Grant Thornton (US)

• Address, research, and consult on complex GIT technical issues for a variety of clients
• Collaborate with WNTO leaders and staff and work closely with Tax Solution Families on identifying risk management issues
• Review documentation and computations for client projects including voluntary disclosure agreements, nexus studies, taxability matrices, and transaction related analysis
• Prepare written tax advice on GIT matters
• Track new developments from state and local jurisdictions with an emphasis on covering GIT issues
• Support Firm-wide and external training to enhance the knowledge of Firm professionals and clients in GIT matters
• Develop tools that will be utilized by the Firm to provide quality service to clients

Global Indirect Tax Director

• Manage, develop, train, and mentor Mangers, Senior Associates, and Staff on M&A projects and assess performance for engagement and year-end reviews
• Maintain active communication during engagement to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively and efficiently
• Work closely with our Transaction Services colleagues, focusing on the tax aspects of mergers and acquisitions and other transactions-related work
• Assist in conducting buy-side and sell-side tax due diligence, advising on tax efficient acquisitions and divestments, advising clients on tax efficient restructurings, reviewing taxes in financial models, and reviewing transaction documents
• Be involved in researching tax issues, preparing written communication in a succinct and deal-driven manner, helping clients with responses to tax authorities, and assisting clients in strategizing on the tax aspects of the transactions
• Assist Directors on project development, client pursuit initiatives and the management of priority accounts
• Perform analysis of a client’s tax attributes surrounding certain business events including tax basis of assets and stock, tax accounting for M&A driven transaction costs and corporate earnings and profits
• Perform detailed analyses of net operating loss/tax credit carry forward limitations pursuant to IRC Section 382 for both private and public clients
• Other duties as assigned

Transaction Tax Director

• Supervising the efforts of multiple client services teams on client engagements; planning, executing, directing, and completing tax projects in a wide variety of industries; providing innovative tax planning, consulting, and compliance expertise to clients; marketing, selling, designing, and implementing tax-planning strategies for clients and managing to budget
• Support the growth and profitability of the firm by leveraging your external network and achieving sales and revenue targets, including identifying and capitalizing on opportunities to sell services to existing and potential clients
• Participate in business development activities and other professional industry or community events to enhance your own and the firm’s brand
• Effectively managing engagement fundamentals (i.e., realization, utilization, leverage, accounts receivable, expenses)
• Managing, developing, training, and mentoring staff on tax projects and assessing performance for engagement and year-end reviews
• Conducting primary and secondary review of complicated or complex tax returns prepared by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities
• Conducting primary and secondary review of ASC 740 income tax provision engagements
• Researching and consulting on various tax matters
• Maintaining a good working relationship with clients as the primary service team contact and working effectively with client management and staff at all levels to gather information and perform tax services
• Gaining an understanding of client operations, processes, and business objectives, and utilizing that knowledge on engagements
• Attending professional development and training sessions on a regular basis
• Adhering to the highest degree of professional standards and strict client confidentiality
• Other duties as assigned

Corporate Tax Director

• Serve as the Project Manager on assigned third-party tax software implementations
• Manage assigned system integration projects that involve major ERP and billing systems
• Requirements analysis and design for indirect tax software implementations
• Manage programming for custom system interfaces and modification of preexisting interfaces
• Manage testing and support of assigned system go-live projects
• Develop and deliver key project documentation including requirements documents, design documents, and test plans
• Help develop and lead staff to enable them to perform core project activities
• Participate in Sales meetings and Proposal Development meetings
• Network and develop key relationships both within Grant Thornton and externally

Global Indirect Tax Automation Manager – Tax Technology

• Demonstrating and maintaining technical expertise in Partnership (Subchapter K) tax
• Providing technical training and thought leadership in Partnership (Subchapter K) tax
• Collaborating with leadership and staff, consulting on tax-efficient structuring
• Preparing technical memoranda on partnership transactions and operational matters
• Supporting thought leadership efforts and marketing programs
• Engaging in productive interaction with leadership and peers

Senior Associate, Partnership Tax

Solutions Engineer

• Assist in full life cycle implementations including planning, design, & build phases
• Responsible for documenting business requirements, system design and transformational goals
• Configure applications and conduct iterative unit testing
• Help to create training materials and quick reference guides to support user adoption
• Conduct training classes to prepare end users for deployment
• Provide post-production support
• Participate in full life cycle implementations
• Assist in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures
• Meet or exceed targeted billing hours (utilization)
• Other duties as assigned

Transformation – OneStream Solution Architect

• Overseeing efforts of multiple client services teams on client engagements; plan, execute, direct, and complete international expatriate services projects in a variety of industries.
• Provide innovative tax planning, consulting, and compliance expertise to clients.
• Market, sell, design, and implement tax-planning strategies for clients and manage to budget.
• Overseeing delivery of international expatriate tax services; advise U.S. and foreign-based multinational companies on the tax implications of their global workforce.
• Consulting with clients on structuring of international assignments, minimizing tax burdens.
• Managing, developing, training, and mentoring staff on tax projects; assessing performance for engagement and year-end reviews.
• Conducting primary and secondary review of individual tax returns; coordinate global tax compliance services for clients.
• Facilitating client understanding of international tax development implications.
• Other duties as assigned.

