Built profitable financial consulting practice as a talented and experienced CPA providing high-level, cost-effective financial and tax executive services to mid-market, multinational companies. Engagements include part-time tax director and consultant, special projects manager for reorganizations, contract executive and outside advisor liaison.

PIPE LINE & INDUSTRIAL SERVICE BUSINESS
Outsourced Tax Executive
Built 15-year relationship with this publicly held company pipeline and industrial service business. Outsourced tax compliance and tax audits. Worked with management on tax planning to reduce corporate expenses and annual taxes, restructurings, and public offerings. Liaison with PricewaterhouseCoopers on preparation of approximately 50,000 Schedules K-1 for two publicly-traded partnerships.

• Devised and implemented tax reducing plan that generated $1.5 million in cash refunds and approximately $500,000 of savings annually going forward.
  
  
• Developed strategy that saved $3.5 million in transaction taxes on sale of partnership interests.
  
  
• Collaborated with attorney to negotiate a tax ruling with Netherlands Antilles Government that saved $2.5 million in outstanding tax liability.

LARGE LOCAL CPA FIRMS
International Tax Consultant
Regularly assist CPA firms with multinational clients' international tax issues. Examples of projects include consulting on cross-border M&A activity, check-the-box planning, transfer pricing, Form 5471 / 5472 compliance reviews, cross-border sales & personal services activity.

• Consulted with a U.K. software company on several issues including structuring alternatives (i.e., corporate versus branch) of doing business in the U.S., the tax consequences to the company and its foreign employees of performing services in the U.S., and alternative business models for selling software and services into the U.S. market.
  
  
• Assisted companies with the creation of 6662 transfer pricing documentation (working in conjunction with a firm of economists in Washington D.C. with whom I have an informal working relationship).
  
  
• Reviewed 5471s, 5472s and other U.S. tax compliance required of multinational companies with connections to the U.S.
  
  
• Worked with management of a U.S. parent as well as their legal counsel and overseas advisors on structuring the acquisition of business operations in Canada and Mexico.
  
  
• Traveled abroad for management of a multinational client to identify, interview and provide recommendations for advisors and accountants.
  
  
• Provided customs & trade consulting to a U.S. importer (working in conjunction with an experienced customs lawyer with whom I have an informal working relationship).

SOFTWARE BUSINESS
Special Project Financial Executive / Outside Tax Director
Delegated broad and high-level responsibility from the CFO of this publicly held software development company to head-up planning & implementation of reorganization projects. Outsource tax compliance.

• Orchestrated the planning of an overdue restructuring of six European operations. Managed, coordinated and evaluated advice from corporate lawyers and accountants in each jurisdiction. Selected to lead implementation of the restructuring efforts. Traveled extensively to Europe over a 2 year period organizing & implementing this restructuring. (Prior attempts at completing the reorganization using internal resources were unsuccessful because of distractions to management's time.)
  
  
• Participated in due diligence of evaluating the acquisition of a new business.
  
  
• Successfully represented the Company before the IRS in defending a claim for tax refunds of $1.5 million.

eMARKETPLACE BUSINESS
Contract Tax Director
Successfully collaborated with management and outside legal and tax advisors to structure worldwide operations of e-Marketplace business owned by 20 of the world's largest mining and metals companies.

• Provide continuing assistance with transfer pricing, corporate compliance and tax planning matters.

FORTUNE 500 EXPLORATION AND DEVELOPMENT COMPANY
Tax Liason with Executives from Foreign Countries

• Utilized extensive experience in international tax matters to assume 9-year relationship assisting corporate executives from foreign countries working in United States with U.S. tax return preparation.

RAILROAD SERVICE BUSINESS
International Tax Consultant
Chosen for international tax background to assist $80 million privately held railroad service company regarding international expansion issues.

• Delegated financial responsibilities of expanded operations in Mexico to local accountants while coordinating tax planning, transfer pricing and tax compliance issues stateside.

Corporate and International Tax Manager
Selected by this international accounting and consulting firm to manage some of the local office's largest clients. Heavily involved in research, analysis and evaluate structuring alternatives, as well as in handling tax planning projects and litigation support for several large and mid-market multinational companies. Supervised staff accountants and reviewed tax preparation work to ensure compliance.