Partner, National Tax Office
Current- Leader in the firm’s National Tax Office. My role primarily includes planning for the tax aspects of transactions, researching complex tax issues, and developing solutions to minimize tax impact while reaching clients’ business goals. - Member of the firm’s Service Industry and Manufacturing & Distribution service groups, with experience in tax compliance, tax planning, and financial statement engagements. I oversee tax compliance engagements of multi-state and multi-national clients, including C-corporations, S-corporations and LLCs.- Perform a variety of tax services, including federal and state compliance, federal tax research and planning for M&A transactions. - Oversee preparation and tax review of federal and state tax returns and for businesses and individuals within multiple industries, including manufacturing, distribution and service, with particular focus in technology and software companies.- Review and assist in preparation of deferred tax provision for financial statement reporting.- Advise clients on compliance with reporting requirements for internationally-active U.S. companies, including U.S. subsidiaries of foreign corporations and U.S. corporations with foreign subsidiaries. - Supervise and train staff, review work product, and provide feedback to staff.- Prepare and manage tax due diligence projects for private equity clients in conjunction with financial due diligence team.- Co-lead major firmwide initiative in addressing and implementing policies regarding recent repair regulations, including speaking at several internal and external presentations and webinars.- Firm resource as power-user of Microsoft Excel and developed a number of dynamic templates as well as client-specific tax models.
