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Click here or scroll down to respond to this candidateCandidate's Name
Headline: Accomplished Tax Planner with Over 40 Years of Experience in Analysis, Development, and Strategic Tax ManagementSUMMARY"Be yourself; everyone else is already taken." - Oscar Wilde.I am an accomplished tax planner with over 40 years of experience in analysis, development, and strategic tax management. My expertise spans a wide range of sectors, including hedge funds, IRC Sec.1031 exchanges, bond portfolios, real estate, and security transactions. Throughout my career, I have proven my ability to develop and implement tax-saving strategies, optimize asset management, and streamline operations for various corporations. I excel in liaising with senior management and industry professionals to build highly productive teams and strengthen talent pipelines. My areas of expertise include tax planning and review, acquisitions and dispositions, staff development, budget administration, policy and procedure development, forensic accounting, and portfolio management. I have a strong background in ASC 740, FIN 48, FAS 133, FAS 140, FAS 149, IRS SEC 482, transfer pricing, SOX 404, international taxation, and ASC 123R. My career highlights include directing tax consulting engagements at Deloitte & Touche, where I managed high-profile projects and led talent acquisition efforts. As an Independent Tax Consultant, I have spearheaded comprehensive tax and financial planning initiatives, managed intricate state and local tax obligations, and launched a highly effective employee benefit program. I hold a Bachelor of Science in Accounting and have completed Master of Taxation coursework at Virginia Commonwealth University. I am passionate about leveraging my extensive experience to drive strategic tax solutions and deliver superior results for my clients.Areas of Expertise:Tax Planning & ReviewAcquisitions & DispositionsStaff DevelopmentBudget AdministrationFinancial DevelopmentPolicy DevelopmentProcedure ManagementForensic AccountingPortfolio ManagementRelationship BuildingCommunication & NegotiationState and Local Taxes (SALT)Hedge FundsIRC Sec.1031 ExchangesBond PortfoliosReal Estate TransactionsProperty-Limited PartnershipsSecurity TransactionsTax Consequence AccountingStrategic Model DevelopmentAsset ManagementRisk MitigationChange ManagementCost-Effective BudgetingForecastingEXPERIENCEIndependent Tax Consultant, Henrico, VA (1982 Present)As an Independent Tax Consultant in Henrico, VA, since 1982, I have spearheaded comprehensive tax and financial planning initiatives, providing strategic insights and solutions to multiple corporations. My role involves meticulously analyzing financial data and tax regulations to develop effective strategies that optimize tax savings and enhance financial stability. I have had the privilege of working with a diverse clientele, including mid-sized firms and start-up retail and construction enterprises, where I tailored robust policies and procedures to meet their specific needs. This hands-on approach has allowed me to significantly impact their financial health and operational efficiency.Over the years, I have directed the optimization of operations and day-to-day functions across various businesses, establishing foundational financial frameworks that support long-term growth and stability. My ability to streamline processes and implement best practices has been instrumental in transforming the financial landscape of start-up companies, ensuring they are well-positioned to thrive in competitive markets. My extensive experience in handling state and local tax obligations with precision has further solidified my reputation as a trusted advisor capable of navigating complex tax landscapes with expertise.One of the key aspects of my role has been applying exceptional negotiation skills to drive successful outcomes in acquisition, disposition, and financial securing processes. Whether negotiating terms for mergers and acquisitions or securing favorable financing for clients, my strategic approach and attention to detail have consistently resulted in beneficial agreements that align with my clients' objectives. These skills have been particularly valuable in high-stakes situations where the financial implications are significant.In addition to my negotiation prowess, I have identified and capitalized on lucrative tax planning opportunities, specializing in diverse investments such as hedge funds, leveraged leases, real estate partnerships, taxable and tax-free bond funds, and various security instruments. My ability to analyze market trends and regulatory changes has enabled me to provide clients with innovative tax solutions that maximize their investment returns while minimizing liabilities. This forward-thinking approach has not only saved clients substantial amounts of money but also positioned their portfolios for future growth.A notable achievement in my career has been the innovation and launch of a highly effective employee benefit program. By overseeing HR operations and forging impactful financial partnerships with banks, mezzanine funds, and individual investors, I have helped companies attract and retain top talent while enhancing their financial stability. This program has been widely recognized for its effectiveness in strengthening financial relationships and providing employees with valuable benefits that contribute to their overall satisfaction and productivity.Director of Taxation, Deloitte & Touche, Richmond, VAAs the Director of Taxation at Deloitte & Touche in Richmond, VA, I was responsible for directing tax consulting engagements and overseeing the tax department, office, and service center operations. My role required a strategic vision and leadership to ensure that all tax-related processes and initiatives were aligned with the firm's objectives and client needs. By managing and coordinating various high-profile projects, I ensured that our clients received the highest level of service and expertise. These projects included LIFO feasibility studies for Owens Minor, comprehensive studies for S&K Famous Brands, E&P studies, and tax consulting for Fairchild Aviation.A significant part of my role involved managing high-profile projects that required in-depth analysis and precise execution. For instance, the LIFO feasibility studies and the comprehensive reviews conducted for major clients such as Owens Minor and S&K Famous Brands demanded meticulous attention to detail and a thorough understanding of complex tax regulations. My ability to lead these projects to successful completion showcased my expertise in handling intricate tax issues and delivering results that met our clients' strategic goals. This experience allowed me to develop a deep understanding of various industries and their specific tax challenges, which was crucial in providing tailored solutions.In addition to project management, I led talent acquisition efforts, focusing on recruiting personnel for both on-campus and in-office roles. This involved identifying and attracting top talent to ensure our team had the skills and expertise needed to deliver exceptional service. My role in recruitment was pivotal in building a strong and capable team that could handle the demands of our high-profile clients and complex projects. By fostering a culture of continuous learning and professional development, I ensured that our team members were equipped with the latest knowledge and skills in tax compliance and strategy.My specialization in state and local tax compliance and strategy was a cornerstone of my contributions at Deloitte & Touche. I conducted comprehensive reviews of consolidated federal and state income tax returns, as well as corporate income tax returns for Heilig Meyers and managed income taxes for multiple Fortune 500 companies. This involved ensuring that all filings were accurate, compliant with regulations, and optimized for tax efficiency. My expertise in this area helped our clients navigate the complexities of tax compliance, mitigate risks, and capitalize on opportunities for savings.As an author of requests for private letter rulings from the Internal Revenue Service, I provided clients with authoritative guidance on specific tax issues, helping them make informed decisions and avoid potential pitfalls. Additionally, as the Chairman of the Business Management Committee at the Associated General Contractors of Virginia, I played a key role in delivering seminar presentations to senior management and designing training programs for company owners. This position allowed me to share my knowledge and insights with industry leaders, helping them understand and address their tax-related challenges more effectively.Tax ManagerErnst & Young in Richmond, VAField AuditorInternal Revenue Service, Richmond & VAEDUCATIONMaster of Taxation Coursework Virginia Commonwealth University, Richmond, VABS, Accounting Virginia Commonwealth University, Richmond, VA |
