Experience

The Walton Firm

• United States
• Law Practice
• 1 - 100 Employee

• Tax Partner

  • Sep 2020 - Present

  Providing timely, high quality tax advice and consultation that meets or exceeds client expectations. Supervise, mentor and develop staff members. Maintain update tax records for internal audits in preparation for IRS and Department of Revenue audits. Represent corporations and individuals in a tax-based lawsuits and received favorable rulings. Confirm all tax stats included in corporations’ annual reports. Prepare letters to the IRS and Department of Revenue and review and respond to correspondence. Identify ways to reduce the tax burden for corporations ‘and individuals’ issues. Mergers and Acquisitions (M&A) tax support. Provide legal tax advice to corporations and individuals. Manage tax assignments and related projects. Corporate restructuring Maintaining and developing existing clients, as well as, identifying new business opportunities which will contribute to the development of the practice. Expected to recognize opportunities for providing additional services to clients, and market technical specialty or expertise to clients. Manage tax assignments and related projects. Plan and coordinate the flow of information with the client. Advised clients regarding entity structuring, valuations, mergers and acquisitions, estate and succession planning, tax strategies, income, payroll, international and SALT tax issues. Invest in professional development through active participation in training sessions and networking events both internally and externally. Assist in managing, developing and coaching professional tax staff. Assist in the coordination of staffing and the development of policies and procedures. Provide training, professional development, career mentorship and performance feedback for staff. Team with partners and senior managers on proposals and business development call.


REATAG
• United Kingdom
• Advertising Services
• 1 - 100 Employee
• Tax Attorney

  • Aug 2021 - Present


Deming, Parker, Hoffman, Campbell & Daly L.L.C.

• United States
• Law Practice
• 1 - 100 Employee

• Senior Attorney

  • Oct 2018 - Sep 2020

• Senior Attorney

  • Oct 2018 - Sep 2020

  Represent clients’ tax position at various levels of their IRS controversy from examination through appeals into United States Tax Court and federal district court. Involvement and management of IRS audits, i.e. responding to Information Document Request, Notices of Proposed Adjustments, and other exam related matters. Represent clients against federal and state investigations and summons. Review various tax returns (Corporations, Non-Profit, Estate, Excise, Employments, Sales and Use, etc.) and prepare tax analysis reports and whitepapers to clients and tax professionals. Provide strategic tax planning services to high net worth individuals, corporations and partnerships and other pass-thru entities. Act as the liaison between the companies and the internal teams to effectively implement tax strategies regarding mergers and acquisitions. Provide services such as asset protection, retirement planning, entity structuring, employee retention, IC-DISC, succession planning, estate planning, cost segregation, healthcare planning, compliance of state and federal tax returns, payroll, sales, and education planning. Draft, review, edit, and present reports, recommendations, correspondences and other documents in anticipation of mergers and acquisitions, and strategy tax planning. Advise and draft tax languages in agreements, memos and opinions on tax analysis, entity structuring, valuations, mergers and acquisitions, succession planning, strategies, income, payroll, international, and SALT.Research and draft legal brief, agreements, correspondences regarding domestic, state, and local, and international tax issues. Research, draft, and review legal briefs and whitepapers on state and local tax issue for example, sales and use, (ecommerce), property taxes, M&A deals, and payroll issues.



