Experience

Enstructure LLC

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Vice President of Tax

  • Nov 2022 - Present



The J.G. Wentworth Company

• Radnor

• Vice President of Tax

  • Jun 2013 - Nov 2022

   Provide the executive committee with direct tax research and support involved with the due diligence required for mergers and acquisitions, complex tax transactions, intercompany accounting and transfer pricing, the creation and dissolution of entities, emerging industry tax changes and guidance, as well as updates regarding the tax projections, budgets, compliance and provision processes for all product lines of the company including but not limited to corporations, partnerships, mortgage… Show more  Provide the executive committee with direct tax research and support involved with the due diligence required for mergers and acquisitions, complex tax transactions, intercompany accounting and transfer pricing, the creation and dissolution of entities, emerging industry tax changes and guidance, as well as updates regarding the tax projections, budgets, compliance and provision processes for all product lines of the company including but not limited to corporations, partnerships, mortgage originations and servicing, annuities, structured settlements, lottery originations, pre-settlements, life settlement contracts, prepaid transactions, personal lending, wholesale and asset-backed securitizations.  Assisted in the S1 filings with the SEC and completing an “UP-C” transaction in order to transition from a historical partnership structure to the new publicly-traded company.  Created and implemented SOX controls for the multiple entities surrounding the complex tax procedures and processes.  Assisted with and managed the due diligence and purchase accounting for the acquisition of a mortgage company and restructuring the entity for beneficial tax planning purposes.  Managed the debt restructuring along with complex tax due diligence surrounding the effects to the company’s structure, cash positions, net operating losses, stock and equity, and tax receivable agreement.  Manage the federal, state, local, and foreign tax compliance process ensuring that all information is reported correctly and timely filed.  Prepare and review annual and quarterly ASC 740 calculations, FIN 48 analysis, FAS 123R documentation. Show less  Provide the executive committee with direct tax research and support involved with the due diligence required for mergers and acquisitions, complex tax transactions, intercompany accounting and transfer pricing, the creation and dissolution of entities, emerging industry tax changes and guidance, as well as updates regarding the tax projections, budgets, compliance and provision processes for all product lines of the company including but not limited to corporations, partnerships, mortgage… Show more  Provide the executive committee with direct tax research and support involved with the due diligence required for mergers and acquisitions, complex tax transactions, intercompany accounting and transfer pricing, the creation and dissolution of entities, emerging industry tax changes and guidance, as well as updates regarding the tax projections, budgets, compliance and provision processes for all product lines of the company including but not limited to corporations, partnerships, mortgage originations and servicing, annuities, structured settlements, lottery originations, pre-settlements, life settlement contracts, prepaid transactions, personal lending, wholesale and asset-backed securitizations.  Assisted in the S1 filings with the SEC and completing an “UP-C” transaction in order to transition from a historical partnership structure to the new publicly-traded company.  Created and implemented SOX controls for the multiple entities surrounding the complex tax procedures and processes.  Assisted with and managed the due diligence and purchase accounting for the acquisition of a mortgage company and restructuring the entity for beneficial tax planning purposes.  Managed the debt restructuring along with complex tax due diligence surrounding the effects to the company’s structure, cash positions, net operating losses, stock and equity, and tax receivable agreement.  Manage the federal, state, local, and foreign tax compliance process ensuring that all information is reported correctly and timely filed.  Prepare and review annual and quarterly ASC 740 calculations, FIN 48 analysis, FAS 123R documentation. Show less



