Dennis M. Clark Email & Phone Number

Santa Barbara, California, United States

Santa Barbara, California Area

Santa Barbara, California Area

Reviewed income and estate tax returns

San Francisco Bay Area

Technical Duties• Participated in intellectual property migration restructurings related to clients' businesses• Consulted with clients on international tax filing requirements related to their businesses and personal financial situations• Prepared and reviewed various international tax forms such as Forms 5471, 5472, and 8832• Prepared and reviewed packages related to clients' participation in the offshore voluntary disclosure program, including preparation and review of TD F 90-22.1• Served as "go to" person for FATCA (Form 8938) reporting requirements• Managed firm's IC-DISC (interest charge domestic international sales corporation) compliance practice

Santa Barbara, California Area

Technical duties• Prepared and reviewed tax returns (federal, state, and county income, sales, and property) of all entity types, especially those of corporations and partnerships• Represented clients before federal, state, and county tax agencies• Identified international issues such as income source, Subpart F income, foreign tax credits, expatriate foreign income exclusions, and required resident and non-resident alien tax filings• Wrote and reviewed tax research leading to client advice and recommendations• Calculated deferred tax assets and liabilities in accordance with FAS 109• Collaborated with other firm practice groups and outside professionals• Gave presentations to groups including those consisting of staff, partners, and clientsClient relationships• Provided direct, active, and primary client contact• Managed client expectations with respect to billings, delivery dates, and project results• Created budgets, staffed projects, and supported client billingsStaff development• Attended formal leadership training programs to focus on staff empowerment and retention• Mentored staff, provided career guidance, and participated in goal formulation• Provided tactful and constructive written and verbal feedback through formal staff evaluations and informal meetingsFirm management• Sat on multiple firm committees charged with administrative and technological changes to firm processes, most notably the successful implementation of a paperless environment• Managed, administered, and participated in the firm’s new hire and intern training program• Directly supervised staff and coordinated with partners• Managed all aspects of the firm’s largest client, a real estate investment company with properties in over 10 states producing over 40 tax returns

Bachelor Of Science, Business Administration (Accounting), Economics

Activities and Societies: Integrated Core Program (Business), London Quarter, Cal Poly Accounting Club

Graduate Certificate In International Taxation

Master Of Science, Taxation

Education record

Activities and Societies: Phi Eta Sigma National Honor Society, Concert Band