Coleman & Walton, LLP

• Tax Attorney

  • Mar 2014 - Sep 2018

  Represent clients’ tax position at various levels of their IRS controversy from examination through appeals into United States Tax Court and federal district court. Involvement and management of IRS audits, i.e. responding to Information Document Request, Notices of Proposed Adjustments, and other exam related matters. Represent clients against federal and state investigations and summons. Review various tax returns (Corporations, Non-Profit, Estate, Excise, Employments, Sales and Use, etc.) and prepare tax analysis reports and whitepapers to clients and tax professionals. Provide strategic tax planning services to high net worth individuals, corporations and partnerships and other pass-thru entities. Act as the liaison between the companies and the internal teams to effectively implement tax strategies regarding mergers and acquisitions. Provide services such as asset protection, retirement planning, entity structuring, employee retention, IC-DISC, succession planning, estate planning, cost segregation, healthcare planning, compliance of state and federal tax returns, payroll, sales, and education planning. Draft, review, edit, and present reports, recommendations, correspondences and other documents in anticipation of mergers and acquisitions, and strategy tax planning. Advise and draft tax languages in agreements, memos and opinions on tax analysis, entity structuring, valuations, mergers and acquisitions, succession planning, strategies, income, payroll, international, and SALT. Research and draft legal brief, agreements, correspondences regarding domestic, state, and local, and international tax issues. Research, draft, and review legal briefs and whitepapers on state and local tax issue for example, sales and use, (ecommerce), property taxes, M&A deals, and payroll issues.



H&R Block

• Information Technology & Services
• 1 - 100 Employee

• Tax Researcher

  • Jan 2016 - Dec 2017

  Served as tax researcher for the H&R Block Federal Business & Investment, and State and Local Team • Research inquires in the more complicated areas of federal tax laws for H&R Block’s tax research institute. Research tax questions pertaining to deductions, credits, gains and losses, mergers & acquisitions, investments, payroll, and many other tax transactions. Draft articles and memos to be reviewed by H&R Block’s tax professionals. Research and evaluate pass-thru entities, corporations, and partnership tax questions and make recommendation to provide the correct tax treatment to taxpayers. Demonstrate the ability to understand and explain different tax elements of partnership, corporations, LLC, and non-profit entities. Research inquires in the more complicated areas of state and local (sales and use) tax laws for H&R Block’s tax institute. Edit state publication, instructions, and forms for H&R Block institute for corporations, partnerships, pass-thru entities, and trust. Evaluate, interpret, analyze, and correct state and local forms, instructions, and publication to effectively interpret the laws and provide guidance to the development team. Demonstrate the ability to understand and explain different tax elements of partnership, corporations, LLC, and non-profit entities. Evaluate pass-thru entities, corporate, and partnership tax questions and made recommendation to provide the correct tax treatment to clients for multi-state regulations. Draft memos, articles, recommendations, and correspondences to tax developers on various state and local tax procedures.



Strategic Tax Advisors

• United States
• Accounting

• Senior Tax Consultant

  • Aug 2013 - Aug 2014

  Provided strategic tax planning services to high net worth individuals, corporations, partnerships, and pass-thru entities. Acted as the liaison between the companies and the internal teams. Led and managed a team of CPAs and tax attorneys to provide efficient strategic tax planning. Provided services such as asset protection, retirement planning, entity structuring, employee retention, IC-DISC, problem solving, mergers and acquisitions, tax-free transactions. succession planning, estate planning, cost segregation, healthcare planning, compliance of state and federal tax returns, payroll, sales and use tax. Drafted, reviewed, and edited reports, recommendations, correspondences and other documents in anticipation of strategic tax plans. Advised on tax languages in agreements, memos and opinions on tax analysis, entity structuring, valuations, mergers and acquisitions, succession planning, strategies, income, payroll, international, and SALT. Met with clients on a day to day basis to provide sales support. Provided the final presentation before the client decide to purchase the product. Exceed sales quotas.



Deming, Parker, Hoffman, Campbell, &Daly, LLC

• Attorney

  • Jan 2012 - Aug 2013

  Represented clients’ tax position before federal and state taxing authorities. Represented clients on removal of tax liens, levies, and wage garnishments. Represent clients’ tax position at various levels of their IRS controversy from examination through appeals into United States Tax Court. Involvement and management of IRS audits, i.e. responding to Information Document Request, Notices of Proposed Adjustments, and other exam related matters. Represented clients against IRS and state investigations and summons. Reviewed and analyzed various tax returns (Corporations, Non-Profit, Estate, Excise, Employments, Sales and Use, and etc.) to answer questions for clients. Assisted with tax research, drafting of tax language in agreements, briefs, memos and opinions. Provided tax research and analysis on employee benefits (ERISA) such as welfare benefits plans, retirement plans, and executive compensation plans. Advised clients on severance agreements, nonqualified deferred compensation plans, stock options and stock equity compensation. Drafted, reviewed, edited, and analyzed complex legal documents such as contracts, business memoranda, correspondences, organizational policies, procedural documentations, consulting agreements, joint ventures agreements, partnership agreements, employment contracts, software licensing agreements, real estate leases, purchasing agreements, RFP responses, vendor agreements, and non-disclosure agreements. Attended appeals and hearings regarding tax assessments. Provided strategic tax planning services to small and medium sized businesses (LLCs, partnerships, corporations, S-Corporations, and consolidated companies).



