John Rucker Email & Phone Number

Portland, Oregon Metropolitan Area

Responsible for the day-to-day operations of the tax department, including compliance, audits and tax controversy, tax provision, planning, adding/outsourcing resources, functions and processes as needed to optimize efficiency; manage a staff of 15 tax professionals responsible for all federal, state and local tax matters (including premium taxes) which impact the Company; report to the CFO and interface with senior management and operations personnel on a day-to-day basis.

Los Angeles Metropolitan Area

Responsible for state and local taxes impacting the company’s operations, including compliance, planning, M&A due diligence, managing effective state tax rates, and impact on the company’s tax provision.

San Francisco Bay Area

• Recruited by Deloitte as a local office director; promoted within one year to a full equity Partner/Principal • Managed and grew the Los Angeles-based multistate tax practice, later followed by a move to San Francisco to manage the Bay Area practice • Added on-campus and experienced hires to obtain sustainable and profitable growth, increasing head count and competency levels substantially • Managed P & L of the Bay Area practice, ultimately achieving the highest growth rate of all Deloitte multistate practices• Served as lead multistate partner on many of Deloitte’s most complex clients, leading to significant increases in market share and retention of many of Deloitte’s valued clients• Expansion of technical competencies in all areas of state taxation, with a focus on training our younger professionals to be top-notch client service professionals• Modified office culture to promote energy, a thirst for learning and client service, leading to higher retention and promotion rates

Los Angeles Metropolitan Area

• Assisted in the formation and expansion of the state tax group in Los Angeles• Actively managed a group of professionals dedicated to state tax audit representation and appeals, state tax due diligence, and tax planning with a focus on restructuring to minimize effective state tax rates• Represented high net worth individuals and executives in tax controversies and appeals, including legal residency disputes• Received promotion from Senior Manager to Principal within one year of joing EY

Los Angeles Metropolitan Area

• Performed state and federal tax planning, audit controversy and defense• Completed tax due diligence associated with acquisitions and dispositions • Managed and advised on taxation of executive benefits and compensation, including board of director compensation and withholding • Drafted tax opinions and memoranda, federal and state ruling requests, helped manage Occidental’s combined (federal and state) effective tax rate

Houston, Texas, United States

Managed multistate tax planning and tax controversy, including regional responsibility for approximately 15 states, managing all aspects of Shell’s state tax liabilities for those states.

Master Of Laws - Llm, Taxation

Doctor Of Law - Jd, Law

Bachelor Of Arts - Ba, Economics