Senior Tax Manager

• Aug 2021 - Present

• Responsible for all domestic tax matters, including federal/state provision, compliance, controversy, and planning. • Managed the domestic team through a change from partnership to corporate group (15 entities) for its first Sept ’21 year end, each “hard close” quarter end ASC 740 income tax provision in the new structure, and its first full year Sept ’22 year end, culminating in provision reviews with the VP of Tax. • Drove improvements in processes, including provision, cash tax reporting, tax calendar, account reconciliations, notices, team priorities/projects, and Microsoft Teams collaboration, independently and without instruction from tax director; increased the level of team collaboration and documentation. Show less

Senior Tax Manager, Tax Planning- Americas

• Nov 2018 - Mar 2021

• Designed, vetted and executed tax planning projects and legal entity rationalization efforts for the Americas region (emphasis on Mexico), managing multiple projects simultaneously; coordinated with impacted departments, transfer pricing, tax and legal advisors; and maintained project budgets. • Oversaw the ASC 740 income tax provision processes for Mexico (20 entities) and Brazil (3 entities) (use of OneSource Tax Provision). • Managed the Form W-8BEN-E process, US Withholding tax compliance (Form 1042) for 3 years before transition to the compliance team; continued to provide related US income tax treaty support.• Led tax aspects of cross functional project with US, Mexico, and United Kingdom income tax considerations that included business transfers in both Mexico and US, new US entity formation, US employee changes, and US/MX transfer pricing changes (US Principal/maquiladora/toll structure). • Facilitated development of tax department culture by designing team outings, team trainings, and making suggestions to make team meetings more meaningful to all levels. Show less

Tax Manager, Tax Planning- Americas

• Oct 2016 - Nov 2018

Tax Manager- Corp. International Taxes

• Jun 2016 - Oct 2016

• Reviewed primarily US International Tax filings as part of a team for the US consolidated income tax return for the company, as prepared by a team of 3-4 US based analysts and 5-6 analysts based in China. • Managed the intercompany sales, services, and rent reconciliations/ investigation for F. 5471 Sch M reporting.• Managed the US Virgin Islands local and US tax compliance, including creation of lengthy tax technical memo documenting resolution of issues due to dividend distributions. Show less

Lead Tax Analyst- Corp International Taxes

• Oct 2014 - Jun 2016

Senior International Tax Analyst

• Jan 2014 - Oct 2014

Tax Manager

• Jan 2012 - Jan 2014

• Reviewed and signed federal/state tax returns and supporting workpapers for partnerships and Corporations (both C and S) prepared by senior analysts and analysts; performed tax research; drafted and reviewed memoranda, tax protests, and responses, to clients, the IRS, and states' Dept. of Revenue. • Analyzed tax provisions, drafted and reviewed tax footnotes in support of financial statement audits. • Led tax engagement management, including budget preparation, invoicing, and receivables collection • Identified tax planning ideas for clients, such as accounting method changes, state tax filing footprint rationalization, and for those with foreign operations, IC-DISC structures and check the box elections. Show less

Tax Manager

• Aug 2010 - Dec 2011

• Prepared, reviewed and signed federal/state tax returns and workpapers; performed tax research; drafted and reviewed memoranda, tax protests, and responses, to clients, the IRS, and states' Dept. of Revenue. • Analyzed tax provisions, drafted and reviewed tax footnotes in support of financial statement audits. • Led tax engagement management, including budget preparation, invoicing, and receivables collection

Senior Tax Consultant

• Aug 2008 - Aug 2010

Tax Consultant

• Aug 2005 - Aug 2008

Individual Income Tax Intern

• Jan 2004 - Apr 2004