PROFESSIONAL EXPERIENCE:

Confidential, Parsippany, NJ

Senior Tax Consultant

• Temporary consulting position reporting to Tax Director. Train and mentor staff on technical issues.
• Perform domestic and international tax provision and tax return review and compliance, U.S. and Non - U.S. provisioning, planning, and estimated tax payments. Lead development of Canadian SR&ED claim, saving $350,000.
• Manage, review and prepare Canadian transfer pricing information and reporting. Prepare Forms T3, NR4, T106, T1134, T1135, and T661.
• Review and perform federal, state, and international income and non-income tax compliance and regulation research..
• Lead state and local and international nexus study to determine filing requirements for all business units.
• Research, evaluate, and implement 2016 and 2017 Canadian tax compliance software package.
• Direct $400,000 state combined filing tax recovery and application of state NOL carryforward regulation.

Confidential, Glen Rock, NJ

Tax Director/Manufacturing

• Produced and distributed six trademark-registered gourmet-quality pasta sauces from old family recipes with initial year sales of $30,000 in seven states under the name of CUOCERE
• Directed all direct and indirect tax policy and performed all federal and state corporate 1120 tax provisions and compliance. Prime interface with CPA firm..
• Tracked and calculated all R&D tax credit activity and Section 199 deduction.
• Directed and approved all regulatory approval processes with FDA and USDA.

Confidential

Tax Consultant

• Created 5 year tax and financial forecast for initial funding purposes.
• Provided ongoing financial and tax consulting to include entity selection, staff training, inventory control, A/R credit policies, A/P payment model, and payroll.
• Performed Form 1065 and state tax compliance, intercompany allocations, member allocations (Sec 704), member tax estimates, sales/use and property tax compliance,

Confidential, North Bergen, NJ

. Director of Tax

• Managed and trained staff of seventeen professionals and led CPE.
• Directed timely reporting of $13M global provision and approved tax payment requirements with Treasury.
• Directed and reviewed global tax compliance to include Forms 5471 and 8858.
• Reviewed $60,000 OneSource FIN 48 software conversion and related informational requirements.
• Directed, reviewed and approved $17M global tax provision and audit processes under ASC 740, APB 28, and FIN 18 in accordance with SOX 404, FBAR and FACTA.
• Streamlined corporate structure by approximately 80% on global legal entity rationalization project.
• Slashed corporate tax liability by $300K through review of global tax return positions.
• Participated in corporate reorganization from disposal of foreign operations and sales of intangibles that produced future tax benefit of $190M. Revised transfer pricing and intercompany protocols resulting from disposals.

Confidential, North Bergen, NJ

Tax Director

• Led annual and interim $25M global consolidated federal and multi-state tax provisions and disclosures. Developed and mentored 6 tax professionals. Led tax budgeting, approved tax requirements with Treasury and initiated interim reporting, reducing ETR by 14% YOY. Primary tax auditor interface.
• Consulted with Product Development planning team on trade or business exception for $300M+ prospective Canadian cross border manufacturing trade or business exception under Sections 367 (a) and (c.
• Saved $20M corporate tax liability through interdisciplinary planning team (legal, accounting, operations and HR) that minimized exposure for $200 million of corporate assets for Puerto Rico entity.
• Decreased multi-state tax accrual by $1.5M through upgrade of SAGE 500 property tax software and state apportionment. Led appeal process to recover $3M in assessments.
• Introduced SOW and RFP and performed business analysis for new OneSource provision and compliance software.
• Initiated tax planning SOW and RFP with HR, IT and Finance to realize $3.3M+ of multi-year state tax credits.
• Partnered with external tax to remediate $3 million SOX material weaknesses and resolve $1.4M FIN48 deficiency.
• Promoted SOW and RFP to undertake global entity realignment studies that provided state and local savings of $3M+.

Confidential, MST, CA

Tax Manager

• Led $10M ASC 740 reporting of consolidated operations. Primary contact for attest firm. Supervised 3-5 tax professionals. Reviewed and approved all estimated tax requirements with Treasurer.
• Reduced consolidated tax liability 37% through RTP review.
• Directed e-filed consolidated U.S., multi-state, and Canadian tax returns including GST/HST/VAT, Form 5471, 8858 and 8865 and related documentation.
• Drove $2M Canadian transfer pricing process, allocation model, intercompany pricing, and metrics preparatory to APA.
• Led development of all foreign tax policy memoranda for $90M Canadian subsidiary operation.
• Increased foreign tax credit carryover by $360k. Revised tax reporting policy, including foreign tax audits, tax footnote disclosure, foreign sourcing, OFL/ODL, apportionment, and return to provision reconciliation..

Confidential

Director

• Decreased total non-U.S. tax expense $36M or 42% from budget. Reduced international effective tax rate 84% over prior year. Primary contact for tax auditors. Supervised 1-3 staff professionals
• Devised and implemented tax reporting model and process for $60 million worldwide FAS 109 provision, including FIN 48 and APB 23 policies for 45 foreign affiliates including Latin America, Europe, Australia, Canada, U.K., and Far East.
• Saved $5M+ through foreign tax return review, GST/HST/VAT review. dividend planning initiative and analysis of Subpart F, PTI, and foreign partnership withholding.
• Collaborated with external advisers and transfer pricing committee to update transfer pricing documentation for “corporate” services performed for foreign affiliates in accord with OECD. resulting in $10M+ decrease in foreign taxes.
• Developed and directed process for recapture of $12M+ of foreign pre-integration paid taxes.

Confidential, Greenwich, CT

Tax Manager, International

• Designed and implemented non-U.S. reporting model for 100+ foreign subsidiaries. Reduced foreign tax provision $270M+ for two quarterly periods.
• Established process for reconciliation of 90% of $1.2B worldwide international profit before taxes to statutory tax rates.
• Directed and managed provision and IAS reporting disclosures for $4B+ European and Asian corporate subsidiary,
• Developed and conducted tax provision training seminars for global affiliates held in U.S., UK, France and Germany.