Tax Consultant First Solar

CORPORATE TAX PROFESSIONAL

A proactive tax professional with excellent domestic and international.

ACCOMPLISHMENTS

Domestic Tax:

Worldwide tax provision

Implement SOX – Narrative, Controls and Matrix

Federal, State and Local tax compliance

Two successful IRS appeals

R&D tax credit studies

Worldwide tax policies and procedures

U.S. acquisitions and integration of public and private companies

Sales & Use Tax policy & procedures, compliance and audit.

International Tax:

International tax provision

International structuring

Negotiated tax holidays in Ireland, Israel, Malaysia, the Netherlands, and Singapore

Successful tax audits in Germany, United Kingdom, France, Canada, and Israel

Transfer pricing studies

Subpart F Income, GILTI, BEAT, FTC

Uniform international tax accounting worksheet, account reconciliation, etc.

Integration of foreign acquired companies

Numerous earnings and profits studies

VAT, GST, DST & Consumption compliance

Complete & review Forms 1120, 1118, 926, 5471, 8858, etc.

PROFESSIONAL EXPERIENCE

TAX CONSULTANT July 2011 - Present

Ambarella, Inc. (Tax Consultant)

International tax provision (Q1)

Various state & local tax filings

M&A integration

ContextLogic Inc. (Interim Tax Director)

Tax Provision (Full Year) with rate reconciliation

SOX Compliance

VAT, GST & DST

Domestic & International Tax Research

Transfer Pricing

Sales & Use Tax

Panzura LLC (Tax Consultant)

Tax return review

NY & CA audit response

Sales tax assistance (Avalara codes)

Sumo Logic (Interim Tax Manager)

Tax Provision (Q1)

VAT Review and recommendations.

M&A Activity.

Trimble Navigation (International Tax Consultant)

International earnings & profits and account reconciliation

Review transfer price studies and make recommendations

Review Forms 5471 & 8858 and support documentation.

Assist with tax provision and tax true-up for several foreign entities

Review GILTI and international submissions

Train foreign controllers on completing tax account reconciliation

GitHub (Indirect Tax Consultant)

File and compute VAT, GST & Consumption tax returns

Recommend changes in invoice standards to reduce VAT exposure

Taiwan GST tax audit

Form W-8BEN and related Form determination

Sales tax filing support and respond to customer requests

Tectura (Tax Consultant)

Assist in correctly filing local financials in the US, NL, HK, IN & TW

Debt forgiveness tax implications

Determination of transition tax and GILTI

Earnings & Profits computations (2016-2019)

Complete 5471 forms and supporting schedules

International tax structuring.

Gigamon (Indirect Tax Consultant) .

Wayfair study

Registration in additional states

Australian GST and Italian withholding tax

Snowflake (International Consultant)

International Structuring

Indian intercompany agreements with transfer pricing.

Twilio (International Consultant)

International Structuring

Country-by-Country Reporting

Quarterly meeting and tax update

Avago/Broadcom (Coordinate Acquisition)

Led group in acquisition of US entity with foreign subsidiaries. It involved obtaining all tax filings, company valuations and detailed review of UK loss carryforward

Intuit (R&D Tax Credit Consultant)

Develop documentation to support R&D tax credit on audit

Aerojet Rocketdyne (Interim Tax Manager)

Depreciation Study

Shutterfly (Interim Tax Director)

Tax Provision (Q1)

Sales & Use compliance and audit

R&D tax credit

EMPLOYMENT

VPTAX, INC. (Tax Director) September 2016 – February 2018

Assist small & medium size companies tax research and compliance

Sales and use tax audits in New York and California

VeriFone, Inc. (Tax Director) October 2008 – July 2011

Worldwide tax provision

Re-establish tax department after a material weakness

SOX implementation, matrix, write up and audit procedures

Successful IRS audit (No Change after appeal)

Worthless stock deduction ($100 Million deduction)

Several domestic and international acquisitions

Implement international tax policies and procedures

Transfer pricing,

Singapore tax holiday

First Solar, Inc. (VP Tax) 2006 – 2008

Worldwide tax provision

Develop internal tax function

IPO

International structure including 15-year Malaysian tax holiday

KLA-Tencor (VP Tax) 2005 – 2006

Worldwide tax provision

Expand foreign manufacturing with 15-year tax holiday (SG)

Successful IRS and FTB multiyear audits

Tax Provision

Plantronics, Inc. (VP Tax, Customs, and Insurance) 1997 – 2005

Worldwide tax provision

Successful IRS, FTB, California & UK tax audits

24 NAFTA Customs ruling in the United States and Canada

10-year Dutch tax benefit ruling

Transfer Pricing

Wyse Technology, Inc. (Tax Direction) 1987 – 1997

Worldwide tax provision

Develop internal tax function

Taiwan IPO

Numerous successful tax audits – domestic & international

First successful California property tax audit involving high tech equipment valuation

Education

St. John’s University MBA – Taxation

Thesis: “Subpart F Income and Minimum Distribution”

Pace College (NYC) BBA – Accounting

Affiliations

Co-founder of Silicon Valley Tax Director’s Group

Co-founder of Tax Executive Institute – Silicon Valley Chapter

References

Provided upon request.

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