Experience

Rivera & Montes PLLC

• United States
• Accounting
• 1 - 100 Employee

• Partner

  • Nov 2017 - Present

  Josue is a partner at Rivera & Montes PLLC, a boutique accounting and business advisory firm focused on helping small and medium sized businesses achieve their financial goals. Bringing over 30 years of combined big four public accounting experience, we service our clients with the highest level of professionalism, honesty, and integrity in all that we do. Josue is a partner at Rivera & Montes PLLC, a boutique accounting and business advisory firm focused on helping small and medium sized businesses achieve their financial goals. Bringing over 30 years of combined big four public accounting experience, we service our clients with the highest level of professionalism, honesty, and integrity in all that we do.



PwC

• Tax Director

  • Jun 2013 - Oct 2017

  Tax Director – International Tax Services (ITS) Quantitative Solutions (QS) Group, New York, NY (Jun 2013 – Present) Lead teams of associates, senior associates, and managers in meeting the needs of growing Fortune 500 companies. Drive tax accuracy and efficiency for clients by collaborating with their tax departments in analyzing tax reform, tax elections, tax attributes, proposed regulatory guidance, and acquisitions / dispositions. Mentor and motivate team members, serving as… Show more Tax Director – International Tax Services (ITS) Quantitative Solutions (QS) Group, New York, NY (Jun 2013 – Present) Lead teams of associates, senior associates, and managers in meeting the needs of growing Fortune 500 companies. Drive tax accuracy and efficiency for clients by collaborating with their tax departments in analyzing tax reform, tax elections, tax attributes, proposed regulatory guidance, and acquisitions / dispositions. Mentor and motivate team members, serving as resource to solve complex international tax issues and move projects forward. • Facilitated international tax reporting of Fortune 500 companies, assisting in tax provision process and preparing international tax forms for foreign subsidiaries of US multinationals. • Led stock basis studies and tax basis balance sheet analysis to facilitate cash repatriation. • Executed modeling of tax impact for scenarios of cash repatriation into the US. Performed FTC modeling and apportionment of expenses. • Orchestrated E&P studies, including tax substantiation, to support foreign taxes for a major cash repatriation. • Provided suggestions and recommendations upon project completion to improve client processes and position them for future success.

• Tax Director

  • Jan 2010 - May 2013

  Director – ITS, New York, NY (Jan 2010 – May 2013) Spearheaded US GAAP foreign tax provision reporting of Fortune 200 pharmaceutical company’s worldwide operations composed of 130+ entities. Supervised project teams of up to four members. Coordinated among 50+ foreign jurisdictions and US corporate headquarters, resolving complex issues and inquiries, while ensuring reporting accuracy. • Reconciled out of period adjustments (discreet items). • Analyzed ETR impact of particular… Show more Director – ITS, New York, NY (Jan 2010 – May 2013) Spearheaded US GAAP foreign tax provision reporting of Fortune 200 pharmaceutical company’s worldwide operations composed of 130+ entities. Supervised project teams of up to four members. Coordinated among 50+ foreign jurisdictions and US corporate headquarters, resolving complex issues and inquiries, while ensuring reporting accuracy. • Reconciled out of period adjustments (discreet items). • Analyzed ETR impact of particular transactions as well as book to tax adjustments to determine treatment for US tax purposes (E&P adjustments). • Conducted overall foreign inclusions analysis as well as cash tax analysis for major foreign jurisdictions. • Performed FIN 48 Analysis and determined how to incorporate it into the provision process. • Documented processes for SOX compliance purposes.

• Tax Director

  • Oct 2007 - Dec 2009

  Tax Director – PwC ITS Latin America Tax Group, New York, NY (Oct 2007 – Dec 2009) Facilitated the delivery of sophisticated cross-border tax services to multinational clients with connections to the Latin American region. • Drove accurate, efficient financial statements reporting for US multinational companies with Latin American subsidiaries, including review of their US GAAP tax provision. • Helped a multinational company with foreign tax provision reporting of their Latin… Show more Tax Director – PwC ITS Latin America Tax Group, New York, NY (Oct 2007 – Dec 2009) Facilitated the delivery of sophisticated cross-border tax services to multinational clients with connections to the Latin American region. • Drove accurate, efficient financial statements reporting for US multinational companies with Latin American subsidiaries, including review of their US GAAP tax provision. • Helped a multinational company with foreign tax provision reporting of their Latin American subsidiaries; reviewed their pretax income, US GAAP adjustments, book to tax adjustments, and deferred taxes and analyzed their cash tax disbursements. • Assisted in the divesture of a business unit of a Fortune 500 company; focused primarily on their Latin American operations, but also assisted in some European and Asian countries.

• Tax Director

  • Jul 2006 - Sep 2007

  Tax Director, Hato Rey, Puerto Rico (Jul 2006 – Oct 2007) Led engagements of several multinationals as well as some of the largest companies in Puerto Rico across diverse industries, including financial services, pharmaceutical, manufacturing, distribution, construction, and telecommunications. Supervised multiple teams on engagements, including preparation / review of tax provisions as well as tax planning and compliance services. Held tax advisor role for multiple business… Show more Tax Director, Hato Rey, Puerto Rico (Jul 2006 – Oct 2007) Led engagements of several multinationals as well as some of the largest companies in Puerto Rico across diverse industries, including financial services, pharmaceutical, manufacturing, distribution, construction, and telecommunications. Supervised multiple teams on engagements, including preparation / review of tax provisions as well as tax planning and compliance services. Held tax advisor role for multiple business transactions, including mergers and acquisitions and divestitures, among others. • Represented numerous key clients at both the U.S. Internal Revenue Service and the Puerto Rico Treasury Department. • Directed tax engagements for one of Puerto Rico’s largest, family-owned media corporations, involving extensive work with client companies and family members. • Played key role on team focused on privatizing the government-held telephone company. • Headed the tax provision work on restatement of the financial statement of one of the largest financial institutions in Puerto Rico. • Presented tax seminars to clients, tax professionals, and PwC employees in Puerto Rico and the U.S. • Contributed tax articles for national newspapers on Puerto Rico taxation and participated in television interviews addressing tax questions during the tax busy season.

• Manager, Senior Associate, Associate and Intern

  • Feb 1998 - Jun 2006