Experience

Invitae

• United States
• Biotechnology Research
• 700 & Above Employee

• Head of Tax

  • Nov 2019 - Present



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Tax Manager - Business Tax Services

  • Jan 2011 - Nov 2019

  - Federal and State & Local Tax Compliance - Tax returns/extensions/estimates preparation/review and filings for various companies from start-ups to Fortune 500 SEC companies, with consideration of various implications as a result of Tax Reform. - Coordination with foreign tax teams (both external & internal) on global tax compliance projects to manage tax compliance in various countries. Inform client of any foreign tax implications on income tax provision for financial reporting… Show more - Federal and State & Local Tax Compliance - Tax returns/extensions/estimates preparation/review and filings for various companies from start-ups to Fortune 500 SEC companies, with consideration of various implications as a result of Tax Reform. - Coordination with foreign tax teams (both external & internal) on global tax compliance projects to manage tax compliance in various countries. Inform client of any foreign tax implications on income tax provision for financial reporting purpose as it relates to the foreign taxes impact (as it relates to uncertain tax positions, foreign tax audits, changes in foreign tax laws, tax holidays, etc.). - FAS109/ASC740 - Audit, review and preparation of income tax provisions with tax implications relating to international tax, transfer pricing, M&A/purchase accounting, stock options/plans, and more recently as it relates to Tax Reform. - Completed multiple PCAOB and internal firm quality reviews/examinations of financial reporting audits documentations and procedures with no comments as it relates to the income tax provision. - SOX testing and documentations of internal controls relating to income tax provision process. Attended walkthrough meetings and reviewed tax related internal controls. - Led the implementation of latest firm technology to streamline and automate the income tax compliance process across all engagement teams within the Silicon Valley Office in addition to showcasing their capabilities to our clients/prospective clients. - Tax research via RIA Checkpoint, CCH IntelliConnect - Correspondence w/ IRS & state tax authorities relating to various tax compliance issues/ tax notice resolutions - KPMG national training corporate tax instructor (2013) - KPMG Sao Paulo, Brazil (3 month rotation): - Preparation of Brazil tax provision/packages - Practice development project manager and coordinator for rest of Latin America offices - U.S. corporate tax local office training instructor Show less - Federal and State & Local Tax Compliance - Tax returns/extensions/estimates preparation/review and filings for various companies from start-ups to Fortune 500 SEC companies, with consideration of various implications as a result of Tax Reform. - Coordination with foreign tax teams (both external & internal) on global tax compliance projects to manage tax compliance in various countries. Inform client of any foreign tax implications on income tax provision for financial reporting… Show more - Federal and State & Local Tax Compliance - Tax returns/extensions/estimates preparation/review and filings for various companies from start-ups to Fortune 500 SEC companies, with consideration of various implications as a result of Tax Reform. - Coordination with foreign tax teams (both external & internal) on global tax compliance projects to manage tax compliance in various countries. Inform client of any foreign tax implications on income tax provision for financial reporting purpose as it relates to the foreign taxes impact (as it relates to uncertain tax positions, foreign tax audits, changes in foreign tax laws, tax holidays, etc.). - FAS109/ASC740 - Audit, review and preparation of income tax provisions with tax implications relating to international tax, transfer pricing, M&A/purchase accounting, stock options/plans, and more recently as it relates to Tax Reform. - Completed multiple PCAOB and internal firm quality reviews/examinations of financial reporting audits documentations and procedures with no comments as it relates to the income tax provision. - SOX testing and documentations of internal controls relating to income tax provision process. Attended walkthrough meetings and reviewed tax related internal controls. - Led the implementation of latest firm technology to streamline and automate the income tax compliance process across all engagement teams within the Silicon Valley Office in addition to showcasing their capabilities to our clients/prospective clients. - Tax research via RIA Checkpoint, CCH IntelliConnect - Correspondence w/ IRS & state tax authorities relating to various tax compliance issues/ tax notice resolutions - KPMG national training corporate tax instructor (2013) - KPMG Sao Paulo, Brazil (3 month rotation): - Preparation of Brazil tax provision/packages - Practice development project manager and coordinator for rest of Latin America offices - U.S. corporate tax local office training instructor Show less



Cannon and Company LLP

• Tax Associate

  • Mar 2009 - May 2010

  - Prepared tax returns for various entities and high net worth individuals (C-Corps, S-Corps, Partnerships, Individuals, Trusts) - Prepared workpapers to reconcile book/tax differences, fixed assets schedules, state apportionment, and other supporting schedules and references to the return - Reviewed and corrected clients' books through making adjusting journal entries - Tax planning for high net worth individuals; Annualized profit and loss statements and compared… Show more - Prepared tax returns for various entities and high net worth individuals (C-Corps, S-Corps, Partnerships, Individuals, Trusts) - Prepared workpapers to reconcile book/tax differences, fixed assets schedules, state apportionment, and other supporting schedules and references to the return - Reviewed and corrected clients' books through making adjusting journal entries - Tax planning for high net worth individuals; Annualized profit and loss statements and compared different scenarios to minimize taxes Show less - Prepared tax returns for various entities and high net worth individuals (C-Corps, S-Corps, Partnerships, Individuals, Trusts) - Prepared workpapers to reconcile book/tax differences, fixed assets schedules, state apportionment, and other supporting schedules and references to the return - Reviewed and corrected clients' books through making adjusting journal entries - Tax planning for high net worth individuals; Annualized profit and loss statements and compared… Show more - Prepared tax returns for various entities and high net worth individuals (C-Corps, S-Corps, Partnerships, Individuals, Trusts) - Prepared workpapers to reconcile book/tax differences, fixed assets schedules, state apportionment, and other supporting schedules and references to the return - Reviewed and corrected clients' books through making adjusting journal entries - Tax planning for high net worth individuals; Annualized profit and loss statements and compared different scenarios to minimize taxes Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Tax Associate

  • Jul 2008 - Dec 2008

  - Prepared federal and multiple state tax returns for C-Corps, S-Corps, Partnerships, LLCs, Estates/Trusts, and Individuals - Prepared supporting work-papers via client financials: trial balances, income statements, balance sheets, tax provisions, consolidated and pro-forma financials, state apportionment allocations, fixed assets reconciliations, and detailed statements for book/tax differences line items - Other responsibilities included preparation of estimates/extensions… Show more - Prepared federal and multiple state tax returns for C-Corps, S-Corps, Partnerships, LLCs, Estates/Trusts, and Individuals - Prepared supporting work-papers via client financials: trial balances, income statements, balance sheets, tax provisions, consolidated and pro-forma financials, state apportionment allocations, fixed assets reconciliations, and detailed statements for book/tax differences line items - Other responsibilities included preparation of estimates/extensions, short period returns, review of tax provisions, correspondence with the California Franchise Tax Board

• Valuations Intern

  • Apr 2008 - Jun 2008

  - Projected cash flows for financial modeling; applications included company and intangible asset valuation for financial reporting (FAS 141, 142, 144, 123R, and IRC 409A) - Financial analysis via DCF, market multiples, CAPM model, Black-Scholes Pricing Model, financial ratios - Company and industry research via S&P Capital IQ, Annual reports, IBISWorld - Composed and compiled business valuation client deliverables and reports, complete with supporting documentation