Medical Device School
Resume:
Andrew R. Towers, Esq., MST
Bristol, RI 02809
cellular: 617-***-****
e-mail: ***********@*******.***
Objective: To obtain a challenging position in the tax profession with a
well-respected, sound organization where I may dedicate myself to
materially contribute towards achieving the goals and responsibilities
presented.
Work Experience:
December 2002 - February 2009
DuCharme, McMillen & Associates, Inc., Providence, RI
Senior Tax Consultant - Full Time (March '06 - February '09)
Tax Specialist - Full Time (July '04 - March '06)
Tax Analyst - Full Time (December '02 - July '04)
. The function of directing an independent, full-scale, technical multi-
state income/franchise tax review attempting to discover corporate tax
liability savings/recovery for fortune 500 companies became the
central role of employment. Conducted technical reviews for every
taxing jurisdiction that has a state income tax and for every state
filing methodology (i.e. separate company, combined, consolidated).
Reviewed, evaluated, and discussed other non-senior staff members'
work product.
. Serviced a broad array of large corporate clients including, but not
limited to: Global Pharmaceuticals, Global Retailers, Heavy
Manufacturers, Conglomerates, and Medical Device Manufacturers.
Annual revenues for clientele in the billions. Annual aggregate state
income tax expense for clientele in the millions.
. Assisted clients by performing state income tax audit assessment
reductions by reviewing a clients filing position searching for
"offsetting" items, and also ensuring the legitimacy and applicability
of a state income tax auditor's positions and findings.
. Conducted complex research/analysis (using CCH and BNA) of a variety
of corporate state tax issues for all state and local taxing
jurisdictions, including but not limited to: intangible expense add-
backs (i.e. CT, NJ, NC), the distinction between business and non-
business income, appropriate "sourcing" of apportionment factor
figures, unitary business principles (required combined/consolidated
reporting), and the expense attribution to items of allocable income
(i.e. LA, OH, NYS).
. Continued to carry out the responsibilities and role of a Tax Analyst
and Tax Specialist at a higher, more advanced and seasoned level.
. Acted as a mentor/teacher for all newly hired tax analysts, associates
and other staff members.
. Monitored state income tax law changes and developments for all
states.
. Researched Federal Income Tax issues and the subsequent impact on
state and local filings. For example, federal Section 382
limitations, charitable contribution limitations, federal Section 280C
limitations, etc.
. Developed future state income tax planning strategies for clients such
as elective consolidated filings in state taxing jurisdictions which
allow such, and state enterprise zone qualifications (such as MA, NYS,
CA) in order to receive enhanced state credit/incentive benefits.
. Assisted Tax Managers in communicating developed tax savings issues
and recovery opportunities to clients during the entirety of a typical
service engagement.
. In the roles of Tax Analyst and Tax Specialist, was responsible for
the production, review, and processing of amended state
income/franchise tax returns originating from the settlement of
Federal audits (RAR's) for every state and local taxing jurisdiction.
Most engagements handled were extremely large covering up to ten years
worth of amended filings, with many entities/subsidiaries affected.
The number of returns amended per year was in the thousands. Some
single engagements were in the thousands of returns.
. Reconciled all state income tax returns available for review to the
corporation's Federal consolidated income tax return (Federal
Consolidated 1120).
. Analyzed Federal audit work-papers (RAR's) and the resulting effects
of each Federal adjustment on all of a client's state filings,
regardless of the filing methodology employed (i.e. separate company,
unitary, combined, or consolidated).
. Traveled to various corporate client headquarters to gather required
tax returns for review and to meet with key employees of the
respective tax departments.
. Interviewed, trained and developed new hires, summer/full time
interns, and co-ops to carry out day to day responsibilities.
Reviewed new hire, associate, and intern work product.
. Prepared correspondence to/with clients and state departments of
revenue. Contacted and questioned state tax officials regarding
specific state statute or regulation issues.
. Handled state notices and other similar tax inquiries regarding a
particular client's filing position.
. Conducted state Net Operating Loss ("NOL") analysis, state credit and
incentive studies (mainly state R&D and employment credits),
apportionment analysis (sourcing of income), and other state specific
exercises.
. Uncovered potential tax exposure items for clients during the
technical review process.
. Key review member of a service team that was responsible for reducing
a three-year New York State Corporate Franchise tax assessment (audit)
for a global pharmaceutical company and several of their subsidiaries
by over $6.0 million.
. Twice received DuCharme, McMillen & Associates' Presidential Award for
meeting yearly team revenue goal ($1,000,000) for Providence, RI
office. Received award at annual company convention in Nassau,
Bahamas. In 2005 (2006 award), part of a team that collected $1.9
million in fees from client savings.
Education:
MST, May 2009, GPA: 3.77/4.00
Bentley College, McCallum Graduate School of Business, Waltham, MA
. Member of Beta Gamma Sigma International Honor Society
Juris Doctor, May 2008 - Cum Laude, GPA: 3.263/4.000
Roger Williams University School of Law, Bristol, RI
. Successfully passed both the RI & MA bar exams (July 2009), admitted
to practice in both states.
. Member of the Massachusetts Bar Association. Member of the Rhode
Island Bar Association.
. Concentrated heavily on tax and business law classes as electives
during third and fourth years of part-time study. (Federal Income
Taxation, Corporate Taxation, Business Organizations, Advanced
Taxation, Mergers & Acquisitions).
. Received the Computer-Assisted Legal Instruction ("CALI") "Excellence
for the Future" award for excellent achievement in the study of
Property II, Marine Insurance, Advanced Taxation, and Business &
Partnership Taxation (Roger Williams School of Law). Given to student
that achieves highest grade in respective law school course.
. Westlaw and Lexis certified (part of Law School Curriculum).
. Trained and Certified Mediator - Rhode Island (obtained as part of Law
School Curriculum).
Bachelor of Science, May 2002 - Majors: Finance & Economics, GPA: 3.4/4.0
Boston College, Carroll School of Management, Chestnut Hill, MA
. Boston College Dean's List (3.5 or above) multiple semesters.
. Member of the Golden Key International Honor Society. (Top 15% of
graduating class - B.C.)
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