Jeremy F. Email & Phone Number

Plano, Tx, Us

Plano, Tx, Us

Dallas, Texas, United States

Dallas, Texas, United States

Dallas, Texas, United States

Spearheaded a team of over 25 staff members to audit and review the tax impacts of the Initial Public Offering and UpC restructuring of a multi-billion-dollar technology company, followed by the subsequent carve out and sale of a multi-billion-dollar business segment.Led multiple teams through the review and audit of the tax impacts of quarterly and yearly financial statements for various billion-dollar revenue and Fortune 500 companies in the technology, manufacturing, and communications business sectors. Reviewed Federal Corporate and Partnership tax returns and underlying calculations such as depreciation, amortization, research and development credits, and uncertain tax positions for Fortune 500 companies in the manufacturing, energy, and communications business sectors.Created and drove project proposals for both existing and new clients, resulting in project wins across various clients and business segments totaling over $10 million in additional revenue for the firm.Directly interacted with client stakeholders, including C-suite executives, to develop recommendations and present technical and process improvement findings in order to provide value and efficiencies.Collaborated with colleagues and clients in over 10 separate foreign countries to coordinate the timely filing of tax returns and related filing requirements, which led to efficient worldwide communication and mitigated risk for the multi-billion-dollar energy company. Utilized business acumen to identify efficiencies and implement digital optimization processes and remote team member usage to reduce hundreds of hours of budgeted time for multiple high-revenue clients.

Dallas, Texas, United States

Embraced ownership of project management by serving as the primary point-of-contact between client personnel and engagement teams, engaging directly with data, and overseeing the preparation of both quantitative and qualitative deliverables.Leveraged Alteryx and Microsoft Excel to strategically automate business processes across multiple projects relating to sales, mergers, and acquisitions of multi-billion-dollar public and private companies.Created initial forecasts and budgets for engagement teams across various workstreams while directing attention towards estimated fees and engagement metrics and regularly adjusted forecasts to accurately reflect the status of the project with billing goals in mind.

Dallas, Texas, United States

Demonstrated ability to prioritize multiple client engagements and competing deadlines, resulting in expanded responsibilities and subsequent promotion to senior.Utilized Tableau visual analytics engine to create and present complex data in a simplified format to both leaders in the firm and key client contacts.

Master Of Science - Ms, Accounting

Bachelor Of Business Administration - Bba, Accounting