PERSONAL PROFILE:

• Executive level professional with 15 years’ Big 4 Accounting Firm experience advising and managing federal and international tax services for Confidential 500 and other large clients. Tax advice and assistance has included inbound and outbound transactions, mergers and acquisitions, liquidations, Subpart F, foreign tax credit, FASB 109, earnings and profits, information returns preparation and review, tax opinion letters drafting and review, FIN 48 reviews, check - the-box analyses, and related transactions.
• Highly effective manager, with proven track record for managing clients, including identifying business and tax opportunities for current and prospective clients, obtaining client commitments to engage the firm’s services, managing the people, processes, and delivery of services, and obtaining compensation for services rendered.
• Won for selling services exceeding $5 million during a predetermined period of time.
• Accolades received from national and local office partners as well as attendees for effective delivery of presentations and s to staff, managers, partners, and corporate executives.
• Extensive writing experience, including being a contributing editor for a 2-volume tax procedure treatise, and writing or reviewing tax opinion letters, presentations, tax memoranda, client correspondence, and comments to the government on proposed regulations.
• Successfully represented large corporate and individual clients before the Internal Revenue Service.

CAREER PROGRESSION:

Confidential, Baltimore, Maryland

Chief Executive Officer

Responsibilities:

• Responsible for managing all aspects of the business, from client prospecting to receiving compensation for services rendered.
• Chief client adviser on business/tax consulting and planning matters, including complex international and federal transactions.
• Responsible for client relationship and ensuring quality services are delivered in a timely manner.
• Primary areas of responsibility include international and federal income taxation.

Confidential, Baltimore, Maryland

Solo Practitioner

Responsibilities:

• Represent individual and business clients before the IRS on federal and state income tax matters.
• Advise business and individual clients on business matters.
• Provide business strategy and implementation advice to small and mid-sized businesses.

Contract Attorney

Confidential, Washington, DC

Responsibilities:

• Reviewed documents for 6 months in connection with a large privilege review project.
• Reviewed documents in connection with possible unauthorized disclosure of information.
• Initially, a member of the 10-attorney project but was subsequently asked to function as the team leader on this mergers and acquisitions and contracts analysis project. This responsibility included maintaining and leading all contact with the client, conducting project management in connection with managing the team of attorneys working on the project, assisting in identifying and resolving all outstanding legal issues, and regularly updating the client on issues status. When client dismissed the team, I was later asked to rejoin the team again as project leader; however, the project team was reduced to three team members.
• DTI/EPIQ (Washington, DC)(Projects totaling 3 months in )
• Worked on a couple of projects reviewing documents in connection with antitrust and consumer matters.

Confidential, Atlanta, Georgia

Managing Member

Responsibilities:

• Managed all aspects of, and led the strategy with respect to, the firm’s consulting practice, including building the reputation and reach of the practice.
• Met with existing and potential clients to recommend tax strategies consistent with their business objectives and discuss other related tax and business matters.
• Advised clients, including Confidential 500 companies, on the Confidential .S. federal income tax consequences related to certain cross-border transactions.
• Reviewed memoranda prepared by attorney/CPA staff and contractors to ensure high quality advice.
• Trained staff and contractors in international tax, federal tax, and business strategy matters using internally developed customized methods.

Confidential, Atlanta, Georgia

International Tax Director

Responsibilities:

• Managed all aspects of client engagements for billion dollar companies, including initial planning and proposal preparation; maintaining regular interaction with clients to ensure issues were addressed; proactively identifying opportunities that were consistent with the client’s business objectives; and preparing budgets, billing, and work plans.
• Completed 18-month Tour of Duty in Confidential ’s Washington National Tax Office (International Tax Group) ( ). ed All Hands (“AHA” ) by Confidential Atlanta for business development through community service.
• Assigned primary responsibility for the Tampa, Florida international tax market in addition to my clients in and outside of Atlanta.
• Prepared/reviewed Confidential .S. federal income tax opinions/memoranda in connection with complex international transactions.
• Drove implementation of tax planning projects as a technical resource and project leader.
• Resolved complex technical tax questions and issues through a detailed analysis of the respective transactions.
• Trained staff on basic and complex international tax issues and provided mentoring.
• Actively participated in recruiting new and experienced hires for all lines of business within the firm.

Confidential, Atlanta, Georgia

International Tax Manager

Responsibilities:

• Provided consultation on international tax matters including planning, transaction consulting, and problem resolution.
• Conducted complex tax research and reviewed international tax compliance matters.

Confidential, Atlanta, Georgia

International Tax Manager

Responsibilities:

• Successfully drove proposal process and technical analysis for prospective clients.
• Advised clients on international tax matters including planning, transaction consulting, problem resolution, tax research and compliance.
• Managed preparation, completion and budgeting of foreign information tax returns including Forms 5471 and 5472.

Confidential, Baltimore, Maryland

Member

Responsibilities:

• Managed all aspects of the business and engaged in regular business development meetings and activities to enhance the business.
• Advised small businesses on an array of business and taxation matters.

Confidential, Baltimore, Maryland

International Tax Consulting Manager

Responsibilities:

• Managed all aspects of client engagements in connection with rendering federal income tax services to consumer products and manufacturing clients with revenues in excess of $200M. Informally referred to as a Tax Services Coordinator (title generally reserved for partners and experienced senior managers) due to increased overall responsibility for tax advice for particular clients.
• Provided quality tax advice to clients on international transactions.
• Researched complex tax issues including those related to international tax, federal tax, state and local tax, accounting methods, partnerships, S corporations, liquidations, mergers and acquisitions, and financial transactions.
• Supervised attorney and CPA professional staff working on tax projects.
• Conducted client meetings and advised clients on tax treatment of transactions contemplated or completed.
• Introduced tax planning strategies designed to meet client needs and managed implementation of these strategies.

Confidential, Jersey City, New Jersey

President

Responsibilities:

• Managed daily functioning of the business consulting practice.
• Provided business consulting services to small businesses, including business plan preparation.

Confidential, New York, New York

Tax Associate

Responsibilities:

• Prepared federal and state income tax returns for high net worth individuals, investment partnerships, and other flow-through entities.
• Conducted federal income tax research in connection with tax return preparation and certain advanced research matters.