Experience

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  Pricewaterhousecoopers

  Feb 2003 - Aug 2003

  Tax intern

  International tax compliance

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  Pricewaterhousecoopers

  Jun 2004 - Mar 2005

  Tax consultant

  International tax compliance

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  Deloitte

  Mar 2005 - Jun 2007

  Senior tax accountant

  International tax senior. Compliance and M&A consulting for multinational companies.

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  Weatherford

  Oct 2007 - Jun 2015

  Senior manager domestic tax audits

  •Key tax personnel in four separate audit cycles. •Audit cycles were for multiple consolidated groups and multiple years concurrently.•Experience negotiating at Fast Track and Appeals.•Interacted with various members throughout the organization to gather and review information in order to submit written responses to IRS information document requests (IDRS) and Notices of Proposed Adjustments (NOPAS).•Interacted directly with the IRS team members to develop an open and effective working relationship•Established negotiating positions and resolutions of audit issues •Researched and documented support for corporate tax return filing position of tax issues and transactions•Determined the validity of IRS audit issue positions•Reported any known issues to heads of the functional groups within the tax department•Assisted in policy change for other departments including but not limited to HR and accounting after notifying of past issues that can be prevented in the future.•Assisted other members of the tax department as needed such as Tax Compliance and Special Projects.•Created a Share Point site for the maintenance of all audit related documents in 2008 and maintained it until departure. •Oversaw the training, daily work, and development of four staff; two of which were direct reports.•Co-led the Tax Records Management team which involved training of the entire tax department, writing and enacting policies and procedures and overseeing the proper maintenance of the tax departments’ hard copy files. Show less

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  Kbr, inc.

  Jul 2015 - Nov 2019

  Senior manager, domestic tax audits

  •Sole lead of all US audits including federal income tax, withholding, employment and excise.•Multiple tax years for each exam•Experience negotiating at Fast Track and Appeals.•Interacted with various members throughout the organization to gather and review information in order to submit written responses to IRS information document requests (IDRS) and Notices of Proposed Adjustments (NOPAS).•Interacted directly with the IRS team members to develop an open and effective working relationship•Established negotiating positions and resolutions of audit issues •Determined the validity of IRS audit issue positions•Assisted in policy change for other departments including but not limited to HR, payroll and accounting after notifying of past issues that can be prevented in the future.•Assisted other members of the tax department as needed•Managed the creation of a Share Point site for the maintenance of all tax related documents including workflows•Tax Records Management lead which includes overseeing the maintenance of all tax related hard copy files and reviewer and approver of prior tax related documents for destruction •BNA Tax Analyzer - entered 11 years of federal tax return data to be able to review RARs and run what if scenarios for management Show less

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  Opportune

  Nov 2019 - Jun 2020

  Director

  • Domestic Tax consultant – Assisted in leading a team of five staff in various tax compliance and tax consulting projects for small to mid-sized oil and gas companies• Business development – Created long-term value for the organization via customers and relationships and assisted the lead Managing Director in strategy sessions regarding the future of the tax department. • Tax Technology lead - Developed a Salesforce Tax Compliance application to monitor the workflow and document management of the tax compliance process. Implemented this application within the tax department and was the lead in a demo of the application to a potential client.• Tax Outsourcing Liaison – Worked with Opportune’s outsourcing department to start a relationship to begin to utilize the outsourcing department (100 people) to assist with tax return preparation.• Tax Executives Institute Speaker – Solo speaker at the February 2020 TEI tax school regarding Audit Considerations of the TCJA (Tax Cuts and Job Act)• Published the article: “The Evolution of Tax Technology” Show less

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  Internal revenue service

  Nov 2020 - Jan 2021

  Revenue agent
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  Bdo usa

  Jan 2021 - Nov 2023

  Tax senior manager

  • Federal and state tax consulting lead in the Core Tax Services Group • Managed federal, state, and international compliance and consulting for 20+ clients of various sizes in industries including Energy Resale, Engineering and Construction, Real Estate, Petrochemical Transportation, and Manufacturing

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  Dura software

  Nov 2023 - now

  Tax director

  Head of all tax operations both US and foreign reporting directly to the CFO.