Senior Tax Partner of Big 4 Firm serving as Global Engagement Tax Partner for Fortune 50 client, Tax Leader for US industry practice, and Member of US Tax Leadership Team, with corporate restructuring, acquisition, and international tax expertise. Over 30 years of experience advising both strategic and financial acquirors of domestic and international manufacturing companies on structuring, due diligence, financing, and integration issues. Broad experience in helping corporate clients assess the financial reporting of complex tax positions as well as assistance in negotiating with tax authorities to obtain currency and certainty. Proven track record for building, retaining, and mentoring high performance teams.
Initiated, established, and managed Arthur Andersen's Transactional Advisory Services and International Tax Services Practice in the Carolinas-Strategic initiative to consolidate engagement experiences in a core group of professionals to develop local M&A and International Tax expertise required to minimize risk while expanding client service opportunities
Initiated and led the transformation/realignment of Arthur Andersen's Carolina Consulting Tax Practice-Strategic initiative to provide efficient and cost effective client service delivery model for both consulting and compliance services
Recruited by PwC in 2003 (post-demise of Andersen) as a direct-admit partner to become Global Tax Engagement Partner on Bank of America in spite of lack of previous experience in Banking/Financial Services industry-supervised the delivery of services delivered by over 100 partners in over 40 offices and 25 countries; reconstituted teams in all service disciplines; directly advised company with respect to the acquisition and integration of 7 material acquisitions including the transformative acquisition of Merrill Lynch
Assumed head of US Banking & Capital Markets Tax Practice for PwC at the height of global financial crisis in the fall of 2008; practice and clients in turmoil, industry undergoing consolidation along with resultant Sarbanes-Oxley implications to PwC's tax practice; developed new service offerings to address issues created as a result of the financial crisis, identified and recruited partner subject matter experts to address newly identified issues/opportunities; initiated the required assessment/integration/deployment of existing resources
Co-founded PwC sponsored Financial Services Tax Study Group composed of the tax directors of the largest US-based multinational financial services companies (Goldman Sachs, Citigroup, J.P. Morgan Chase, Bank of America, Morgan Stanley, and GE Capital)
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