About Our Firm

Recurring remote contract consulting role for a corporate tax services firm out of Wayne, PA dedicated to helping mid-size and large multinational corporations address complex tax operations. The Company takes operational tax burdens off tax and finance leaders, providing high-level tax expertise at value driven rates without any independence issues and has provided the expertise to build, operate, and manage tax functions for its clients for over 25 years. Core services include tax provision, compliance, international tax, indirect tax, tax automation, and tax consulting and planning services.

• Prepared Federal and state income tax returns using OneSource income tax compliance software.

Recurring remote contract consulting role for a big four accounting firm’s Chicago, IL branch preparing client partnership tax returns for a large Asset Management Firm’s Private Equity Group. 

• Managed a team of tax professionals in the US and India to timely and accurately prepare Partnership tax returns with 100’s of inbound K-1s/K-3s.
• Review partnership agreements and K-1s/K-3s to identify pass through tax attributes used in preparing all required tax forms and associated footnotes including 743(b) adjustments, 199A, effectively connected income (ECI), UBTI, disregarded entity reporting, and other portfolio income and deductions.

Remote contract consulting role out of Salt Lake City, UT for the world’s leading provider of drilling services, drilling equipment and performance tooling for mining and drilling companies, serving the industry since 1890 with a substantial presence in aftermarket parts and service, energy, mine dewatering, oil sands exploration, production drilling, and down-hole exploration.

• Oversaw the Company’s Australian Tax Audit (with the ATO). Performed calculations and analysis to trace intercompany investments, expenses, and other activity to support taxpayer’s Australian tax return position for deducting interest expense on inter-company loans.
• GST Factoring Project – Review company’s Canadian financial records to identify approximately $650K in recoverable GST. Saving client approximately $200K in fees (external consultants would have charged 30% of recovered amount).

Tax Manager • World’s largest producer/supplier of generic prescription medications

• Calculated quarterly tax provision including preparation/review of consolidated schedules. Reworked FAS (fixed asset software) to automate reporting for amortization of intangible property and debt issuance costs, saving about 10 hours of labor during each quarter close.
• Provided management with technical support on strategic business initiatives including analysis of §382 and NOL utilization, stock-based compensation, tax basis roll-forwards, fixed asset reconciliations, acquisition related due diligence, purchase accounting, and current changes in Federal tax legislation.
• Worked with IRS LB&I Unit on a multi-year audit of the Consolidated Federal Income Tax Return. Successfully able to close audit and reduce assessment by $5M.

Tax Manager • Global investment manager and provider of investment advisory services

• Fully automated department processes by overseeing selection and managing implementation of OneSource software for use in preparing tax returns and quarterly tax provision, allowing staff to focus on more value-added activities.
• Served as the Project Lead to transform the existing business expense management program for 15,000 global employees ($40M in annual spend) and developed a global Business Expense Management policy in conjunction with local tax regulations.

Tax Supervisor • Global natural gas and electric power distribution and retail propane marketer

• Focus on partnership taxation and reporting for a Publicly Traded Partnership (Master Limited Partnership) with units traded on the NY Stock Exchange (APU), including providing investor tax calculations and issuing 40,000 K-1’s annually.
• Supervised a team of tax professionals in the preparation of various transactional taxes comprising approximately $60M in spend monthly.

Sr. Tax Accountant • Global home furnishing brand headquartered in Sweden                                                  

• Calculated quarterly tax provision and coordinated tax return preparation with outside CPA firm.
• Researched and implemented welfare to work and work opportunity tax credit programs.
• Assisted outside counsel in transition from corporate structure to complex partnership/LLC structure.

Corporate Tax Accountant • Residential Mortgage Originator                                                               

• Prepared personal property, gross receipts, state income and franchise, and use tax returns.
• Protested Real Estate assessments and paid Real Estate tax bills.
• Administered $10M investment in Low Income Housing Tax Credits.