Global Mobility Services Tax Manager

Financial Planning and Analysis

• Perform in buy-side and sell-side transaction advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders.
• Help organizations realize the potential of mergers, acquisitions, and divestitures as well as various transactions within the capital markets.
• Perform financial due diligence on key areas of the Income Statement and Balance Sheet.
• Formulate questions and propose basic adjustments based on the identification of key risks and business drivers.
• Lead analysis on key operational data, net working capital, debt, and debt-like items.
• Lead initial drafts of reports (including Quality of Earnings reports) for clients that highlight the key financial findings of potential investments as well as the drivers behind sustainable profits and cash flows.
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements.
• Team with partners and senior managers on proposals and business development calls.
• Meet or exceed targeted billing hours (utilization).
• Supervise, train and mentor associates.
• Assess performance of associates for engagement and year-end reviews.
• Other duties as assigned.

Senior Financial Due Diligence Associate

• Perform in buy-side and sell-side transaction advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders.
• Help organizations realize the potential of mergers, acquisitions, and divestitures as well as various transactions within the capital markets.
• Perform financial due diligence on key areas of the Income Statement and Balance Sheet.
• Formulate questions and propose basic adjustments based on the identification of key risks and business drivers.
• Lead analysis on key operational data, net working capital, debt, and debt-like items.
• Lead initial drafts of reports (including Quality of Earnings reports) for clients that highlight the key financial findings of potential investments as well as the drivers behind sustainable profits and cash flows.
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements.
• Team with partners and senior managers on proposals and business development calls.
• Meet or exceed targeted billing hours (utilization).
• Supervise, train and mentor associates.
• Assess performance of associates for engagement and year-end reviews.

• Lead buy-side and sell-side transactions for our client base which includes corporate clients, private equity groups and commercial lenders
• Manage engagements throughout the transaction lifecycle and coordinate other Grant Thornton capabilities by leveraging the expertise of other service lines, cross-functional teams, and international colleagues as needed
• Serve as the day-to-day point person on engagements; lead meetings and calls with clients and target management
• Plan, execute, direct and complete financial due diligence for financial and strategic buyers across a variety of industries
• Examine & analyze client data to identify key trends, quality of earnings adjustments and net working capital impacts
• Draft reports to socialize our findings around quality of earnings, net working capital and business performance including insights around the key financial and business issues in a transaction
• Manage client expectations concerning timing, progress, deliverables, deadlines, and lead change efforts effectively
• Develop and maintain strong client relationships
• Manage business development activities, such as proposals, account teams, whitepapers, conferences, and/or other thought leadership material
• Work closely with engagement teams and partners to promptly identify and resolve client problems or issues
• Meet or exceed sales targets for new and follow-on work
• Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
• Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
• Interview campus and/or experienced candidates

Financial Due Diligence Director

• Lead buy-side and sell-side transactions for our client base which includes corporate clients, private equity groups and commercial lenders
• Manage engagements throughout the transaction lifecycle and coordinate other Grant Thornton capabilities by leveraging the expertise of other service lines, cross-functional teams, and international colleagues as needed
• Serve as the day-to-day point person on engagements; lead meetings and calls with clients and target management
• Plan, execute, direct and complete financial due diligence for financial and strategic buyers across a variety of industries
• Examine & analyze client data to identify key trends, quality of earnings adjustments and net working capital impacts
• Draft reports to socialize our findings around quality of earnings, net working capital and business performance including insights around the key financial and business issues in a transaction
• Manage client expectations concerning timing, progress, deliverables, deadlines, and lead change efforts effectively
• Develop and maintain strong client relationships
• Manage business development activities, such as proposals, account teams, whitepapers, conferences, and/or other thought leadership material
• Work closely with engagement teams and partners to promptly identify and resolve client problems or issues
• Meet or exceed sales targets for new and follow-on work
• Meet or exceed targeted billing hours (utilization)
• Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
• Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
• Motivate others to perform at maximum efficiency without sacrificing quality of the services delivered
• Interview campus and/or experienced candidates
• Other duties as assigned

• Lead buy-side and sell-side transactions for corporate clients, private equity groups and commercial lenders
• Manage engagements throughout the transaction lifecycle
• Serve as the day-to-day point person on engagements
• Plan, execute, direct and complete financial due diligence for buyers across various industries
• Draft reports around quality of earnings and business performance
• Develop and maintain strong client relationships
• Manage business development activities

• Preparing Excel spreadsheets to demonstrate the application of key corporate tax concepts
• Assist with providing tax consulting services to a full range of clients, including major multinational clients on a national level
• Work closely with tax professionals in other offices of Grant Thornton to provide subject matter support in the area of accounting methods and credits
• Partner with local office teams on delivery of complex tax issues for their clients
• Collaborate with other practice groups in WNTO and work with Grant Thornton International member firms
• Conduct tax research necessary to support and substantiate tax advice; evaluate the technical merits of tax positions
• Assist with the preparation and review of various deliverables, including memorandums, opinions, private letter ruling requests, training materials, and thought leadership; help with the development of internal and external presentations
• Develop specialization in an area of U.S. taxation, specifically Credits and Incentives (Energy Credits and R&D), and Accounting Methods
• Supporting efforts to enhance quality and integrate AI-enabled capabilities into our workflows

Global Indirect Tax Director

Transaction Tax Director

Corporate Tax Director

Corporate Tax Director

Global Indirect Tax Automation Manager – Tax Technology

Senior Associate, Partnership Tax

Transformation – OneStream Solution Architect

Global Mobility Services Tax Manager

Senior Financial Due Diligence Associate

Senior Financial Due Diligence Associate

Senior Financial Due Diligence Associate

Financial Due Diligence Director

Financial Due Diligence Director

Financial Due Diligence Director

Tax Manager – Methods, Credits & Incentives