Experience

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  Formica Group North America

  • Evendale, Ohio

  • Director Of Taxation

    • Nov 2010 - Present
    • Evendale, Ohio

    Tax Director for Formica's North American Region, which includes US, Canada, Mexico, and Puerto Rico. Responsibilities include the following:• Filing of all relevant tax returns (Federal, State, Local, Property, etc.) for the Formica North America Region, which includes US, Canada, Mexico, and Puerto Rican operations. This includes working with outside advisors to ensure that tax returns are timely and accurately filed.• Work with the accounting department to ensure that tax transactions, reconciliations, and reporting are properly accounted for in the company’s financial statements.• Provide timely taxable income forecasts to Formica management as needed.• Work with global finance and tax groups and outside advisors to ensure that Formica related party transactions are within arms-length standards.• Monitor proposed tax legislation with a potential impact to Formica and overseas parent businesses.• Building relationships with Formica executive teams to ensure effective tax planning throughout the Formica organization.• Provided tax due diligence support where needed relating to Fletcher’s recent announcement to divest of its International businesses, including Formica. Also provided integrated support as needed under the Broadview ownership structure following the June 2019 acquisition by Broadview.

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  Cognis

  • Cincinnati, OH

  • Tax Director

    • Apr 2007 - Oct 2010
    • Cincinnati, OH

    • Manage tax function for Cognis Corporation, a wholly-owned subsidiary of a German multinational specialty chemical manufacturer.• Responsible for federal, state, and local income/franchise and property tax compliance.• Responsible for the annual and quarterly income tax provision calculations and quarterly tax account reconciliations.• Responsible for federal, state, and local income, franchise, and property tax audit defense. Also provide support as necessary on US sales and use tax audits.• Responsible for transfer pricing documentation for Cognis Corporation.• Provide support as necessary to Cognis Germany corporate tax group on tax planning initiatives, including support as necessary on M&A and divestiture transactions relating to the Cognis US business.

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  Clark, Schaefer, Hackett & Co.

  • Cincinnati, OH

  • Tax Manager

    • Jun 2005 - Apr 2007
    • Cincinnati, OH

    • Provided tax compliance, planning, and consulting support to firm’s client base. Tax services provided primarily to individual and small to mid-market business entities, including C corporations and pass-through entities.• Provided international tax support to firm’s client base. This included partnering with associates in the firm, as well as with affiliated accounting firms in the Accountant’s Global Network.

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  CompuCom

  • Erlanger, KY

  • Tax Manager

    • Nov 2004 - Jun 2005
    • Erlanger, KY

    • Managed tax function for CompuCom IT Solutions (CompuCom ITS) North America business, including US and Canadian operations.• Responsible for federal income tax compliance for CompuCom ITS portion of CompuCom Systems US federal income tax return.• Managed outsourcing of US Sales and Use and Property tax compliance and audit functions.• Responsible for the annual and quarterly consolidated income tax provision calculations and quarterly tax account reconciliations for the CompuCom ITS business.• Worked within CompuCom ITS business to achieve tax efficient planning.• Provided support as necessary to Compucom Systems and Platinum Equity US corporate tax groups on tax planning initiatives and tax audit defense.• Worked with GE and CompuCom tax organizations to ensure an efficient transition of ITS business to CompuCom.

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  GE IT Solutions, Inc.

  • Erlanger, KY

  • Tax Manager

    • Dec 2002 - Nov 2004
    • Erlanger, KY

    • Managed tax function for GE IT Solutions (GE ITS) North America business, including US, Canadian, and Mexican operations.• Responsible for federal income tax compliance for GE ITS portion of General Electric US federal income tax return.• Provided state and local income tax apportionment data to GE Capital Corporate tax department for meeting state and local income/franchise tax filing requirements.• Managed outsourcing of US Sales and Use and Property tax compliance and audit functions.• Responsible for the annual and quarterly consolidated income tax provision calculations and quarterly tax account reconciliations for the GE ITS business.• Worked within GE ITS business to achieve tax efficient planning.• Provided support as necessary to GE Corporate US and Canadian tax groups on tax planning initiatives and tax audit defense.• Led a team within GE ITS in partnering with GE Corporate US and Canadian tax groups to execute upon a GE corporate wide Canadian reorganization. The overall goals of this reorganization were to create a more cost effective organizational structure for GE businesses in Canada, including improved cash flow, reduction in the number of corporate filings, and the consolidation of taxes.• Played a key role in the sale of the GE ITS business to CompuCom Systems, Inc. Responsibilities included computations of tax basis for the operations to be sold, internal legal entity reorganization prior to closing, filing of required US and Canadian elections and disclosures, and other support as necessary throughout the due diligence process.• Worked with GE and CompuCom tax organizations to ensure an efficient transition of ITS business to CompuCom Systems, Inc.

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  NCR Corporation

  • Dayton, OH

  • Tax Manager

    • May 1994 - Dec 2002
    • Dayton, OH

    • Tax planner for NCR’s Corporate Treasury organization. Responsibilities included providing tax support to NCR’s Corporate Treasury department on cash repatriation and intercompany loan optimization initiatives. • Responsible for annual and quarterly effective tax rate calculations of NCR’s international organizations, including accounting for deferred income taxes under FAS 109.• Managed tax attribute project for NCR’s foreign subsidiaries in partnership with PricewaterhouseCoopers (PWC). The project included a comprehensive computation of historic Earnings and Profits (E&P) and Tax Basis in NCR’s foreign subsidiaries. • Tax planner for foreign operations in NCR's Americas Region, which included Canada and Latin America. Responsibilities included identifying issues and tax minimization opportunities in the region with significant tax impact to NCR and coordinating with the appropriate internal and external personnel in the region to ensure minimization of taxes to NCR and that necessary global processes were implemented throughout the region.• Supported positions taken by NCR Corporation on the international transactions affecting the consolidated US federal income tax returns of NCR Corporation and AT&T Corp. through federal tax audit defense. • Provided technical support to the International Tax Counsel groups of NCR and AT&T on international restructuring transactions in preparation for the spin-off of NCR from AT&T, including computations of Earnings and Profits (E&P) and investment tax basis for NCR’s foreign subsidiaries.• Involved in federal income tax return compliance and planning relating to the international transactions of NCR Corporation, including the preparation and review of Forms 5471 and 1118 of the US federal income tax return.

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  Chiquita

  • Cincinnati, OH

  • Tax Analyst

    • Apr 1988 - May 1994
    • Cincinnati, OH

    • Responsible for international and federal income tax return compliance for Chiquita Brands International, Inc. and subsidiaries.• Assisted with the annual and quarterly consolidated income tax provision calculations for financial reporting purposes. • Provided tax support for implementing a centralized fixed asset system for several Chiquita subsidiaries.• Assisted in the development of annual tax reporting packages to be completed by domestic and foreign subsidiaries.• Assisted in the implementation of Financial Accounting Standard No. 109 (accounting for deferred income taxes).