Functional Skills

Accounting
Good Manufacturing Practice (GMP)
Sales and Operations Planning (S&OP)

Software Skills

SAP
Sharepoint
Oracle Database
Microsoft Office

Sector Experience

Manufacturing
Retail
Technology

Notable Clients

Github
Intuit
shutterfly
Trimble
Twilio
Fortune 500

Experience

Keurig Dr Pepper Accounting
TAX CONSULTANT
7/2024 - Present
• Respond to various audits, findings, questions, etc. by various states.
● PHALEN T: (831) /
VPTAX Inc. Finance
Tax Director
9/2016 - 2/2018
T: (831) /
● • Assist small & medium size companies tax research and compliance
• Sales and use tax audits in New York and California
VeriFone Systems Finance
Tax Director
10/2008 - 7/2011
• Worldwide tax provision
• Re-establish tax department after a material weakness
• SOX implementation, matrix, write up and audit procedures
• Successful IRS audit (No Change after appeal)
• Worthless stock deduction ($100 Million deduction)
• Several domestic and international acquisitions
• Implement international tax policies and procedures
• Transfer pricing
• Singapore tax holiday
First Solar Finance
VP Tax
1/2006 - 1/2008
• Worldwide tax provision
• Develop internal tax function
• IPO
• Establish International structure including 15-year Malaysian tax holiday
• Successful German tax audit
KLA-Tencor Finance
VP Tax
1/2005 - 1/2006
• Worldwide tax provision
• Expand foreign manufacturing with 15-year tax holiday (SG)
• Successful IRS and FTB multiyear audits
• Tax Provision
Plantronics, Inc. Finance
VP Tax, Customs, and Insurance
1/1997 - 1/2005
• Worldwide tax provision
• Successful IRS, FTB, California & UK tax audits
• 24 Customs ruling in the United States and Canada
• 10-year Dutch tax benefit ruling
• Transfer Pricing
Wyse Technology, Inc. Finance
Tax Direction
1/1987 - 1/1997
• Worldwide tax provision
• Develop internal tax function
• Taiwan IPO
• Numerous successful tax audits – domestic & international
● • First successful California property tax audit involving high tech equipment valuation