania Opportunity Grant funding assessed against a chemical manufacturer

Pittsburgh, Pa

State and Local Tax Research, Planning and Implementation• Managed implementation of state income, franchise and bank shares tax planning and restructuring projects• Worked with audit staff to document the tax accounting implications of state income, franchise and bank shares tax planning strategies• Prepared memoranda and audit-ready documentation to support tax restructuring projects and positions taken in tax returns Tax Controversies and Audit Defense• Successfully represented clients before the Pennsylvania Board of Appeals and Board of Finance and Revenue with respect audit assessments and refund claims• Successfully represented clients in multistate tax controversies• Corporate income tax audit defense for clients in Illinois, New York and PennsylvaniaMergers and Acquisitions State and Local Tax Due Diligence• Conducted field work and prepared reports that analyzed the tax attributes of acquisition targets and quantified potential state and local tax exposure items

Pittsburgh, Pa

Ernst &Young acquired Arthur Andersen Pittsburgh tax practice. Please see the activities described above.

West Mifflin, Pa

General legal practice - estate planning and administration, family law and corporate law

Pittsburgh, Pa

Corporate law, including mergers and acquisitions, estate planning and administration, commercial litigation

J.D.

Activities and Societies: Law Review, Order of the CoifJD Summa cum Laude

Ba, Economics

Master Of Business Administration (Mba), Finance (1992 - 1993)