Senior Tax Director Manager in Los Angeles CA Resume Jeanne McLaughlin
Jeanne McLaughlin is a 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. She is open to relocating to Northern CA for the right opportunity.
JEANNE L MCLAUGHLIN CPA, MBA, MBT Cell (626) 710-7284 email@example.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. 1 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 2