SITTI

• Italy
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Corporate and Tax Attorney

  • Nov 2008 - Jan 2012

  Drafted, reviewed, edited, and analyzed complex legal documents such as contracts, business memoranda, correspondences, organizational policies, procedural documentations, consulting agreements, joint ventures agreements, partnership agreements, employment contracts, software licensing agreements, real estate leases, purchasing agreements, RFP responses, vendor agreements, and non-disclosure agreements. Collaborated with senior management, marketing, and sales teams to discuss business goals and effectively make strategic recommendations to achieve business objectives. Collaborated with senior management on mergers & acquisitions and joint ventures domestically and internationally. Served as liaison to resolve disputes that arise after contract executions. Collaborated with outside counsel to meet the expectations and achieve the company’s goals and objectives. Maintained corporate records. Managed a team of two employees in the legal department. Attended appeals and hearings regarding property valuations, tax assessments. Researched, analyzed and provided legal advice regarding regulatory matters. Tax analysis of property, evaluations of property, and property sales and acquisitions. Provided legal support to any compliance investigations or audits. Advised sales and marketing employees on legal and regulatory issues related to vendors, sales, and marketing. Ensured that company adhered to federal, international, multi-state(sale and use) ordinances and regulations.



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Summer Law Clerk

  • May 2011 - Aug 2011

  Full-time internship with the Internal Revenue Service Office of Chief Counsel. My duties consisted of conducting legal research and drafting memoranda on cases involving welfare benefit plans, TEFRA administrative proceedings, interest fee adjustments, business deductions, tax exempted organizations, excise taxes, and tax violations. Drafting and editing a motion for partial summary judgment against business deductions regarding ERISA benefits. Drafting informal discovery letters requesting tax documentation. Reviewing and analyzing federal tax return and reporting of individuals, corporations, partnerships, estate, and non-profit organizations. Complied information regarding tax reporting.



Tax Care Clinic

• United States
• Individual and Family Services

• Attorney, Pro Bono

  • Nov 2010 - May 2011

  Part-time pro bono attorney for a clinic which help low income taxpayers settle issues with the Internal Revenue Service. My duties consisted of preparing, filing, reviewing and amending state and federal tax returns for individuals and small businesses. Representing client’s tax position at various levels of their IRS controversy from examination through appeals and into mediation and arbitration, and tax court. Reviewing penalty abatement request letters and assist in the execution of penalty abatement services in state and federal penalty cases.



CA Technologies

• United States
• Software Development
• 700 & Above Employee

• Team Lead, Commissions Department

  • Aug 2004 - Aug 2005

  Served as team lead of the commissions department for a leading software company with nationwide operations in the U.S. and international. Reported to the VP of Operations. Duties include: Designing new sales commission structure and procedure for sales team. Reviewed sales and technology contracts. Consulted with sales team and middle and upper level management regarding commission and finance issue. Researched accuracy of sales commission and sales team products. Managed a team of four (4) commission representatives. Consulted with the auditing department to ensure that the company was in compliance with Sarbanes-Oxley Act. Consulted with the contracts administration department to review employees and customers’ contracts. Analyzed data to ensure accurate commission calculations. Accomplishments: Helped to build a sales compliance manual to ensure compliance with the Sarbanes Oxley and federal laws. Developed a training manual for the commission department to ensure effective training tools. Awarded commission representative of the year.