Robert Nale Email & Phone Number

San Francisco Bay Area; Sacramento

Providing corporate tax solutions to ASC 740 reporting issues, assessing impact of tax reform legislation and managing income, VAT and sales/use tax compliance.

South San Francisco, Ca

Managed tax and treasury needs of global biotech manufacturing company. Responsible for global tax compliance, transfer pricing, SOX 404, Section 382 compliance, R&D credits, VAT and valuation allowance.

Providing federal, international and state corporate tax consulting services to public companies. Benefits include reduction of foreign taxes and implementation of income, sales and payroll tax software.

Established in-house tax department and directed all federal and state corporate income, franchise, sales/use and property tax work for publicly traded telecommunications company. Highlights included:Generated $6.7 million in cash refunds related to quick and NOL carryback refund claimsAchieved annual property tax savings of $300,000 through successful obsolescence determinationDirected successful IRS and state and local income/sales/property tax auditsPrepared and reviewed… Show more Established in-house tax department and directed all federal and state corporate income, franchise, sales/use and property tax work for publicly traded telecommunications company. Highlights included:Generated $6.7 million in cash refunds related to quick and NOL carryback refund claimsAchieved annual property tax savings of $300,000 through successful obsolescence determinationDirected successful IRS and state and local income/sales/property tax auditsPrepared and reviewed all tax accounting related to FAS 109 and FIN 48 (uncertain tax positions)Prepared Form 10K financial statement disclosures for discontinued (sold) operationsPrepared forecasts of income tax expense including impact of stock compensation under FAS 123R Presented quarterly tax updates to Audit CommitteeResponsible for all income tax related Sarbanes-Oxley documents, processes and controls Show less

Provided tax consulting services to public companies such as SureWest Communications. Benefits included identification of $300,000 of LAMBRA credits and reconciliation of $58 million FAS 109 deferred tax liabilities.

Directed all federal and state corporate income, sales/use, property and excise tax work for $800 million publicly traded waste management company with a staff of four. Highlights included:Coordinated tax method change applications resulting in $14 million cash refundsImplemented state tax planning strategies saving $1 million of taxes annually and reducing effective tax rateImplemented FAS 123R and establishing $8 million APIC poolAdvised on tax consequences of all stock… Show more Directed all federal and state corporate income, sales/use, property and excise tax work for $800 million publicly traded waste management company with a staff of four. Highlights included:Coordinated tax method change applications resulting in $14 million cash refundsImplemented state tax planning strategies saving $1 million of taxes annually and reducing effective tax rateImplemented FAS 123R and establishing $8 million APIC poolAdvised on tax consequences of all stock and asset acquisitions/dispositionsReviewed over 700 property tax returns annually; preparing property tax appealsPrepared quarterly tax accounting (FAS 109), tax provisions and tax basis informationEstablished procedures for successful Sarbanes-Oxley 404 testing Show less

Finance, Director of Taxes Directed all federal, state, and international corporate tax work for global asset management affiliate of Zurich Insurance Company with $300 million of assets under management. Highlights included:Analyzed and consulted on acquisitions saving $5 million of income, payroll, VAT, stamp duty, etc.Provided analysis and consultation on $430 million Threadneedle (U.K.) deal with lawyers, investment bankersImplemented transfer pricing studies… Show more Finance, Director of Taxes Directed all federal, state, and international corporate tax work for global asset management affiliate of Zurich Insurance Company with $300 million of assets under management. Highlights included:Analyzed and consulted on acquisitions saving $5 million of income, payroll, VAT, stamp duty, etc.Provided analysis and consultation on $430 million Threadneedle (U.K.) deal with lawyers, investment bankersImplemented transfer pricing studies saving IRS penalties ($1M) and generating global tax savings ($3 M)Reviewed quarterly tax analysis and accruals including FAS 109, rate reconciliation and valuation allowances Show less

Primarily responsible for managing the compliance, tax accounting and research for two public companies, Rust International, Inc. and Chemical Waste Management, Inc., both with assets exceeding $1 billion. Highlights included:Managed FAS 109 tax accounting, including quarterly external auditor reviewManaged compilation of data from acquired subsidiaries and various legacy systemsAssigned and reviewed the research and compliance work of 7 staff… Show more Primarily responsible for managing the compliance, tax accounting and research for two public companies, Rust International, Inc. and Chemical Waste Management, Inc., both with assets exceeding $1 billion. Highlights included:Managed FAS 109 tax accounting, including quarterly external auditor reviewManaged compilation of data from acquired subsidiaries and various legacy systemsAssigned and reviewed the research and compliance work of 7 staff membersPerformed process improvements, including recurring fuel tax credits Show less

Primary responsibilities included research and planning for banking and other financial subsidiaries. Presented tax advantaged transactions to balance sheet management committee (CFO, credit chief, etc.)Calculated foreign tax credit (including expense sourcing and income basket identification) Monitored impact of transactions on alternative minimum tax (AMT) positionDetermined impact of leveraged lease transactions, acquisitions, etc.Prepared GST and PST returns for… Show more Primary responsibilities included research and planning for banking and other financial subsidiaries. Presented tax advantaged transactions to balance sheet management committee (CFO, credit chief, etc.)Calculated foreign tax credit (including expense sourcing and income basket identification) Monitored impact of transactions on alternative minimum tax (AMT) positionDetermined impact of leveraged lease transactions, acquisitions, etc.Prepared GST and PST returns for Canadian operationsPrepared tax provisions and returns for members of $18 billion consolidated group Show less

Responsible for purchase investigations, accrual reviews, consolidated returns and research/planning for both private and public companies such as AT&T, Kraft Foods, Household Bank (HSBC), Commonwealth Edison and U.S. Gypsum.

Bachelor Of Science, Accounting

Master Of Science, Taxation