Experience

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  Self-employed

  • Various

  • Self-employed Contractor

    • Jul 2013 - Present
    • Various

    Projects to date include:• Reviewed ASC 740 calculations for foreign entities and answered IRS IDR’s for a $4 billion service company. • Performed manager review of domestic MLP returns and supervised 2 Staff Accountants and an Assistant Manager for a $4 billion pipeline and transportation partnership. • Served as Acting Tax Director for the filing season for a $3+ billion E&P company in Midland Texas.

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  PSC

  • Houston, Texas

  • Director, Tax

    • Mar 2011 - Jul 2013
    • Houston, Texas

    • Directed all aspects of the tax function for this $600+ million environmental company.• Completed the installation of Vertex software to increase sales and use tax compliance; established and improved practices and procedures related to ASC 740 and the compliance areas to increase accuracy of finished project and supportability upon audit.• Completed IRS audit of year ending 12/31/2010 with only a $25K increase in tax liability.• Developed a business case for additions to staff and changed the organizational structure to improve our response times on various special projects.• Reduced tax liability by approximately $1million in the past year through good tax planning.• Supervised 8 professionals and 1 non-professional providing leadership and support as necessary.• Reported to the Chief Financial Officer and kept him informed of all relevant tax issues to avoid surprises.

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  The Internal Revenue Service

  • Houston, Texas

  • International Examiner-LMSB

    • Jun 2010 - Mar 2011
    • Houston, Texas

    • Responsible for planning and performing the international portion of audits of very large multinational entities.• Report to International Team Manager

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  Halliburton Company

  • Self-Employed Contractor

    • May 2009 - Jun 2010

    • Conducted oil & gas basis study for purposes of ASC 740 resulting in the identification of all oil & gas assets and the calculation of their proper basis. Unrecorded assets were also discovered. • Performed E&P studies for Halliburton CFC’s and 10/50 companies to support IRS audit.• Prepared Forms 5471, 8865 and 8858.• Handled various oil & gas audit issues, gathered information, performed research and wrote position papers used to support filing positions upon audit.• Handled tax aspects of oil & gas divestments and acquisitions.• Interfaced and worked with accounting regarding improvements to the BOLO Accounting System used to account for all of Halliburton’s oil & gas operations. Halliburton’s regular system is SAP. • Supervised up to 2 employees, reported to Director Tax Administration.

  • Director, Taxes -Red Technology Alliance LLC

    • Apr 2006 - May 2009

    • Set-up the tax department and established all procedures for this domestic start-up exploration & production company in which Halliburton was the managing member. Responsibilities included planning, reporting, compliance and investor relations that pertained to tax issues.• Performed deal analysis for RTA. Responsible for selecting the correct tax structure to maximize the tax benefits for all parties involved. Provided tax support for the Business Development Managers to accomplish objectives.• Assisted with the acquisition of G/L software and was responsible for the installation and testing of the tax portion of the system including depreciation and depletion.• Reported to Chief Financial Officer and kept him informed of all relevant tax issues.

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  Zimmer, Inc

  • Warsaw, Indiana

  • Manager, International Tax

    • Sep 2004 - Apr 2006
    • Warsaw, Indiana

    • Handled foreign tax issues for complex international medical equipment manufacturer with operations in 25 plus countries and revenue in excess of $4 billion. • Directed the U.S. compliance for all Zimmer foreign entities. Filings include Forms 8865, 8858, 5471 and 1118. Established compliance procedures and workpaper documentation to improve the quality of support available upon audit.• Managed the preparation of the foreign tax provision (ASC 740) and calculated U.S. income inclusions for the foreign entities (Sub F, APB 23 etc.).• Supervised 1 professional. Reported to International Tax Director and kept him informed of all relevant tax issues.

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  Halliburton Company

  • Various

  • Various Manager Positions

    • Jun 1996 - Sep 2004
    • Various

    Manager, Tax Administration – Houston, Texas – 2002 to 2004Tax Manager, Special Projects - Dallas, Texas - 2000 to 2002Tax Manager - Houston, Texas - 1997 to 1999Manager, Income Taxes - Dallas, Texas - 1996 to 1997

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  ICL Inc.

  • Dallas, Texas

  • Director, Corporate Tax

    • Jun 1994 - May 1996
    • Dallas, Texas

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  Halliburton Company

  • Dallas, Texas

  • Self-employed Contractor

    • Feb 1993 - Jun 1994
    • Dallas, Texas

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  Oryx Energy Company

  • Dallas, Texas

  • General Tax Manager

    • Dec 1984 - Jan 1992
    • Dallas, Texas

    (Formerly Sun Exploration and Production Company) General Tax Manager – 1989 to 1992Manager, Income Taxes – 1984 to 1989.• Testified before the Finance Subcommittee of the U. S. Senate regarding the Tax Simplification Act of 1991’s effect on Master Limited Partnership reporting.

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  Mitchell Energy & Development Corp.

  • The Woodlands, Texas

  • Energy Tax Manager

    • Jan 1982 - Nov 1984
    • The Woodlands, Texas

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  KPMG

  • Houston, Texas

  • Supervising Senior

    • Sep 1980 - Dec 1981
    • Houston, Texas

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  Arthur Andersen & Co

  • Houston, Texas

  • Tax Senior

    • Sep 1976 - Sep 1980
    • Houston, Texas