Senior Manager in KPMG’s Los Angeles Business Tax Services Accounting Methods and Credit Services Practice. More than 10 years of experience in Federal and State R&D incentives assisting clients ranging from start up to Fortune 500.

Berkshire West & Co. is a national consulting firm specializing in Federal and Multi-State Research & Development Tax Credits and Sales & Use Tax refunds.. Ryan worked through several successful R&D credit PFA processes with BWC, and served clients from scoping through audit, realizing taxpayer benefits of up to $70M per engagement, in technology/data, software, chemical, financial, automotive, building product, industrial manufacturing, and food industries.Sales and Solution Design• Use balanced quantitative and qualitative skills to determine client needs and develop solutions to minimize operational burden and hours needed to realize material benefits for clients, including opportunity sizing, competitive bid development, presentation, risk analysis, and work plan development and • Engage in interaction with potential clients and perform onsite analysis to prove out opportunities and close dealsProject Management• Develop and manage workplans, budgets, and timelines, and assign workflow to cross-functional teams of 3 to 12, mentoring teams to ensure quality and timely work product while multitasking between projects at various stages in process• Communicate regularly with project stake holders and proactively manage and resolve issues at least impactful level by empowering stakeholders to make informed and productive decisions and balance risk.Controversy• Develop cooperative relationships with audit teams to manage expectations and systematically resolve issues through IDR process with as little client impact as possibleOperations• Spearhead recruiting and hiring activities for managers and associates, with responsibility for staffing as well as professional development• Facilitate SOC2 audit as security officer responsible for monitoring and enforcing data and security protocols for fortune 100 clients.

• Conceptualize tax credit strategies and project-manage successful studies from concept through audit at industry-leading firm that helps Fortune 500 companies secure federal, state and local tax incentives, helping secure $80M in incentives to date • Develop workplans and assign workflow to cross-functional teams of 3 to 10, mentoring teams to ensure quality and timely work product while multitasking between projects at various stages in process• Use balanced quantitative and qualitative skills to develop core assumptions, analyze conflicting data, and make final determinations that will withstand rigorous audits• Shepherd 9-24 month audit process with IRS, complying with extensive document requests, coaching clients for interviews, and leading meetings with high-level IRS directors• Continually revise and communicate to team updated expectations, goals and timelines based on findings, applying creative problem-solving techniques• Lead information gathering process, conducting independent research and identifying and interviewing subject matter experts while applying strong interpersonal and communication skills• Use negotiation skills to broker deals between clients and IRS• Facilitate rapid growth of highly entrepreneurial department from 4 to 20 by developing scalable best practices to streamline operations• Create and memorialize protocol for developing a detailed understanding of client organizations and their unique business practices during information gathering stage• Serve as final QC authority, drafting company’s first QC manual• Support professional development of junior associates, providing one-on-one training on best practices to groom them to step into senior project manager position within 6 months• Spearhead hiring process for project manager level and below, interviewing 100+ candidates, drafting case studies to evaluate analytical aptitude, and implementing new interview panel technique to streamline process and evaluate fit on team