Brian Loya, CPA
Tax Manager at White Nelson Diehl Evans LLP- Claim this Profile
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Bio
Robert Coull, CPA
I worked very closely with Brian for a number of years at Vistage International. Brian was responsible for (and excelled at) tax strategy, planning, and compliance with both domestic and foreign operations, including complex corporate structures. An absolute professional in tax matters, Brian routinely went beyond his core competencies and responsibilities to work collaboratively on operational and financial matters related to our treasury operations and foreign subsidiary and licensee operations. Brian constantly delivers stellar results and I would give him my highest recommendation.
Robert Coull, CPA
I worked very closely with Brian for a number of years at Vistage International. Brian was responsible for (and excelled at) tax strategy, planning, and compliance with both domestic and foreign operations, including complex corporate structures. An absolute professional in tax matters, Brian routinely went beyond his core competencies and responsibilities to work collaboratively on operational and financial matters related to our treasury operations and foreign subsidiary and licensee operations. Brian constantly delivers stellar results and I would give him my highest recommendation.
Robert Coull, CPA
I worked very closely with Brian for a number of years at Vistage International. Brian was responsible for (and excelled at) tax strategy, planning, and compliance with both domestic and foreign operations, including complex corporate structures. An absolute professional in tax matters, Brian routinely went beyond his core competencies and responsibilities to work collaboratively on operational and financial matters related to our treasury operations and foreign subsidiary and licensee operations. Brian constantly delivers stellar results and I would give him my highest recommendation.
Robert Coull, CPA
I worked very closely with Brian for a number of years at Vistage International. Brian was responsible for (and excelled at) tax strategy, planning, and compliance with both domestic and foreign operations, including complex corporate structures. An absolute professional in tax matters, Brian routinely went beyond his core competencies and responsibilities to work collaboratively on operational and financial matters related to our treasury operations and foreign subsidiary and licensee operations. Brian constantly delivers stellar results and I would give him my highest recommendation.
Credentials
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Certified Public Accountant
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Experience
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White Nelson Diehl Evans LLP
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United States
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Accounting
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1 - 100 Employee
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Tax Manager
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Jul 2015 - Present
As an experienced tax manager, I manage client engagements across multiple industries in order to minimize the income tax liabilities for our clients. As an experienced tax manager, I manage client engagements across multiple industries in order to minimize the income tax liabilities for our clients.
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Vistage Worldwide, Inc.
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United States
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Professional Training and Coaching
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700 & Above Employee
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Director of Tax and Treasury
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Jul 2011 - Jun 2015
Managed the tax and treasury functions for the company. Some of my responsibilities and accomplishments while at Vistage: - Prepared and filed federal and multi-state corporate tax returns - Managed federal and state tax audits - Prepared federal and state estimated tax payments - Prepared earnings and profits calculations - Prepared quarterly and annual income tax provisions - Developed tax strategies to repatriate international earnings - Assisted in the due diligence process, which ultimately led to the sale of the company to a Private Equity firm - Oversaw all aspects of treasury operations; which included preparing compliance certificates, cash forecasting and risk insurance management Show less
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CohnReznick LLP
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United States
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Accounting
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700 & Above Employee
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Tax Manager
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Sep 2007 - Jul 2011
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RPR Partners, LLP
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United States
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Accounting
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1 - 100 Employee
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Tax Senior
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Dec 2004 - Jul 2007
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Cubic Corporation
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Internal Auditor
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Nov 2003 - Dec 2004
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RPR Partners, LLP
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United States
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Accounting
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1 - 100 Employee
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Tax Staff
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Dec 2000 - Nov 2003
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Education
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1998 - 2000
California State University San Marcos
BS, Business Administration, emphasis in Accountancy
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