Eli Global is a privately held international conglomerate with US and European insurance investments as well as other commercial interests. I was hired to oversee the tax aspects of the entire conglomerate while focusing on the insurance operations. In May of 2019 the US companies after ELI Global agreed to sell the primary insurance company and all the US insurance companies entered voluntary rehabilitation under the MI and NC DOIs it was decided that my services were no longer needed.

Overseaw tax organization formulating and implementing Universal American’s tax strategies. The emphasis is on minimizing the company’s tax expense without undue risk. Responsible for:1) all aspects of tax accounting including preparation of all financial statements; 2) all tax compliance on an enterprise-wide level (regional, country, and state); and 3) tax planning with the goal of improving tax efficiency reducing both the effective tax rate and cash taxes paid. Enterprise focus, ensuring that tax planning is global and aligning tax practices and policies with business processes and overall business strategies. Responsible for monitoring the company’s compliance with applicable tax laws; coordinating tax optimization with risk management and developing strategies and initiatives that result in significant, bottom-line impact.
Work closely with the financial team and business unit management, assisting them to develop and implement targeted tax planning strategies within their respective business units. Responsible for ensuring compliance and financial statement provisions while minimizing the overall effective tax rate. Responsible for managing all aspects of state and IRS examinations (LMSB), including implementation of preventative tax planning, implementation of proactive controversy management techniques and negotiations to ensure resolution of contested issues with the IRS examination team.

Managed tax needs of insurance and banking clients. Performed provision calculation and review, return preparation and review, succession planning, company and executive tax planning, IRS audit assistance, and mergers/acquisition tax planning.

Prepared and reviewed federal and state income, premium and franchise tax returns and statutory and GAAP income tax provisions. Supervised IRS audits and prepared partnership agreements for investment partnerships. Performed due diligence and contract review for acquisition candidates.

Performed tax consulting for all insurance clients in Texas and bordering states until two major clients were acquired

Responsible for Insurance and tax exempt clients in New York City office until graduation from NYU Law School with LLM.