Devin Small Email & Phone Number

Irving, Tx, Us

Stamford, Ct, Us

Led or co-led design and implementation of Tax Planning and M&A initiatives. Competencies• Global legislative monitoring and apprising team members and leadership of developments• Identify, develop, and/or enhance tax planning strategies to be responsive to dynamic legislative environment• Effectively communicate factual and technical considerations with senior leaders• Cross-functional presentations to pitch proposals and provide ongoing project updates • Competitor ETR benchmarking• Partnering with Accounting, Corp Dev, Legal, HR, and Payroll • Manage and collaborate with Big4 and legal advisors• Research and writing• Teaching, mentoring, and upskilling direct reportsNoteworthy Achievements• Led or co-led design and implementation of material business restructuring whereby I: (a) evaluated all material tax items, flagged areas of potential concern, and documented resolution with our advisors; (b) reviewed all deliverables to assess completeness of advisor conclusions, and where appropriate, worked with advisors to build out conclusions; (c) created and oversaw updates to documentation tracker to support intended tax consequences and pre-load audit documentation; (d) oversaw the drafting of all Board materials and was the lead presenter on 12 board meeting; (e) created implementation tracker to assure steps were ordered appropriately to achieve intended consequences; (f) updated/reviewed/signed-off on valuation tracker; (g) updated/reviewed/signed-off on all legal documents; (h) extensively coordinated with accounting and legal to assure proper valuations were used and the accounting entries tied to legal documents/fed into valuation tracker; (i) led all cross-functional calls• Built out the Tax Planning and M&A team by onboarding, teaching, mentoring, and upskilling 2 direct reports• Performed competitor ETR benchmarking and developed actionable insights • Co-created tax due diligence plans and led execution• Created project management tool

Stamford, Ct, Us

London, Gb

Led, managed, and/or assisted projects or initiatives related to international tax planning and structuring, cross-border tax advisory, the research credit, section 174, sale and leaseback transactions, 1042 reporting and withholding, FBAR compliance, treaty analysis for inbound and outbound transactions, competent authority requests, and federal tax controversies. Competencies • Client facing interactions such as conveying results, 3rd party audits, IRS audits, discussions with TAIT• Critically analyzing proposed or prior completed transactions and drafting tax considerations and consequences in PowerPoints, emails, and/or memos (as dictated by the client or internal request)• Research and writing with proficiency using research tools such as CCH, Checkpoint, Lexis, Westlaw, BNA• Research credit interviews for both manufacturing and software clients• Teaching US and non-US staff, seniors, and peers technical, managerial, and procedural skills• Data extraction, manipulation, analysis, and modelingNoteworthy Achievements• Managed, from a technical and administrative perspective, four concurrent MAP requests • Managed large transaction tax engagements whereby I provided tax consequences and considerations inputs on the US side and project management and coordination for my foreign colleagues’ tax inputs • Drafted multiple technical memos that helped facilitate IRS audit resolutions• Lead technical reviewer on multiple 1042 reporting and withholding engagements• Primary research credit interviewer for multiple tier 1 auto suppliers and start-up to mid-sized software companies• Championed the use of non-US resources on engagements for the research credit, section 174, 1042 reporting and withholding, and FBAR compliance

London, Gb

London, Gb

London, Gb

London, Gb

Worked closely with International Tax Staff, Seniors, Managers, and Senior Managers with the primary focus on tax research, writing, compliance, and new business development. Tax research and writing either was conducted to answer a specific issue presented by clients or to evaluate and proffer an opinion on an unsettled or evolving tax topic. Compliance work was concentrated on form preparation for Controlled Foreign Corporations and Foreign Disregarded Entities. New business development involved the creation of multiple PowerPoint presentations to pitch new business opportunities.

East Lansing, Mi, Us

Worked closely with the Dean of the College of Law and the CFO to provide research and consulting services. Provided financial statement analyses and benchmarking analyses for the College of Law’s financial statements. Conducted market research and developed a comprehensive strategic business plan aimed at leveraging the College of Law’s academic strengths to expand the scope of its academic and legal services portfolio.

Represented and advocated on behalf of twelve clients that had controversies with the IRS and/or State of Michigan. Communicated regularly with clients, the IRS, and the Michigan Department of Treasury. Advocated in oral and written communication for Offer in Compromises, Appeals of Offer in Compromise Denials, Installment Agreements, Audit Reconsiderations, and Innocent Spouse Relief. Prepared all necessary forms required by the IRS and/or Michigan Department of Treasury. Time spent researching, writing, and advocating on clients’ behalf totaled 360 hours.

Detroit, Mi, Us

Worked with Minority Business Enterprise (MBE) certification attorneys and specialists to review MBE application documents to assure that certification criteria was satisfied. Researched, reviewed, and summarized financing and business development options for our MBE clients offered through the state of Michigan, the federal government, and private institutions. Provided business and legal client advisement. Researched and presented a perspective on how to capitalize on exporting through free trade agreements.

Oshkosh, Wi, Us

Assisted in student development, staff development, administrative duties, and operational activities in the residence hall. Conducted student staff training, evaluations, and meetings with staff. Directly supervised seven student staff members. Advised hall government. Adjudicated non-academic misconduct.

Joliet, Illinois, Us

Built a community within a diverse populous. Presented programs in regard to social inclusion, respect, service, integrity, and compassion. Performed regular duty requirements and handled/assessed emergencies through proper crisis management. Managed payroll, key charges and guest logs at the hall desk.

Joliet, Illinois, Us

Provided a free service for low-income individuals and families to properly prepare all required tax forms.

Lead personal and group campus tours. Trained new employees on tour procedures and University policies. Assisted in interviewing and hiring new employees.

Doctor Of Law (Jd), Corporate And Tax Law

Master, Business Administration

Bachelor Of Business Administration, Accounting