Highly analytical, detail-and result-oriented, and deadline-driven International Tax Manager with strong work ethic who takes ownership of his work and completes them in a timely and accurate manner.
Skills
International taxation
Tax accounting
US GAAP principles
Corporate tax planning
Transfer Pricing
Federal/State taxation
Onesource/Corp Tax
Microsoft Office applications
CCH/RIA/BNA/Tax Analysts
Hyperion (HFM)/SAP
Work History
International Tax Manager, 07/2015 to Current The Cooper Companies, Inc. – Pleasanton, CA
Manage all aspects of international tax reporting and compliance.
Review of tax information packages, rollforward of all tax accounts, and calculate FIN 48 reserves quarterly in accordance with ASC 740.
Manage global transfer pricing documentation.
Draft intercompany notes and agreements to support supply-chain.
Participate and plan for international reorganization and tax optimization including planning for IP transfers, Subpart F, BEPS and foreign legislation changes that could adversely affect tax costs.
Plan and Prepare for country-by-country analysis and reporting in accordance to BEPS/OECD requirements.
Perform due diligence on acquisitions and prepare purchase accounting allocations and entries.
Research tax issues and draft memorandums to support tax positions.
Continue to support domestic tax team in various federal and state planning opportunities, audits, and reporting.
Tax Manager, 01/2008 to 06/2015 The Cooper Companies, Inc. – Pleasanton, CA
Managed all aspects of U.S. domestic and international tax and reporting compliance including federal consolidated, multi-state income/franchise, and international informational tax returns.
Prepared and reviewed quarterly and annual U.S. income tax provision in accordance with ASC 740 including M-1 adjustments, foreign tax information packages and rollforward schedules.
Managed annual research and development tax credit project including conducting interviews of key personnel and subject matter experts and performing tax calculation based on interviews.
Conducted and maintained E&P studies of major foreign subsidiaries to identify future planning opportunities.
Advised subsidiaries of U.S. withholding and FATCA obligations.
Defended past company positions in IRS and state tax audits.
Maintained internal controls and SOX documentation compliance.
Managed one senior tax analyst.
International Tax Consultant, 05/2007 to 10/2007 Macquarie Capital/Babcock & Brown, LP – San Francisco, CA
Reviewed foreign corporation and partnership returns and sourced income and expense items for foreign income tax credit calculation.
International Tax Manager, 03/2002 to 03/2007 GATX Corporation – San Francisco, CA
Managed all aspects of international tax compliance for foreign joint ventures and subsidiaries including the filings of Forms 5471, 8865, 8858 and 8621.
Prepared international tax provision calculation including rollforward of tax accounts.
Prepared and reviewed Canadian federal and provincial tax returns.
Associate, 01/2000 to 01/2002 PricewaterhouseCoopers, LLP – San Francisco, CA
Managed foreign U.S. in-bound corporate and individual tax client accounts.
Prepared federal and multi-state corporate and personal income tax returns.
Prepared and reviewed FAS 109 tax provision calculations for audit engagements.
Senior Accountant, 01/1998 to 01/2000 C.G. Uhlenberg, LLP – Redwood City, CA
Prepared and/or review corporate, individual, property and sales and used tax returns.
Performed audits of small-medium size business and non-profit entities and prepared audit, review and compilation reports.
Managed and led audit engagements and supervised staff during audits.
Manager of Budget Administration, 07/1993 to 01/1998 World Savings & Loan Association – Oakland, CA
Managed budget of the entire loan department including preparation of various financial and productivity reports for senior management and executives. Managed a staff of three.
Education
Master of Science: Taxation, 2003 Golden Gate University - San Francisco, CA
Bachelor of Science: Accounting, 1993 Saint Mary's College of California - Moraga, CA
Accomplishments
Successfully mitigated tax liability and generated additional credits upon audits.
Successfully implemented new tax software.
Developed and streamlined workpapers that helped reduce time spent and errors.
