Provide strategic US, State & International tax planning strategies for Individuals & Business across a variety of industries including financial, manufacturing, personal service and construction industries. Includes F Reorganization federal and state tax impact from buyer and sellers perspectives.Subject matter expert on Tax Act of 2017 including Section(s) 199A and 163(j).Interact with all levels to develop & present tax seminars for the Firm, clients & other public platforms. Maillie LLP is a leading regional accounting, tax and advisory firm in Southeastern Pennsylvania and Wilmington, Delaware. Our client service philosophy has helped forge an excellent working relationship with our diverse client base. From traditional audit, accounting and tax services, to extensive business consulting services, we are able to assist our clients in the for-profit and non-profit business sectors with their current and future needs.

Serve as an instructor & course developer for CPE, Inc for various tax and accounting courses including: Accounting for Income Taxes Level 1 & 2; FIN 48 [author]; Form 1120; Schedule K-1's; Tax Planning for Individuals; Form 1040; Form 990 [author]; Tax Cut & Jobs Act 2017 [author]

Provide tax advice in all areas of individual tax returns, including federal, state, foreign income and transactions. Research to support tax positions taken by customers. Direct customer contact. Provide guidance on using tax software to self-preparers including how and where to input data for original and amended returns.

- Income tax liaison for divestiture project – spin and sale of non-core product lines- Review and analysis of tax provisions for multiple European and South America Entities- Footnote disclosures – quarter, annual

Mergers and Acquisitions Tax Planning:- Identified potential US tax savings via utilization of acquired NOL's under Section 382- Proactive on State tax nexus issues; pre-acquision action items to reduce post acquistion nexus exposure for parent company.Project Manager Medical Device Excise Tax Project:- Post implementation successful negotiations with largest customer on reimbursement procedures.- Strategic analysis of business models and product lines to determine world-wide impact of Excise Tax [an indirect U.S. tax effective 1/1/2013] on company- Develope internal training materials & present to executive committe and other stakeholders.- Leverage internal resources to minimize implementation costs.- Identify, engage, and work with outside consultants.General Position Description:- Responsible for all facets of running the company’s tax department including tax planning and compliance for all federal, state, international and local taxes for Fujirebio Diagnostics, Inc- Develop and implement company wide tax policy.- Financial reporting of the company’s consolidated tax provision which includes China and Sweden.- Research, recommendations related to U.S. indirect taxes

Primary responsibilities include: - Developing strong inter-departmental relationships- Manage internal and external relationships including corporate and divisional executives, internal and external auditors, external tax authorities for Federal and multi-State tax jurisdictions- Monthly cash forcast- Quarterly effective tax rate, FAS 109 (Tax Balance Sheet Approach), FIN 48, APB 28, FIN 18- Financial disclosures; quarter, year end and initial offering- SOX 404- Tax compliance- Developing and presenting internal training on tax subjects

Develope seminar outlines, identify and secure speakers

- Mid Atlantic Practice Developement Leader- Direct responsibility for two multi-year outsourcing engagements- Tax Consultant for Government Contractor ($2 billion sales; manufacturing); Director of Tax for Retail Establishment ($500 million sales)- Identifying, quantifying and presenting recommendations for process improvements- Federal and state audits- Income, sales and use tax compliance.