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Managing Director Resume

Milwaukee, WI

PROFESSIONAL EXPERIENCE

Managing Director

Confidential, Milwaukee, WI

Responsibilities:

  • Provided federal, state and local tax consulting and compliance services to businesses in manufacturing, financial, retail, insurance and other specialized industries. Specialize in federal and state income tax planning, compliance, financial statement reporting (ASC 740 & FIN 48) and in assisting clients in the identification, evaluation, negotiation and implementation of federal, state and local credits and incentives. Also provided federal and state audit defense, due diligence, merger & acquisition and other tax consulting services to clients.
  • Conducted ASC 740 & FIN 48 reviews for companies, including a Fortune 500 company
  • Conducted numerous site selection and incentives procurement projects for clients throughout the US in which millions of dollars in incentives were procured
  • Conducted state tax nexus reviews, and voluntary disclosures filings for numerous companies
  • Designed and implemented federal & state tax planning strategies for a companies dat saved millions of dollars in federal, state and local taxes
  • Conducted numerous Internal Revenue Code Section 382 & earnings and profits studies

Partner

Confidential, Milwaukee, WI

Responsibilities:

  • Provided federal, state and local tax consulting and compliance services to businesses wif an emphasis in the evaluation, development, design and implementation of organization structures in order to minimize federal and state tax liabilities and in assisting clients in the evaluation, negotiation and implementation of federal, state and local credits and incentives.
  • Also provided financial statement reporting (ASC 740 & FIN 48), state audit defense, due diligence, merger & acquisition and other tax services to clients.

Senior Tax Manager

Confidential, Milwaukee, WI

Responsibilities:

  • Provided federal, state and local tax consulting and compliance services to businesses wif an emphasis in the evaluation, development, design and implementation of organization structures in order to minimize federal and state tax liabilities and in assisting clients in the evaluation, negotiation and implementation of federal, state and local credits and incentives. Also provided financial statement reporting (ASC 740 & FIN 48), state audit defense, due diligence, merger & acquisition and other tax services to clients.
  • Designed and implemented a state tax restructuring project for a large manufacturing company dat saved the company over $5 million per year in income and franchise taxes.
  • Evaluated, designed and implemented a state tax restructuring project for a large retailer dat saved the company over $1.2 million per year in state income and franchise taxes.
  • Conducted numerous site election and incentives procurement projects for clients throughout the US in which millions of dollars in incentives were procured

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