Independent Tax Contractor & Consultant
My Services & Value Proposition
As a corporate tax contractor, I specialize in detailed, hands-on work as an individual contributor, allowing me to stay at the forefront of tax productivity and technology. I'm known for delivering accurate and on-time deliverables that are clean, logically organized, tightly referenced, and easy for reviewers to follow. My combination of skill, experience, high level of production, cost-effective rates, and ability to work with minimal direction offers significant value and flexibility to tax leaders.
I've been described as a "free safety" because I assist tax departments with a wide variety of projects on an as-needed basis. I enjoy this role because of the variety it offers and because working in dynamic environments provides constant opportunities to apply and enhance the insights I share in my books and CPE courses.
Below are examples of my accomplishments. For more information on my background and experience, please refer to my LinkedIn profile. The Rates page outlines how you can engage me for temporary assistance.
Tax Contractor | Tax Consultant - Representative Skills & Accomplishments
Here are examples of my work as an independent tax contractor for large companies, including a Fortune 500 firm.
- Developed foreign tax packages and statutory-to-GAAP reconciliation templates, accompanied by training videos, utilized by 50+ subsidiaries to streamline ASC 740 reporting compliance.
- Re-engineered and streamlined a complex Excel model for a $14B merger, ensuring audit readiness and facilitating a smooth transaction process.
- Combined Alteryx, Excel, and Hyperion (Smart View) to prepare an audit-ready SOX controls model, validating core elements of US international tax calculations for year-end provisions.
- Created numerous step plans for internal restructuring and external acquisitions, enhancing organizational efficiency.
- Developed accounting templates for step plans, including one for an internal transaction involving U.S. and foreign entities with journal entries exceeding $1B.
- Participated in a large-scale 5471/8858 tax compliance project using Corptax.
- Analyzed tax-related calculations and designed streamlined SOX procedures, improving efficiency, consistency, accuracy, and reviewability.
- Designed and prepared a tax reform-related cash equivalents calculation covering 100+ foreign entities and exceeding $1B.
- Completed one-off E&P computations for 100+ foreign entities in a single, cleanly prepared workbook.
- Responded to various tax compliance and planning needs, including external inquiries, IDRs, Big 4 audit requests, and other ad hoc projects.
These accomplishments demonstrate the following skills:
- Expertly use software tools (Excel, Alteryx, HFM's Smart View) and AI technologies (ChatGPT) to complete complex tax projects efficiently.
- Thorough understanding of financial accounting and the ability to extract, validate, and manipulate accounting data directly from the GL for tax compliance and planning purposes.
- Routinely communicate with internal corporate personnel (across departments and countries) and external advisors to obtain data and information, resolve technical issues, and overcome bottlenecks to achieve project goals.
For a summary of how to engage me and get the expert help you need, please visit my Rates page.
General Tax Consulting
While my primary focus is on long-term corporate tax contractor work, I am also open to shorter-term consulting projects as my schedule allows.