Manager Tax
Resume:
Marc Watkins
****.*.*******@*****.***
U.S. trained tax lawyer with a keen interest in U.S. International Tax and M&A, built on a strong foundation of tax courses, internships and work experience. Consistently recognized for excellence in legal research, combined with great leadership, and client skills. Active member of International Fiscal Association (US Branch)
US Federal Taxation
State and local taxation
Mergers & Acquisitions
Deal Due-diligence
Corporate Reorganizations
Tax Reform
Sourcing Rules
SOX procedures
Cross-border structuring
BEAT/GILTI
Core competencies / Strong areas
Tax treaty analysis
Strong research and writing skills
Fluent in GoSystems
Familiar with LexisNexis; BNA Bloomberg, Checkpoint and other tax law research portals.
SAP
Manage efficiencies, budgets and time on engagements.
Train staff on the ground and participate in technical training.
Manage client relationships.
U.S. GAAP/ASC 740
Professional Experience
US Tax Manager 9/2019-6/2020
Open Text Corporation
•Led the review of Federal and State Income tax returns for Corporate and Partnership entities;
•Coordinate with US controllers and other internal departments to gather the necessary information to prepare the US returns
•Review ASC 740 (FAS109) tax provision calculation for the US Companies, as well as leading the interaction with outside financial statement auditors
•Led SOX compliance internally as well as with outside auditors
•Managed and coordinated tax projects including R&D credits that saved the company 2 million dollars in tax credits
•Led the Research and documentation of income tax accounting methods, tax positions and processes
•Tasked with keeping up to date on tax law changes and their organizational impact
•Assisted the Tax Director with IRS and State income tax audits
•Led research and implementation of the CARES act pertaining to Open Text
•Managed the U.S. weekly and yearly tax forecast by updating changes and ensuring that we showed tax assets as well as liabilities
•Coordinated with the Canadian Tax Teams, as well as Global tax teams to align tax positions
Senior Tax Associate- US Tax 2016 – 3/2019
Deloitte LLP, Toronto, Canada
•Lead the preparation and review of Federal and State Income tax returns for Corporate and Private Equity entities;
•Team lead for State and local tax (SALT) research and implementation for several large cross border entities;
•Liaised between clients and the IRS as well as the broad spectrum of State and local tax revenue agencies;
•Research and write opinions on U.S. Federal income tax consequences of transactions;
•Team lead for FATCA/CRS compliance and research for cross border entities;
•Preparation and Review of Forms W-8/W-9, W-8-BEN-E, W-8-BEN, W-8-IMY
•Foreign tax credits planning for various sized entities;
•Prepare and review tax provisions for various sized entities;
•Well versed on new areas of tax law such as FDII, GILTI, Transition Tax, 163(j) interest limitation rules;
•Coordinated with the Canadian Business Tax team to evaluate potential tax planning opportunities;
•Managed complex tax issues, identified tax planning opportunities, revisited existing structures for tax reform implications
•Team lead for helping implement changes for client engagements that led to better efficiencies
Senior Tax Associate – US Tax 2014 - 2016
KPMG LLP, Toronto, Ontario, Canada
•Preparation of federal tax forms 1065, 1120, 8858, 5471, 1042, 8804/05;
•Research, writing, assistance with IRS audits, US tax compliance;
•Researched issues surrounding IRS audits, supporting the client and ensuring that the clients received the most favorable outcome;
•Lead the training of new recruits on GoSystems as well as research tools such as Lexis Nexis
•Gained fluency in the Foreign Account Tax Compliance Act (‘FIRPTA’) ensuring that foreign persons selling US. Real property were withheld upon properly and fairly;
•FATCA compliance and research for cross border entities;
.
Education
Juris Doctorate Howard University School of Law, Washington D.C 2010- 2013
BBA (Honors) University of Toronto 2002 - 2006
Positions of Responsibility
•Teaching Assistant for International Tax - Howard University School of Law
•Research Assistant for Criminal Law Professor- Howard University School of Law
Accolades/Awards
•Merit Scholarship, Howard University School of Law
Contact this candidate