Independence Capital Partners

• Investment Management
• 1 - 100 Employee

• Senior Tax Manager

  • Oct 2009 - Jun 2013

   Directly responsible for implementing and managing a newly formed tax department for the purpose of providing advisory and compliance resources for various partnerships and corporations for the following private equity and real estate funds that ICP supports: Lubert-Adler Real Estate Funds, LLR Equity Partners, LEM Real Estate Mezzanine Funds, LBC Credit Partners, Quaker BioVenture Partners, Patriot Financial Partners, and Rubenstein Properties Fund and Real Estate Investment Trust… Show more  Directly responsible for implementing and managing a newly formed tax department for the purpose of providing advisory and compliance resources for various partnerships and corporations for the following private equity and real estate funds that ICP supports: Lubert-Adler Real Estate Funds, LLR Equity Partners, LEM Real Estate Mezzanine Funds, LBC Credit Partners, Quaker BioVenture Partners, Patriot Financial Partners, and Rubenstein Properties Fund and Real Estate Investment Trust (REIT).  Provided the CFO and CEO with direct tax research and support  Managed tax staff and fund accountants in daily tasks to provide effective results on each project for the various funds. Completed annual performance review for staff and analyzed potential merit increase and annual bonus.  Review of externally prepared partnership K-1s for over 3,000 investors and over 2,500 tax returns (federal, state, and international partnerships, corporations, S-Corporations and LLC filings) ensuring that all information is reported correctly and tax returns, estimates, and extensions are accurate and timely filed.  Review of internally prepared partnership, corporation, and S-corporation tax returns for the various management companies, general partner LLCs, and some underlying partnerships, and corporations. Review of REIT calculations and adjustments. Review of tax basis calculations for both balance sheet and schedule K-1 concepts. Review of international, domestic, and state tax provisions for underlying portfolio companies. Managed the federal foreign reporting compliance each year.  Managed the federal and state audits for the numerous entities throughout the structure and reported results and/or no-change letters to each fund’s executives.  Lead expert of the Keystone Opportunity Improvement Zone (KOIZ) credit calculations Show less  Directly responsible for implementing and managing a newly formed tax department for the purpose of providing advisory and compliance resources for various partnerships and corporations for the following private equity and real estate funds that ICP supports: Lubert-Adler Real Estate Funds, LLR Equity Partners, LEM Real Estate Mezzanine Funds, LBC Credit Partners, Quaker BioVenture Partners, Patriot Financial Partners, and Rubenstein Properties Fund and Real Estate Investment Trust… Show more  Directly responsible for implementing and managing a newly formed tax department for the purpose of providing advisory and compliance resources for various partnerships and corporations for the following private equity and real estate funds that ICP supports: Lubert-Adler Real Estate Funds, LLR Equity Partners, LEM Real Estate Mezzanine Funds, LBC Credit Partners, Quaker BioVenture Partners, Patriot Financial Partners, and Rubenstein Properties Fund and Real Estate Investment Trust (REIT).  Provided the CFO and CEO with direct tax research and support  Managed tax staff and fund accountants in daily tasks to provide effective results on each project for the various funds. Completed annual performance review for staff and analyzed potential merit increase and annual bonus.  Review of externally prepared partnership K-1s for over 3,000 investors and over 2,500 tax returns (federal, state, and international partnerships, corporations, S-Corporations and LLC filings) ensuring that all information is reported correctly and tax returns, estimates, and extensions are accurate and timely filed.  Review of internally prepared partnership, corporation, and S-corporation tax returns for the various management companies, general partner LLCs, and some underlying partnerships, and corporations. Review of REIT calculations and adjustments. Review of tax basis calculations for both balance sheet and schedule K-1 concepts. Review of international, domestic, and state tax provisions for underlying portfolio companies. Managed the federal foreign reporting compliance each year.  Managed the federal and state audits for the numerous entities throughout the structure and reported results and/or no-change letters to each fund’s executives.  Lead expert of the Keystone Opportunity Improvement Zone (KOIZ) credit calculations Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Tax Manager

  • Jul 2002 - Sep 2009

   Responsible for managing over 25 clients in the healthcare and pharmaceutical industries, manufacturing, transportation, energy distribution, financial services, and technology focused companies which include early, middle and late stage growth companies backed with private equity and venture capital, middle market, public and closely held businesses.  Advised and assisted clients with their day to day federal income tax matters, including general corporate and partnership tax planning… Show more  Responsible for managing over 25 clients in the healthcare and pharmaceutical industries, manufacturing, transportation, energy distribution, financial services, and technology focused companies which include early, middle and late stage growth companies backed with private equity and venture capital, middle market, public and closely held businesses.  Advised and assisted clients with their day to day federal income tax matters, including general corporate and partnership tax planning, provision reviews, along with compliance filings. Successfully maintained client relationships by handling matters timely.  Developed staff through effectively delegating tasks, providing performance feedback and training, and conducting performance reviews to senior and staff accountants.  Prepared and reviewed consolidated and single entity multi-jurisdictional and international income tax compliance for corporations, S corporations, partnerships, and LLC’s.  Prepared and reviewed annual and quarterly ASC 740 calculations for large corporations.  Managed communication with IRS and various state revenue departments regarding tax notices and federal and state audits on behalf of my clients. Show less  Responsible for managing over 25 clients in the healthcare and pharmaceutical industries, manufacturing, transportation, energy distribution, financial services, and technology focused companies which include early, middle and late stage growth companies backed with private equity and venture capital, middle market, public and closely held businesses.  Advised and assisted clients with their day to day federal income tax matters, including general corporate and partnership tax planning… Show more  Responsible for managing over 25 clients in the healthcare and pharmaceutical industries, manufacturing, transportation, energy distribution, financial services, and technology focused companies which include early, middle and late stage growth companies backed with private equity and venture capital, middle market, public and closely held businesses.  Advised and assisted clients with their day to day federal income tax matters, including general corporate and partnership tax planning, provision reviews, along with compliance filings. Successfully maintained client relationships by handling matters timely.  Developed staff through effectively delegating tasks, providing performance feedback and training, and conducting performance reviews to senior and staff accountants.  Prepared and reviewed consolidated and single entity multi-jurisdictional and international income tax compliance for corporations, S corporations, partnerships, and LLC’s.  Prepared and reviewed annual and quarterly ASC 740 calculations for large corporations.  Managed communication with IRS and various state revenue departments regarding tax notices and federal and state audits on behalf of my clients. Show less