Joseph Mcgowan Email & Phone Number

Chicago, Illinois, Us

Direct all treasury, tax, and risk management matters with a staff of four senior managers. Treasury oversight for cash and debt management, cash repatriation, hedging and capital structure strategies. Tax responsibilities include global income tax planning, financial reporting for taxes, tax controversy, and tax compliance.

Chicago, Il, Us

Directed all treasury, tax, risk management, and finance transformation matters with staff of four directors, ten managers, and eight others. Oversaw treasury responsibilities including cash and debt management, cash repatriation, and capital structure strategies and initiatives including capital raising efforts, ratings agencies and banking relationships, and risk management. Managed tax responsibilities including global income tax planning, financial reporting for taxes, tax controversy, mergers and acquisitions, and tax compliance. Led finance transformation including driving operational excellence initiatives and overseeing corporate-wide finance continuous improvement efforts.• Secured first-ever Pre-Filing Agreement entered into by IRS for an excise tax matter for medical device excise tax. • Refinanced $425M of bonds for then-record pricing of 4.37% in 2019.• Repatriated $93M of cash during FY21 with less than $1M of associated taxes.• Continuously implemented process efficiencies to minimize staff hours necessary to perform routine tasks and allocate more resources to planning.• Developed staff through appropriate assignment of work and training in relevant tax law, soft skills, and company’s operations while promoting a culture of diversity, inclusion, and belonging.

Chicago, Il, Us

Promoted to Treasurer, overseeing all Treasury and Risk Management responsibilities in addition to all aspects of global tax.

Chicago, Il, Us

Oversaw all aspects of global taxation.

Chicago, Illinois, Us

Administered tax department with staff of four managers and one other direct report. Oversaw global income tax planning as well as IFRS financial reporting for taxes, tax compliance, and payroll tax matters. Built a high-performance team that collaborated well with internal and external stakeholders.• Redesigned and implemented worldwide transfer pricing methodology resulting in recognition of $24M tax benefit. • Identified and recovered $2.2M of withholding taxes overpaid in previous years.• Successfully resolved Canadian audit, leading to $4.5M release of tax reserves.

Lake Forest, Illinois, Us

Vice President of Global Taxation 2005-7 || Director of Treasury & Tax 2003-5 || Director of Tax 2002-3Oversaw tax department with staff of nine professionals, including three managers. Directed tax planning, FAS 109 financial reporting, and tax compliance. Also, oversaw Treasury Department for two years.• Planned and executed tax aspects of Solo Cup’s $1.6B acquisition of Sweetheart Cup Company, Inc., including determining appropriate legal structure for combined group.• Restructured U.S., Mexican, European, and Japanese entities to maximize annual tax benefits.• Coordinated cross-border transfer pricing studies, involving management fees, intercompany interest expense, and intercompany sales of product.

Tampa, Florida, Us

Oversaw the tax department. Staff included 11 tax professionals, three of which were managers. Identified and implemented tax planning strategies to maximize the company’s earnings and cash flow. Strategies included a stapled stock structure to preserve net operating losses and a Canadian partnership structure to defer tax liability for 11 months. Minimized tax exposure and detriment by overseeing the disposition of the company’s salt, agribusiness retail, and Australian chemical businesses. Coordinated cross-border transfer pricing studies involving technology licenses, royalties, and intercompany sales of product. Resolved two major federal and numerous state audits with minimal additional tax liability. Lowered effective tax rate six percent in three years through a variety of planning strategies.

London, England, Gb

Oversaw all aspects of the domestic tax compliance function for the exploration and production sector. Promoted to this position after eight months with company. Supervised 9 staff accountants located in Chicago, Tulsa, & Houston, in preparing returns and calculations relating to partnerships and domestic operations of U.S. companies. Involved directly or indirectly in the generation of ideas that saved the corporation more than $8 million dollars through an overhead chargeout study and identification of special tax credits.

Us

Oversaw all aspects of the international tax compliance function. Supervised 4 staff accountants in preparing returns and calculations relating to foreign sales corporations, captive insurance companies, and inbound and outbound transactions. Performed research for tax projects in international tax and for IRS audit as they arose.

Chicago, Illinois, Us

Oversaw all aspects of the international tax compliance function. Supervised 4 staff accountants in preparing returns and calculations relating to foreign sales corporations, captive insurance companies, and inbound and outbound transactions. Performed research for tax projects in international tax and for IRS audit as they arose.

Worldwide, Oo

Supervised and trained staff accountants in preparing tax returns. Reviewed preparation of corporate, individual, trust, and partnership tax returns. Provided tax consultation and tax accruals and performed research projects for clients.

Mba, Finance, Marketing & International

Master Of Arts - Ma, History

Master Of Science - Ms, Taxation

B.S., Accounting

Diploma

Education record