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Business Development Senior Manager

Location:
Grass Valley, CA
Posted:
November 19, 2024

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Resume:

Eric Drew

**** ********* ***, **********, ** 916-***-**** ****.*.*****@*****.***

PROFESSIONAL AND BUSINESS HISTORY

Senior Manager, State and Local Tax Group

Armanino, SAN JOSE (February 2022 to September 2022)

• Review of complex corporate tax returns for mitigating tax liability and refund opportunities.

• Identify potential opportunities related to federal audit determinations for mitigation of tax liability of refunds.

• Engage in business development opportunities and achieve appropriate business development goals and build solid, effective client relationships.

• Provide technical support to California SALT practice. KPMG, SACRAMENTO CA (July 2019 to January 2022 )

• Reviews complex individual and corporate tax returns for refund opportunities.

• Perform a range of tax procedures in accordance with the size and complexity of the engagement.

• Understand firm’s financial model and ensure profitable delivery of engagements.

• Engage in business development opportunities and achieve appropriate business development goals and build solid, effective client relationships.

• Manage, research, schedule, supervise, and review tax engagements. DIRECTOR, NATIONAL TAX SERVICES, STATE AND LOCAL TAX GROUP PRICEWATERHOUSECOOPERS, LLP, SACRAMENTO CA (April 2001 to March 2017)

• Practice focused on California franchise and income tax consulting tax consulting; California reverse income tax audits, and individual, partnership and corporate controversies before the California Franchise Tax Board and Board of Equalization.

• Negotiated settlements of California tax disputes and obtained refunds for defense contractors, software development companies, consumer products, pharmaceutical manufactures, and national consumer retailers.

• Primary responsibility for five markets; tasked with growing annual revenue on existing client engagements and identifying and selling new California SALT projects; consistent travel to market offices across the US.

• Leading role in training and development and recruiting; implemented tax technical meetings for SALT Sacramento team to discuss current issues.

PROGRAM SPEACIALIST, MULTISTATE TECHNICAL RESOURCE SECTION CALIFORNIA FRANCHISE TAX BOARD, SACRAMENTO CA (August 1989 to April 2001)

• Conducted desk and field audits of individuals, and Fortune 500 companies for compliance with applicable federal and California rules and regulations.

• Conducted protest hearings, for various complex issues including residency determinations, income sourcing, unity determinations, business/nonbusiness income, and apportionment methods; developed arguments and recommendations.

Education

California State University, Sacramento, Accounting & Tax University of Phoenix, Bachelors of Science, Management



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