Experience

Global Growth Holdings

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Tax Operations

  • Aug 2022 - Present

  Responsible for leading tax operations for GGHI and its domestic and foreign portfolio companies • Expanded tax practice from two to six tax professionals and realigned roles and responsibilities for tax personnel to optimize skillset and increase efficiency with workload • Led and coordinated tax compliance co-sourcing arrangement with third party service provider • Led foreign compliance process including the preparation of Forms 5471s and assisted with GILTI calculations • Reviewed Federal and state income tax returns for C-Corps, S-Corps and partnerships for GGHI and portfolio companies • Assisted with the transfer pricing documentation and CbC reporting • Prepared tax analysis for the acquisition and dispositions of portfolio companies, developed a standardized process and templates for tax analysis of transactions • Collaborated with finance department to streamline and automate data collection and data transformation for tax processes and complex tax calculations • Developed tax technology roadmap • Documented tax processes and developed internal controls for major tax processes to minimize inherent risk • Developed content and document management solution using SharePoint to gain to efficiently workpaper and document management Show less



California State University, Fullerton

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor of Tax Transformation and Technology

  • Jan 2020 - Present

  Master of Science in Taxation - Tax Transformation and Technology: Developed and taught curriculum for a “first of its kind” Tax Transformation and Technology course that applied tax law to tax processes and technology for Fullerton’s MS in Taxation program. Students gain "hands-on" experience with data cleansing technologies, robotic process automation, Data visualization applications, tax platforms, and various microsoft applications Master of Science in Taxation - Tax Transformation and Technology: Developed and taught curriculum for a “first of its kind” Tax Transformation and Technology course that applied tax law to tax processes and technology for Fullerton’s MS in Taxation program. Students gain "hands-on" experience with data cleansing technologies, robotic process automation, Data visualization applications, tax platforms, and various microsoft applications


CBIZ MHM, LLC
• United States
• Accounting
• 300 - 400 Employee
• Tax Managing Director

  • Mar 2022 - Aug 2022

Armanino LLP
• United States
• Accounting
• 700 & Above Employee
• Managing Director

  • Mar 2021 - Mar 2022

EY
• Entertainment Providers
• 1 - 100 Employee
• Tax Managing Director: West Region Tax Account Leader and Tax Technology and Transformation Leader

  • Dec 2015 - Jul 2020


KPMG

• Brazil
• Construction

• Tax Managing Director- Tax Account Leader and Tax Process and Outsourcing Area Practice Leader

  • Aug 2011 - Nov 2015

  Pacific Southwest Area Tax transformation and Compliance Management Services leader: Responsible for developing and growing and KPMG's Tax Transformation and Compliance Management Services Pacific Southwest practice. Developed strategic and tactical market strategy as well as service delivery model for bringing cutting edge and cost effective tax operation solutions to tax functions for mid-market and Fortune 500 companies. Developed Tax Transformation team across for the Pacific South West Practice. Co-developed ASC 740 content for National co-sourcing practice. Orange County Office Go-to-Market Tax Leader: Developed and led go to market strategy for Southern California market. Developed an integrated and multi-disciplinary approach to providing tax services. Tax Account Leader: Served as Tax Account Leader for Russell 3000 and Fortune 500 companies Show less


Jefferson Wells
• Norway
• Business Consulting and Services
• 100 - 200 Employee
• Regional Director of Southwest Tax Practice

  • Jul 2009 - Jul 2011