Contact Us
William M. Smith
William M. Smith Tax Consulting
Havertown, Pennsylvania, USA
Professional Summary
Experienced Tax Attorney/CPA with over 20 years in Big 4, major national/regional public accounting firms and Fortune 500 corporations. Particular expertise in tax planning, minimization and strategy with emphasis on international tax issues. Exceptionally strong research skills, well-developed managerial and coaching abilities and advanced technical acumen.
Learn More
Languages
- English
Social Media
Experience
William M. Smith Tax Consulting
Havertown, Pennsylvania, USA 19083
Havertown, Pennsylvania, USA 19083
2008 - Present
• Executed and concluded the year-end global tax provision process effectively and efficiently while serving as Interim Tax Director for a $600 million global management consulting firm, which included subsidiaries in 48 foreign countries. Reviewed, analyzed and adjusted the recorded tax accounts for foreign subsidiaries and consolidated with the U.S. tax provision.
• Performed as Manager of Tax Services for a top 15 public accounting firm and provided the following services: Advised client management on federal, state and international tax planning for corporate clients including acquisitions and new company formations, restructurings, federal and state tax planning; Managed and reviewed international tax compliance for corporate clients including foreign tax credit (Form 1118), Subpart F/Section 956, Forms 5471, 5472, 8865, 8858; Managed and reviewed domestic tax compliance for corporate clients including federal consolidated and multiple state and local tax returns including technical analysis; Performed SFAS 109 (ASC 740, FIN 48) tax provision reviews for audit clients of US federal, state and foreign country tax provisions, including uncertain tax positions and footnote disclosures.
• Accomplished various tax assignments while acting as Interim Tax Director for a $6 billion international company performing tree pruning services including preparation and completion of year-end SFAS 109 (FASB ASC Topic 740)
• Performed as Manager of Tax Services for a top 15 public accounting firm and provided the following services: Advised client management on federal, state and international tax planning for corporate clients including acquisitions and new company formations, restructurings, federal and state tax planning; Managed and reviewed international tax compliance for corporate clients including foreign tax credit (Form 1118), Subpart F/Section 956, Forms 5471, 5472, 8865, 8858; Managed and reviewed domestic tax compliance for corporate clients including federal consolidated and multiple state and local tax returns including technical analysis; Performed SFAS 109 (ASC 740, FIN 48) tax provision reviews for audit clients of US federal, state and foreign country tax provisions, including uncertain tax positions and footnote disclosures.
• Accomplished various tax assignments while acting as Interim Tax Director for a $6 billion international company performing tree pruning services including preparation and completion of year-end SFAS 109 (FASB ASC Topic 740)
Ernst & Young LLP
Philadelphia, Pennsylvania, USA 19103
Philadelphia, Pennsylvania, USA 19103
Public Accounting Firm - Big Four
2005 - 2008
• Directed US international tax planning and consulting projects for outbound and inbound clients.
• Advised on cross-border and foreign corporate restructurings and transactions, foreign tax credit planning, Subpart F/Section 956 planning, transfer pricing, foreign earnings and profits analyses.
• Coordinated foreign tax planning with foreign desks and foreign offices.
• Performed US international tax compliance including foreign tax credit (Form 1118), Subpart F/Section 956, ETI (Form 8873), foreign subsidiary E&P and tax pools, managed foreign information returns (Forms 5471, 5472, 8865, 8858) and Form 1120-F.
• Performed year-end audits and interim reviews of international aspects of GAAP (FASB ASC Topic 740, SFAS 109, FIN 48) and IFRS income tax accounts.
• Advised on cross-border and foreign corporate restructurings and transactions, foreign tax credit planning, Subpart F/Section 956 planning, transfer pricing, foreign earnings and profits analyses.
• Coordinated foreign tax planning with foreign desks and foreign offices.
• Performed US international tax compliance including foreign tax credit (Form 1118), Subpart F/Section 956, ETI (Form 8873), foreign subsidiary E&P and tax pools, managed foreign information returns (Forms 5471, 5472, 8865, 8858) and Form 1120-F.
• Performed year-end audits and interim reviews of international aspects of GAAP (FASB ASC Topic 740, SFAS 109, FIN 48) and IFRS income tax accounts.
PricewaterhouseCoopers LLP
Philadelphia, Pennsylvania, USA 19103
Philadelphia, Pennsylvania, USA 19103
Public Accounting Firm - Big Four
2002 - 2005
• Managed large business tax compliance projects including technical review of large consolidated federal tax returns, multi-state returns and partnership returns and supervision of staff.
• Identified, strategized and resolved tax technical issues for large corporations and partnerships.
• Identified, strategized and resolved tax technical issues for large corporations and partnerships.
Education
LLM, Taxation 1989
Temple University Beasley School of Law
Philadelphia, Pennsylvania, United States
Penn State Tax Conference Scholarship.
JD1984
Villanova University School of Law
Villanova, Pennsylvania, United States
Concentration in Tax Law.
BS, Accounting 1978
Temple University
Philadelphia, Pennsylvania, United States
Dean’s List 2 Semesters, Beta Alpha Psi (honorary accounting society).
Professional Certifications
Certified Public Accountant(CPA)
Pennsylvania
Active
Bar Admissions
Pennsylvania
1984
Disctrict of Columbia
1984
New Jersey
1989
Court Admissions
- Court of Appeals
- Federal District Court
- United States Tax Court
Associations and Societies
- Tax Executives Institute
- American Institute of Certified Public Accountants (Tax Division)
- Pennsylvania Institute of Certified Public Accountants
- American Bar Association (Tax Section)
- Pennsylvania Bar Association (Tax Section)
- Philadelphia Bar Association (Tax Section)