"I've been specializing in taxes & finance since 1984. I've implemented and managed a portfolio of various tax strategies saving over $100 million in taxes annually."
FLEXTRONICS INTERNATIONAL(FLEX), SAN JOSE, CALIFORNIA, GLOBAL DIRECTOR OF CORPORATE TAXES
Managed Corporate Tax Department and provided technical support to top management and other finance functions. Managed a 10% global effective tax rate for a $13 billion company. Evaluated and planned corporate mergers, divestitures, acquisitions, strategic alliances, foreign entity formation, and day-to-day operational issues. Performed and coordinated tax due diligence work on the acquisition of over 100 legal entities. Performed international and domestic tax research and planning including Sec. 482 transfer price strategies and compliance. Developed and implemented multi-state tax minimization strategies.
WATKINS-JOHNSON COMPANY, PALO ALTO, CALIFORNIA, DIRECTOR OF CORPORATE TAXES AND EXTERNAL REPORTING
Managed global corporate strategic tax planning and implementation. Supervised the preparation of consolidated federal and multi-state income tax returns, including quarterly estimated tax payments. Coordinated and prepared annual and quarterly reports to shareholders including SEC Forms 10-K, and EDGAR compliance. Coordinated financial data for earnings and press releases. Interfaced on audits with federal and state tax authorities. Filed property tax appeals and developed cases for reduction in assessed values. Performed coordination and planning of employee foreign assignments, tax equalization, and relocations to optimize cost savings.
HOOD AND STRONG, CPAs, PALO ALTO, CALIFORNIA TAX MANAGER
Supervised and coordinated staff members through delegation and review of tax returns. Performed staff training & professional development coaching. Conducted tax research, prepared tax analyses, and consulted clients on tax planning opportunities. Represented clients on I.R.S. and F.T.B. audits.
DELOITTE & TOUCHE, CPAs, SAN JOSE, CALIFORNIA SENIOR TAX CONSULTANT
Responsible for servicing over 50 clients, including publicly traded high technology corporations, venture capital partnerships, and high-wealth individuals.
|