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Tax Manager, Mergers & Acquisitions, Financial Analyst

Location:
Austin, TX
Posted:
May 13, 2017

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Resume:

Amy Bain

(***) *******

(***) *** - ****

**rd Street Apt. N2J

New York, NY 10036

ac0aj6@r.postjobfree.com

*Interested in relocating to Texas

EXPERIENCE

Deloitte Tax LLP, New York, New York

National Tax, Manager – Mergers & Acquisitions 8/2016 – Present

•Provide a broad spectrum of advisory services to support mergers & acquisitions, carve-outs, investment and financing structures, disposition alternatives and post-transaction activities.

•Direct and manage junior staff to perform complex tax research, formulate tax planning strategies, and perform tax reviews.

•Collaborate directly with clients to implement proposals designed to meet business objectives, goals, and strategies.

•Develop and support internal organizational initiatives including internal recruiting and training, diversity, firm volunteer opportunities, and working to improve internal cost structuring through leveraging lower cost resource initiatives.

Ernst & Young, LLP, New York, New York

Financial Services Office, Manager – Transaction Tax 5/2012 – 2/2016

•Provided due diligence for federal & international clients including insurance, private equity, asset managers, banking & capital markets, & various financial service providers including tax basis step-up, NOL limitations, other attribute considerations (SRLY, ULR, etc.) transfer pricing, related party transactions, FIRPTA, & other various exposures

•Provided structuring advice to effectuate an efficient tax transaction including drafting tax models, creating structure decks reflecting proposed & alternative pre- & post-transaction structure recommendations

•Drafted opinions & Private Letter Rulings including researching complex tax issues, often of first impression, organizing the information obtained, & drafting documents for submission to the IRS

•Collaborated with parties with various levels of tax sophistication (e.g., C-suite, U.S. & foreign tax attorneys, client employees, various tax advisors, other internal colleagues in the U.S. & abroad)

•Reviewed & analyzed transaction documents (legal & corporate governance, offering memoranda, prospectus, financing agreements, etc.) to provide responses to inquiries related to the language of the transaction documents

•Served as a formal mentor for several staff members & assisted with recruiting efforts

•Managed client administration including adhering to firm quality standards, industry regulations, project & budget management, maintaining record & document retention in accordance with policy

PricewaterhouseCoopers, New York, New York

Financial Services, Associate – International Tax 5/2011 – 5/2012

•Managed structuring projects for U.S.-based hedge & private equity fund across multiple foreign jurisdictions

•Researched & drafted memoranda with respect to U.S. tax implications of inbound & outbound transactions

•Drafted client correspondence & memoranda with respect to reorganizations, subpart F analysis for CFC & PFIC, U.S. trade or business & ECI analysis, FIRPTA, FATCA, & tax treaty qualifications

•Analyzed complex U.S. & foreign investment portfolios to determine potential tax exposures subject to reporting as an uncertain tax position under FIN 48/ASC 740

Ossi Law Firm, P.A., Gainesville, Florida

Law Clerk (pro bono) Spring 2010

•Assisted in estate & trust administration including researching complex property valuation issues

State of Florida Guardian ad Litem Program, Gainesville, Florida

Legal Extern Summer 2009

•Assisted in family court litigation including trial preparation, drafting motions, pleadings, & other court documents

Salter, Feiber, Murphy, Hutson & Menet, PA, Gainesville, Florida

Law Clerk Fall 2008

•Assisted in mediation & settlement of large complex estate including preparing & reviewing probate closing documents

•Drafted transactional real estate documents including association articles & bylaws

American Bank, N.A., Corpus Christi/Austin, Texas

Commercial Credit Manager/Banking Officer 3/2003 – 7/2006

•Managed Commercial Credit Department including facilitating Director’s Loan Committee meetings

•Analyzed tax returns & financial statements of individuals & businesses

•Audited commercial loan compliance & quality/performance of commercial loan portfolio

AIG American General, Corpus Christi, Texas

Registered Representative 10/1998 – 3/2003

•Developed financial plans for individuals & businesses

Padre Tax Professionals, TCB Tax Service, Corpus Christi, Texas

Tax Preparer 1998 -2009

•Seasonal tax preparation; Authorized e-file provider

EDUCATION, LICENSES, & CERTIFICATION

Northwestern University School of Law, Chicago, Illinois

Master of Laws in Taxation May 2011

•GPA: 3.61; Dean’s List - Member, ABA: Section of Taxation, Section of International Taxation, Section of Business Law

University of Florida Levin College of Law, Gainesville, Florida May 2010

Juris Doctor

•Tax/Business courses: Federal Income Tax, Corporate Taxation, Economics of the Family, Estates & Trusts, Fiduciary Administration, Corporations, Insurance - Treasurer, Mediators Beyond Borders/Gators for ADR

Texas A&M Corpus Christi, Corpus Christ, Texas December 2006 Masters of Business Administration

•Ranked in top 8% of MBA students nationwide (Major Fields Test)

Texas State University, San Marcos Texas May 1999

Bachelor of Business Administration

Member of State Bar of Texas July 2010

Certified Financial Planner July 2003

Candidate for C.P.A. exam, upon completion of one additional class

Skills

•Excellent drafting & research skills

•Supervisory & training experience

•Excellent organization skills

•Efficient in handling multiple tasks



Contact this candidate