George Schmidt Email & Phone Number

Washington, Dc, Us

Chicago, Il, Us

New York, Ny, Us

—Act as the primary client contact for complex tax technical issues, concluding decisions on income tax filings, and resolution of questions from federal/state agencies.—Lead engagement teams to achieve managed revenue, and margin metrics ensuring compliance with Firm policies, standards, and KPMG’s Audit Manual.—Actively participate in marketing, networking, and business development, maintaining client relationships and serving as the primary contact for complex questions.—Lead global income tax compliance cycle for multinational enterprises including annual income tax returns, quarterly filings, and year-end planning.—Coordinate tax provision preparation and review assistance under ASC 740-10 (FAS 109 and FIN 48), including technical topics such as business combinations, discontinued operations, international impacts, and valuation allowance scheduling.—Directly supervise and review work prepared by senior associates, and managers, providing performance feedback and acting as a Performance Management Leader.—Establish compliance and consulting engagement timelines, communicate goals, and seek feedback on process improvements from team members.—Leverage technology teams to optimize the workpaper process and reduce inefficiencies through Alteryx.—Experience in multiple industries, including a primary focus on technology, software, and manufacturing.

Santa Barbara, Ca, Us

--Lead global quarterly income tax provision including worldwide tax expense, FIN48, purchase accounting, and valuation allowance--Review US corporate income tax return and supporting work papers--Review foreign subsidiaries statutory financials and income tax returns documenting return-to-provision differences and qualitative support for GAAP-STAT adjustments--Assist C-level executives with forecast of worldwide book income using transfer pricing strategies --Develop and execute IP sale between German & Irish subsidiaries establishing $10M in amortizable basis including coordination with executives, legal counsel, and local controllers--Manage remote team with two direct reports including performance review and mentoring.

New York, Ny, Us

--Lead the tax provision and return compliance process.--Coordinate tax provision preparation and review assistance under ASC 740; including technical topics such as business combinations, discontinued operations, and valuation allowance scheduling.--Resolve and document tax technical issues.--Supervise state compliance and consulting for software and manufacturing industries.--Establish compliance and consulting engagement timelines, communicate goals, and seek feedback on process improvements from team members.--Liaise with internal KPMG departments to ensure effective & efficient client service.--Mentor and motivate interns, associates, and senior associates through formal & informal performance coaching. --Assist teams with foreign informational compliance, including reporting of income tax impacts of controlled foreign corporations, and inbound reporting requirements.--Summarize and present technical tax issues to C-level executives.--Build strategies to lead and coordinate the Compliance Management Services initiative in the Pacific Northwest to support teams as they improve and streamline the compliance process.--Advise KPMG’s National Tax People Strategy initiative on expansion and execution of next generation technology and employee benefits.--Continuously expand knowledge of tax technical issues through Continuing Professional Education including annual KPMG Tax Seminar.--Create new business opportunities by becoming a reliable and trusted advisor for clients, helping them to better understand and identify exposures or benefits as their business grows.--Experience in multiple industries, including a primary focus on manufacturing, technology, and financial industries. --Former roles include Tax Manager, Senior Tax Associate, and Tax Associate in KPMG's Denver, Colorado OfficeKPMG LLP, the audit, tax and advisory firm, is the U.S. member firm of KPMG International Cooperative ("KPMG International"). Thoughts expressed here are my own.

Broomfield, Co, Us

--Prepared cost data for business proposals totaling approximately $1 billion dollars--Analyzed and priced proposals for both government and commercial sectors--Researched and analyzed historical data and assisted in developing cost models to support proposal efforts--Coordinated collection, scheduling, and performance elements from various departments--Former roles include Contract Analyst Intern

Bachelor Of Science (B.S.), Finance

Master Of Science (M.S.), Accounting