
Mishkin Santa
Director of International Tax Advisory Services
Five Stone Tax Advisors
Austin, Texas, USA
Legal Services
Professional Summary
It is my passion to practice tax law. I zealously advocate and exhaust all administrative legal remedies to ensure the best possible outcome for my clients. I am devoutly committed to Circular 230 ethical best practices and regularly review new domestic and international tax law (code, regulations, court cases), foreign tax treaty changes, revenue procedures, revenue rulings, chief counsel advice and Internal Revenue Manual updates. I have bar certifications in Texas, Washington and United States Tax Court. I have a Master’s degree in Tax Law from Boston University. I have five years combined experience working for the IRS in Seattle and Dallas. Currently, I am serving as the Director of International Tax Advisory Services for Five Stone Tax Advisers in Austin, Texas.
Practice Areas:
1) Offshore Voluntary Disclosure Initiatives/Program
2) Forensic Analysis of Foreign Income and Assets, Reconstruction for IRS Compliance
3) Streamline Filing Compliance Procedures - Domestic and Foreign
4) FFI FATCA Payroll Consulting and Withholding Tax Assistance
5) Qualified Intermediary (Q.I.) Program Compliance
6) Anti-Money Laundering Act (AMLA) and Swiss Bank Code of Conduct (CDB)
7) Pre-Immigration and Expatriation Planning - Inbound/Outbound Transactions
9) Tax Treaty Planning and Compliance
10) Domestic Entity Planning/Fiduciary/Board of Directors Advisory Services
Practice Areas:
1) Offshore Voluntary Disclosure Initiatives/Program
2) Forensic Analysis of Foreign Income and Assets, Reconstruction for IRS Compliance
3) Streamline Filing Compliance Procedures - Domestic and Foreign
4) FFI FATCA Payroll Consulting and Withholding Tax Assistance
5) Qualified Intermediary (Q.I.) Program Compliance
6) Anti-Money Laundering Act (AMLA) and Swiss Bank Code of Conduct (CDB)
7) Pre-Immigration and Expatriation Planning - Inbound/Outbound Transactions
9) Tax Treaty Planning and Compliance
10) Domestic Entity Planning/Fiduciary/Board of Directors Advisory Services
Experience
Five Stone Tax Advisors
Austin, Texas, USA 78759
Austin, Texas, USA 78759
Director of International Tax Advisory Services
Legal Services
2012 - Present
The position of director breaks down into three distinct yet overlapping sub-parts. First, in regards to the staff of the fulfillment division, the expectation is that position has the responsibility of executing all managerial and administrative efforts within the department. Second, the position assumes the role of lead or senior attorney. This involves representation in the most complex tax controversy cases within the organization. Finally, the position dictates a role as an adviser on the senior management team (ex. lean process development and project management). The end goal is to develop an effective management loop that operates at a C-level viewpoint.
Director Responsibilities:
• Promote empirical creativity, scalability and sustainability while leading through change
• Prepare and maintain reports that track associate key performance indicators
• Align internal processes with company core values to maximize department productivity
• Assign and delegate cases in a modus that sets up each case for success
• Manage and control departmental expenditures within agreed budgets
• Review work product of the department to ensure best practices
• Manage and develop associate leadership within the department
• Network with departmental managers to facilitate organizational development
Director Responsibilities:
• Promote empirical creativity, scalability and sustainability while leading through change
• Prepare and maintain reports that track associate key performance indicators
• Align internal processes with company core values to maximize department productivity
• Assign and delegate cases in a modus that sets up each case for success
• Manage and control departmental expenditures within agreed budgets
• Review work product of the department to ensure best practices
• Manage and develop associate leadership within the department
• Network with departmental managers to facilitate organizational development
Education
LLM, Tax 2009
Boston University
Boston, Massachusetts, United States
JD, Tax 2008
Seattle University School of Law
Seattle, Washington, United States
Bar Admissions
Texas
Active
2009
Washington
Active
2009
United States Tax Court
Active
2010
Court Admissions
- United States Tax Court
- State of Texas
- State of Washington
Associations and Societies
- Member of the Swiss American Chamber of Commerce