Senior Tax Director Manager in Los Angeles CA Resume Jeanne McLaughlin by JeanneMcLaughlin

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									                                                JEANNE L MCLAUGHLIN
                                                    CPA, MBA, MBT
                                                         Cell (626) 710-7284
                                                    jlmclaughlin51@gmail.com

                                                            SUMMARY
Diversified tax management professional with over 15 years proven experience in leading the functions of federal, international
and state income tax compliance, tax audits, transfer pricing, ASC 740 tax provisions, tax research and planning strategies, and
sales/use/property tax. Strengths in building team cooperation, collaborative problem solving across departments (HR,
Accounting, Legal, Finance, and Operations), and ability to manage competing priorities. Excel at complex problem solving,
seek excellence in work products, and establish high standards for staff achievement and training.

                                                 AREAS OF EXPERTISE

Tax Management                           ASC 740 Tax Provisions                   U.S. Consolidated Returns
Multi-State Income Tax                   Tax Audit Defense                        Tax Research
Due Diligence Acquisitions               Tax Planning Strategies                  International Tax
Internal Control Procedures              Sales/Use/Property Tax                   Research Tax Credit

                                            PROFESSIONAL EXPERIENCE

KARL STORZ Endoscopy America, Inc., El Segundo, CA                                          1998 to September 2012
German owned medical device manufacturing and distribution company with global operations in excess of $1 billion.

Tax Director – Led full service tax department and team of eight tax professionals with respect to federal, international and
state income tax compliance (3,000 returns), transfer pricing, sales/use and property tax compliance and tax audits for 10
companies. Minimized effective tax rate by maximizing federal and state research and development tax credits and 9% domestic
production deduction. Responsible for ASC 740 tax provisions, FIN 48, German GAAP effective tax rate, Forms 5472’s,
minimizing permanent establishment risk, minimizing transfer pricing risk through royalty and R&D contract agreements
between U.S. and foreign manufacturing affiliates, dividend tax withholding according to U.S. - German and Swiss Tax Treaties,
Human Resources and employee tax matters, U.S. individual reporting of German owners, acquisitions, liquidations and tax
implications of restructuring operations.

        Achieved two “no change” federal tax audits including no changes to transfer pricing or research tax credits. Many no
        change state income and sales tax audits.
        Achieved over $1.2 million in cash tax savings with Cost Segregation Study performed for allocation of $39 million
        purchase price of building.
        Managed Tax Kaizen event which resolved sales/use tax data integrity and tax exemption certificate issues across
        functions. This resulted in fewer tax processing errors and better audit outcomes.
        Managed over 15 process improvements to enhance efficiency in preparation of tax provision and tax return calculations,
        increase organization of work papers and reduce outside tax consultant fees.
        Performed Congressional advocacy work regarding permanency of research tax credit and impact of 2.3% Medical
        Device Excise tax.

Tax Consultant, Los Angeles                                                                               1995-1997
Consultant to various Los Angeles Companies: Atlantic Richfield Company “ARCO”, ZERO Corporation and KARL STORZ.
Supported tax audit controversy lawyers in preparing protest and researching facts and relevant law regarding Libyan
expropriation loss and impact on foreign tax credit, formulated Section 263A position, implemented OneSource to bring federal
and state income tax compliance in house, and analyzed tax considerations of sending employees to/from Germany.

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ARCO, Los Angeles (acquired by British Petroleum 1995)                                              1978-1994
Fortune 100 company, over 50,000 employees, worldwide oil and gas production, chemical manufacturing and distribution.

Held various positions of increasing responsibility from Sr. Tax Accountant to Consultant/Advisor and Manager in the areas of
federal tax audit controversy, tax special projects, federal, international (including calculation of foreign tax credit return and
provision, Subpart F, Forms 5471’s) and state income tax compliance, and oil and gas partnership tax compliance. Directed
preparation of complex projects and tax returns.

        Managed and streamlined preparation and review of ARCO’s 12 volume, 3000 page U.S Consolidated income tax return
        in time to file 4 months early, so that company could receive $750 million dollar refund due to net operating loss carry
        back.
        Directed task force of 7-10 tax professionals to prepare over 300 state amended returns based on final IRS Revenue
        Agent Report.
        Supervised and streamlined completion of over 1000 IRS Information Document Requests for a 4-year IRS audit cycle
        in 2 years.
        Directed tax professionals and litigation support personnel in providing over 120,000 pages of responsive documents to
        an IRS summons regarding transfer pricing in a 3-month period.
        Successfully worked with IRS Financial Products Specialist Agent regarding hedging transactions which resulted in few
        tax adjustments.

                                         OTHER SIGNIFICANT EXPERIENCE

PriceWaterhouseCoopers Audits of small businesses, preparation of individual and corporation federal and state income tax
returns, and litigation support.

                                                   TECHNICAL SKILLS

ONESOURCE, RIA CHECKPOINT, EXCEL, SAP, WORD, POWERPOINT

                                                         EDUCATION

MBT, USC GPA 3.6

MBA, UCLA Anderson School of Management, Finance/Accounting GPA 3.8

        Top 10% of class, Beta Gamma Sigma Honorary Society, RC Baker Foundation Fellowship

BA, Stanford University, Honors Economics, GPA 3.5

        Honors upon completion of thesis on the economic development of China, Mabel Wilson Richard scholarship, spent six
        months studying at Stanford’s campus in Tours, France.

                                            PROFESSIONAL AFFILIATIONS

Member Tax Executives Institute, Los Angeles Chapter
Member AICPA Tax Division
CPA Licensed in California




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