Accounting Manufacturing

Sam J. Evans, CPA

** ******* ***** . *******, ** 06461

Phone 203-***-**** ( Mobile 203-***-**** (E-mail

***********@*****.***

Summary of qualifications

High energy, versatile, senior tax executive with entrepreneurial mind

set. Well respected strong leader and mentor, skilled at developing staff

and creating a team atmosphere. Solid business acumen reaching beyond tax

arena, with expertise overseeing and collaborating with local country

advisors on tax and non-tax initiatives. Excellent communication and

intrapersonal skills up, down and across all company levels.

US International Taxation

US Domestic Taxation

Tax Accounting

Local Country Taxation

Transfer Pricing

State & Local Taxation

Mergers & Acquisitions

Corporate Restructuring

Process Engineering

Research and Planning

Financial Modeling

Investment Analysis

Dispute Resolution

Contract Review

System Implementation

Professional Experience

CENGAGE LEARNING, Stamford, CT 2007- 2010

Vice-President Tax

Joined Cengage shortly after its acquisition by Private Equity to

establish global tax function. Spearheaded identification of key tasks,

requirements, staffing needs, tools and resources creating pro-active tax

team.

Owned global interim and annual tax accounting process including

reconciliation of book income, ETR determination, permanent and temporary

difference gathering, current and deferred tax computation and recording,

ASC 740-10 (FIN48) analysis and documentation, ASC 740-30 (APB 23)

evaluation, valuation allowance determinations, as well as coordinating

external audit responses.

Implemented international tax minimization strategies providing tax

savings of $12,000,000 United Kingdom, $15,000,000 Australian and

$25,000,000 Netherlands.

Point person on 12 plus transfer pricing studies establishing methods,

rates and agreements.

Lead group wide restructuring effort eliminating legal entities allowing

resources to be redirected to ongoing operating activity and saving

outside audit and administrative fees.

Directed global tax and legal structure on mergers and acquisitions

optimizing tax benefits within transactions.

Developed state tax minimization strategies that generated on-going

annual savings of $6,000,000.

Initiated and directed recapitalization of Latin American, EMEA and

Asia-Pac operations that enabled settlement of $30,000,000 of long

outstanding payables while minimizing withholding tax consequences.

Drove tax efficient repatriation of foreign subsidiary cash surplus and

established processes that monitored global earnings and profits for 45

controlled foreign corporations.

Reviewed international operations determining where permanent

establishments were created by operating activity and establishing local

compliance where required.

Expertise overseeing and collaborating with US and local country advisors

on tax and non-tax initiatives.

Monitored $375,000,000 AHYDO requirement on $940,000,000 of issued debt

including $300,000,000 cancellation of debt income impact on subsequent

debt buybacks.

Established tax payment, return preparation, review, approval and filing

processes insuring timely compliance with statutory requirements.

Filings include two federal consolidations, eighty plus state and local

income tax returns, ten partnership returns.

Engineered and lead ERP and consolidation system implementation for Tax

and Treasury groups.

THOMSON REUTERS CORPORATION, Stamford, CT 1995 - 2007

Assistant Vice-President

Hired as Tax Advisor for various operating units to provide input on all

aspects of tax to Group CFO, Finance team and Legal team. Managed

varying numbers of tax professionals including out-sourced tax functions

and state consolidated/combined/unitary tax compliance and audit

function.

Integral member of business development team on all tax issues for US

acquisitions and divestures across Thomson. Participated in over 350

transactions valued in excess of $15,000,000,000 including stock, asset,

partnership interest and LLC interest purchases and dispositions.

Managed integration of tax compliance functions for acquired businesses

into Thomson system.

Established corporate tax functions for three business units that

previously maintained separate tax departments increasing efficiencies

and lowering annual costs by $200,000.

Directed tax-free like-kind exchanges of various newspaper and publishing

properties, including transactions utilizing qualified intermediary,

generating tax deferrals in excess of $100,000,000.

Participated in federal and state tax planning strategies that allowed

company to maintain an extremely low effective tax rate. Initiated

planning ideas that reduced tax cost on business dispositions of

$300,000,000.

Directed numerous valuation projects that support tax positions taken on

federal and state returns.

Restructured legal entities within marketing groups that more efficiently

meet business and tax needs while decreasing tax liability.

Oversaw permanent and temporary difference tax accounting determinations

for legal entities within marketing groups and on purchasing accounting

balance sheets.

Managed Thomson's Internal Revenue Service audits to very favorable

results. Managed and settled numerous state and local audits on terms

favorable to Thomson.

OTHER RELEVANT EXPERIENCE

Supervised corporate federal tax compliance and unitary tax compliance

groups. Established system to implement FASB 109 and reconcile of tax

reserve accounts, lead Section 936 company transfer pricing and earnings

repatriation; controlled foreign corporations repatriation analysis;

863(b) calculation for manufacturing operation selling abroad, 1.861-8

R&E expense allocation, established uniform capitalization procedures for

LIFO based manufacturing business.

IRS Large case auditor within broad range of industries including,

construction, defense manufacturing, consumer products, garment, chemical

manufacturing and engineering.

Professional Licenses and memberships

Certified Public Accountant, Enrolled Agent, Tax Executive Institute,

American Association of Publishers (Executive Board Member), Newspaper

Association of America (past Member), Media Industry Tax Group, Committee

On State Taxation (past Member), American Institute of Certified Public

Accountants, Connecticut Society of Certified Public Accountants.

education

M.S. Taxation (Corporate) - University of New Haven, West Haven, CT

B. S. Accounting - University of Scranton, Scranton, PA

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