Ronald J. Norris CPA

Tax Manager Profile

ad2crm@r.postjobfree.com • 804-***-****

***** ******** **** • Henrico, VA

Summary

Summary

Accomplished tax planner with proven expertise in analysis, development, tax saving strategy identification, and tax consequence accounting, including for hedge funds, IRC Sec.1031 exchanges, bond portfolios, real estate and property-limited partnerships, and security transactions. Skilled leader, leveraging extensive experience to develop strategic models and enable seamless asset management. Articulate communicator; crucial for liaising with senior management and key industry professionals while building highly-productive staff members, strengthening talent pipelines, conducting holistic trainings, and inspiring pursuit of superior results.

Areas of Expertise

Tax Planning & Review

Acquisitions & Dispositions

Staff Development

Budget Administration]

Financial Development

Policy Development

Procedure Management

Forensic Accounting

Portfolio Management

Relationship Building

Communication & Negotiation

Partnership & Corporate SALT

Education

Master of Taxation Coursework

Virginia Commonwealth University, Richmond, VA

Bachelor of Science in Accounting

Virginia Commonwealth University, Richmond, VA

Technical Proficiencies

ASC 740, FIN 48, FAS 133, FAS 140, FAS 149, IRS SEC 482, transfer pricing, SOX 404, international taxation, 123R

Accomplishments

Track record of consistent selection for special assignments, chosen due to proficiency in assessing complex tax situations, executing remunerative change management duties, meeting all project goals, and administering cost-effective budget and forecasting duties.

Secured consultation with Genworth Financial, fulfilling obligations such as reviewing and preparing 500+ corporate income tax returns including ASC 740 and FIN 48 implementations.

Demonstrated career success in restructuring businesses, mitigating/eliminating risks, boosting employee motivation, designing adaptable strategic models, and producing well-though-out and time-efficient business decisions.

Career Experience

Independent Tax Consultant, Henrico, VA 1982 – Present

Led high-caliber tasks such as tax and financial planning as well as tax preparation for multiple corporations. Formulated best-in-class policies and procedures of middle-size corporations.

Streamlined operations and day-to-day functioning of wide-ranging start-up retail and construction companies, singlehandedly creating financial infrastructure and optimizing fiscal health.

Gained recognition for excellent negotiation skills, showcasing expertise during acquisition and disposition as well as during finance securing processes.

Navigated business landscape to seek and pursue tax planning opportunities and accounting for investments including hedge funds, leveraged leases, real estate partnerships, bond funds (taxable and tax free), and various security funds.

Pioneered and launched employee benefit program, orchestrating HR functions and strengthening financial relationships with banks, mezzanine funds, and individual investors.

Additional Experience

Director of Taxation, Deloitte & Touche, Richmond, VA

Delegated tax consulting engagement duties alongside oversight of tax department, office, and service center, heading duties such as LIFO feasibility study, Owens Minor, S&K Famous Brands, E&P study, and Fairchild Aviation. Engaged in talent acquisition process, recruiting new personnel for on-campus and in-office needs.

Review of consolidated federal and state income tax returns as well as corporate income tax returns for Heilig Meyers while accounting for income taxes for numerous Fortune 500 companies.

Authored request for private letter ruling from Internal Revenue Service.

Entrusted with Chairman of Business Management Committee position of Associated General Contractors of Virginia, performing tasks such as seminar presentations for senior management and training program designing for company owners.

Additional Experience as Tax Manager at Ernst & Young in Richmond, VA and Field Auditor for Internal Revenue Service in Richmond< VA

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