Senior U.S. Tax Executive for New Flyer Industries Inc. (TSX:NFI) the largest transit bus and motor coach manufacturer and parts distributor in North America with over $2B in revenue and 5,000 employees.

• Prepared U.S. consolidated return, 60 plus SALT returns, several accounting method changes and elections.
• Provided technical expertise to merger and acquisitions for asset, stock and deemed asset acquisitions as well as frequent internal reorganization.
• International tax expertise including foreign tax credits, OFL, Sec. 956, 987, 988 involving Canadian parent, foreign subsidiaries and branches.
• Implemented strong information reporting and FATCA processes.
• Identified tax savings/tax risk of over $50M while employed at New Flyer

Federal Tax Director for 6th largest accounting firm
• Oversee tax services for various public and private companies with multi-state and international operations
• Directed Midwest Region's Financial Institutions tax practice (including Chicago)
• Lead FIN 48 implementation and reviewed tax provisions for public and private companies
• Member of GT National Tax Office team for Sec. 382 studies
• Presented several training sessions in-house and externally (law firm, Bank Tax Institute)
• Represented numerous corporate clients through IRS examinations and appeal processes as well as state tax audits
• Grew firm revenues by expanding existing client services as well as new business
• Chaired Tax Quality Task Force
• Directed due diligence projects for both buyers and sellers in M&A transactions

Taught accounting and tax evening classes

Tax Partner for 5th largest accounting firm
• Managed tax practice including tax planning and compliance for middle market client base
• Directed financial institutions tax practice
• Executed planning strategies and reviewed tax returns for C corporations, S corporations, LLC's, partnerships and executives
• Headed recruiting for office's experienced and new hires
• Conducted tax seminars to various organizations

Tax Partner in large local CPA firm (150 employees)
• Oversaw firm's financial institution's tax practice
• Reviewed tax provisions and returns for public and private companies
• Developed tax planning strategies for clients including debt restructuring
• Prepared financial forecast for high tech company
• Headed firm's in-house tax continuing education and wrote articles for firm and external pubs
• Conducted external and internal seminars on LLC's, year-end tax strategies, S corporations, earnings and profits

• Oversaw tax department for national brokerage public company including compliance for large consolidated federal returns and 45 states
• Provided tax guidance to corporate finance department, reporting compliance area and advisors
• Created product documents featuring tax advantages
• Conducted training sessions for brokers regarding tax issues for products
• Prepared UBTI returns IRA customers
• Passed General Securities Representative Examination Series 7 exam