Walter Lopez

Walter Lopez Email and Phone Number

International Tax Senior Manager at CBIZ, JD, LLM, NY Bar Member @ CBIZ
Cleveland, OH
Walter Lopez's Location
New York, New York, United States, United States
Walter Lopez's Contact Details
About Walter Lopez

PRICEWATERHOUSECOOPERS, New York, U.S.Senior, Mergers & Acquisitions. February 2011 - September 2012• Advised with respect to tax planning/structuring of transactions, including finance alternative options, facilitation of post-acquisition disposals, reorganizations or exits, and, preparation of tax models• Performed tax due diligence focusing on the identification and quantification of tax exposures and their impact on a transaction as well as identification of tax-saving opportunities• Coordinated with foreign jurisdictions to identify and understand the potential impact of foreign taxes• Drafted tax memoranda regarding consequences of tax-free and taxable reorganizationsERNST & YOUNG, New York, U.S. Senior, Transaction Tax Division. September 2008 - February 2011• Participated in consulting projects involving inbound and outbound structuring, including the analysis of earnings stripping rules and impact of conversion of foreign entities into disregarded entities• Analyzed tax treaties provisions for purposes of withholding taxes and identification of potential permanent establishment risks in foreign jurisdictions• Assisted in preparation of repatriation of cash tax models with respect to foreign investments, including E&P adjustments and calculation of foreign tax creditsIBM DEL PERU, Lima, PeruIntercompany Team Leader, December 2004 - June 2007 • Provided advice on various corporate income and indirect tax issues, including tax implications of cross-border transactions • Served as a Regional Team Coordinator for projects involving Argentina, Colombia, Chile, Venezuela, and EcuadorERNST & YOUNG, Lima, PeruAssociate, Tax Division, July 2003 - November 2004• Performed tax advising and consulting, focusing on international transactions which involved the review and analysis of international treaties in conjunction with local regulationsSpecialties: Software licences, technology and IT services industry

Walter Lopez's Current Company Details
CBIZ

Cbiz

View
International Tax Senior Manager at CBIZ, JD, LLM, NY Bar Member
Cleveland, OH
Website:
cbiz.com
Employees:
1
Walter Lopez Work Experience Details
  • Cbiz
    International Tax Senior Manager
    Cbiz Oct 2024 - Present
    Cleveland, Oh, Us
  • Marcum Llp
    International Tax Senior Manager
    Marcum Llp Aug 2023 - Present
    New York, New York, Us
  • Marcum Llp
    International Tax Manager
    Marcum Llp Jun 2015 - Present
    New York, New York, Us
  • Bhp
    International Tax Specialist - Americas
    Bhp Oct 2012 - Nov 2014
    Melbourne, Victoria, Au
    • Assisted with international reorganizations, M&A and repatriation planning.• Coordinated and managed international tax strategies with external tax advisors involving intercompany arrangements, cross-border transactions and new ventures in foreign jurisdictions, among others.• Evaluated current or proposed activities, policies, business practices and transactions and providing guidance and support to the business on corporate tax, transfer pricing, legal structure matters, and indirect taxes.• Oversaw preparation of tax returns, tax declarations and other required reports.• Assisted in budgeting and forecasting models for current year and future income taxes• Managed inter-company transfer pricing agreements and computations as applicable.• Assisted with in-country and cross border tax audits and build audit ready defense files.• Maintained a current awareness of emerging, country specific legislation and tax developments that would impact the company’s operations in foreign jurisdictions
  • Price Waterhouse Coopers
    Senior - Tax- Mergers And Acquisitions
    Price Waterhouse Coopers Feb 2011 - Sep 2012
    Gb
    • Advised clients with regard to tax planning/structuring of transactions, including alternative financing options, cost-benefit analysis regarding acquisition, facilitation of post-acquisition disposals, reorganizations and divestments• Performed tax due diligence focusing on the identification and quantification of tax exposures and their impact on a transaction as well as identification of tax-saving opportunities• Reviewed tax provisions of stock purchase agreements• Reviewed the quality of tax attributes of the target corporations
  • Ernst & Young
    Senior At The Transaction Tax Division
    Ernst & Young Sep 2008 - Feb 2011
    London, Gb
    • Performed tax due diligence focusing on the identification and quantification of tax exposures and their impact on a transaction as well as identification of tax-saving opportunities• Analyzed provisions of tax treaties for purposes of withholding taxes and identification of potential permanent establishment risks in foreign jurisdictions• Reviewed federal income tax returns (Form 1120, Form 1065 including Schedule K-1), reporting filings with respect to certain foreign entities (Form 5471 and Form 8858), withholding taxes (Forms 1099) and the corresponding working papers to identify potential exposures
  • Ibm
    Tax Specialist
    Ibm Dec 2004 - Jun 2007
    Armonk, New York, Ny, Us
    • Leaded and supervised the country’s tax department team• Served as Regional Leader for projects involving Argentina, Colombia, Chile, Venezuela, and Ecuador such as the liquidation of one of the IBM’s subsidiaries within the region• Performed tax advising and tax planning and supervised tax compliance tasks for the country’s tax department• Coordinated and supervised the preparation of Transfer Pricing and Sarbanes-Oxley control reports• Analyzed timing differences to calculate the deferred income tax and estimated income tax liability for future fiscal years• Prepared tax reports for IBM Head Quarters in NY• Received Business Award for preparation of a tax case before the Tax Administration 2006 and the Excellence Award for successful Latin America IBM/Lenovo transition 2005 (as Project Manager)
  • Ernst & Young
    Associate At The Tax Division
    Ernst & Young Jun 2003 - Nov 2004
    London, Gb
    Ersnt & Young Peru• Performed tax advising and consulting, focusing on international transactions which involved the review and analysis of international treaties in conjunction with local regulations• Worked on tax planning mainly related to mergers and acquisitions; and performed due diligence reviews• Prepared reports for tax compliance duties including tax analysis of profit and loss statements and review of balance sheets• Developed expertise on taxation of mining, oil and banking businesses

Walter Lopez Education Details

  • Georgetown University Law Center
    Georgetown University Law Center
    Ll.M In Taxation
  • Quantic School Of Business And Technology
    Quantic School Of Business And Technology
    General

Frequently Asked Questions about Walter Lopez

What company does Walter Lopez work for?

Walter Lopez works for Cbiz

What is Walter Lopez's role at the current company?

Walter Lopez's current role is International Tax Senior Manager at CBIZ, JD, LLM, NY Bar Member.

What is Walter Lopez's email address?

Walter Lopez's email address is ar****@****ail.com

What is Walter Lopez's direct phone number?

Walter Lopez's direct phone number is +164689*****

What schools did Walter Lopez attend?

Walter Lopez attended Georgetown University Law Center, Quantic School Of Business And Technology.

Who are Walter Lopez's colleagues?

Walter Lopez's colleagues are Joseph Hammer, Michael Mangan, Amanda Hardy, Sam Arnao, Brad Boers, Preston Hofer, Inda Wendt (Cbiz Cpi).

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.