Provide international tax planning support for this $2.6B Canadian motion picture and television production company, including contract review, M&A structure review, SOX control review and E&P analysis. Specifically, review tax sections of license agreements to ensure tax efficient royalty payments and review of partnership agreements to ensure most advantageous tax results. Prepared SOX tax control narrative and control matrix for year-end SOX testing by outside auditors. Provided review of E&P review of foreign withholding payments, identifying $2M overpayment refund opportunity.

Provide interim tax capacity for this $2.5B privately held online retailer, including return preparation and review, audit support and return to provision analysis. Specifically, final preparation and review for 2014 federal and state income tax returns. Final review and preparation of US international returns Form 5471s, 8858s, Form 926, dual consolidated loss statements. Prepared E&P analysis for Subpart F income exposure. Prepared in country tax filings including Canadian e-waste GST, PST and HST filings. Utilized SAP, IBM COGNOS business warehouse and OneSource Tax Compliance software.

Responsible for the overall tax planning, audit controversy, and transactional tax planning, compliance and audit for this $1.4B data analytics spin-off from First American Financial Corporation. Extensive acquisition activity involvement including due diligence, structuring and integration planning. Responsible for the managing and mentoring of a group of four tax professionals in functional areas that are highly integrated into the operating companies and corporate function. Representative accomplishments include cash repatriation strategies utilizing IC debt structures and other management agreements, Subpar F planning, foreign tax credit optimization, US international filings including Forms 5471, 926, 8858, 1118.

Responsible for the overall financial statement reporting, tax planning, tax reporting, and audit defense for this $2B international designer, wholesaler, retailer of women’s high fashion apparel. Coordination of domestic and international income tax compliance. Hands on responsibility for ad valorem and sales/use tax reporting and audit defense for this privately held Sub S company. Coordination of corporate tax effects as it impacts individual tax position of owner.

Responsible for the overall financial statement reporting, tax planning, tax reporting, and audit defense for this $6B architectural and engineering services company. Extensive acquisition activity involvement including due diligence and integration planning. Coordination of domestic and international tax compliance, applications for rulings from the IRS and state tax authorities. Responsible for ad valorem and sales/use tax reporting and audit defense. Responsible for the managing and mentoring a group of eleven tax professionals in a variety of functional areas. Oversee outside advisors and outsourcing projects.

Responsible for the domestic tax planning, overall tax reporting, audit defense and financial tax accounting for this $16B direct broadcast corporation. Responsible for the managing and mentoring of a group of sixteen tax professionals in functional areas that are highly integrated into the company decision-making architecture. Extensive mergers & acquisition involvement as the company transformed itself from a defense contractor into the current leader in satellite television communication. Coordination of domestic tax compliance, applications for rulings from the IRS and state tax authorities and lobbying. Managing the business and cultural changes required in a group that had known the relative stability of an established defense industry towards a leaner, more responsive telecommunications organization. Oversee outside advisors and outsourcing projects