Christopher Allen, L.L.M., Esq.
Summary
Licensed Attorney with an L.L.M. in Taxation, specializing in State and Local Taxation as well as Federal Tax. Strong analytical, communication, and teamwork skills with a proven ability to adapt quickly to new environments. Eager to contribute to team success, further develop professional skills, and maintain a positive attitude towards continuous learning and growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Tax Manager – SALT Tax Credits & Incentives
RSM US, LLP
01.2023 - Current
- Meetings with various clients related to SALT tax credits & incentives
- Contacted and engaged new clients for SALT C&I projects
- Researched tax planning questions for various clients
- Researched available tax credits and incentives for various clients
- Drafted state R&D calculations and forms for various states
- Managed state R&D credit studies and assisted the federal team
- Assisted with federal and state tax controversy issues
- Lead four large client projects utilizing the NY 421-a program through completion
- Managed 4 to 6 people, depending on project size
- Created and presented tax credit and incentives presentations
- Worked with several clients on current incentive packages and compliance needs
- Created SALT credits and incentives team processes for the SE region
- Worked on various credits for job creation and capital investments in states across the U.S.
- Instructed new employees on use of BNA tax, CCH, PTMS, and Checkpoint Edge
- Drafted property tax calculations for large data centers for various jurisdictions
- Drafted 130 property tax returns in PTMS and classified data for new imports
- Lead business growth meetings with clients and secured new engagements
Tax Manager
Eide Bailly
01.2022 - 01.2023
- Meetings with various clients related to potential account method changes
- Researched federal and tax planning questions for various clients
- Research available tax credits and incentives for various clients
- Work closely with various tax teams on client issues
- Presented accounting methods and credit and incentives presentations
- Worked with several clients on current incentive packages and compliance needs
- Worked with various clients from high net-worth individuals to multibillion-dollar clients
- Created SALT credits and incentives team processes
- Worked with various tax teams including federal, SALT – income, property, sales, and credits & incentives
- Assisted various clients on IRS and State controversy issues
Tax Manager
The Mason Companies
01.2020 - 01.2022
- Drafted tax memos related to various topics
- Annually prepared more than 150 tax returns for high net-worth individuals of varying complexity in CCH
- Prepared 50+ business tax returns for clients
- Researched financial planning questions for various clients
- Set-up training and processes for new tax preparers/employees
- Researched and responded to federal and state notices for clients
- Assisted various clients and their businesses with various Federal and State controversy issues
- Assisted clients with tax credits and incentives at the individual and business level
- Drafted CARES Act memorandums to both clients and internal planners
- Attended and participated in planning and design meetings for clients
- Worked directly with clients on tax issues and in preparation of their returns
- State and local tax planning and tax controversy
- Drafted and submitted applications for tax credits and incentives for business clients
- Drafted and submitted personal property tax returns for business clients
- Completed compliance for tax credits and incentives for various clients
Tax Senior Manager – Property Tax and Credits and Incentives
Lidl US, LLC - German Retail Grocery Store Chain
11.2016 - 12.2019
- Worked on tax planning for credits and incentives, income franchise, and property tax
- Prepared and filed personal property tax returns for 120+ stores, HQ, and 3 warehouses
- Maintained compliance for all credits & incentives agreements
- Assisted in preparation and filing of federal and state tax returns
- Assisted the company in resolving Federal and State controversy issues
- Responded to state and Federal tax notices
- Assisted in requesting property tax re-assessments for sites
- Negotiated with state/local officials for discretionary incentives
- Implemented internal tax software
- Completed a cost segregation study for stores, HQ, and warehouses
- Experience with WOTC, Virginia Major Facilities Credit, VA Ports Grant, and the Virginia Real Property Investment Grant; Texas Ag exemption; energy incentives; and various other state/local programs
- Secured property tax abatements for various sites for HQ, distribution centers, and stores
- Created and implemented all processes related to tax credits and incentives
- Renegotiated prior incentives agreements as required
- Directed the credits & incentives and property tax team with 2 direct reports each
- Reviewed tax treaty for inbound transactions
- Researched R&D credits for new products and provided recommendations to the Board
- Researched the viability of solar/wind products for stores and the distributions centers
Senior – Indirect/State and Local Tax
Ernst & Young, LLP
04.2015 - 12.2016
- Researched and drafted BPOL refund position paper
- Wrote memorandums offering client advice
- Worked on tax controversy issues for various clients
- Assisted on a carve-out transaction of a Fortune 500 Client
- Worked on several cost segregation studies for various clients
- Helped secure tax credits and incentives for inbound German and Chinese inbound clients
- Assisted clients with various state and federal topics
- Fortune 100 and 500 clients in various industries including: government contractors, retail organizations, medical companies; financial institutions; foreign inbound clients; and technology companies
- Assisted various clients in securing statutory and discretionary tax credits and incentives
- Assisted various clients with compliance for tax credits and incentives
Legal Extern for the Honorable Judge Elizabeth Crewson Paris
United States Tax Court
01.2015 - 06.2015
- Researched federal tax topics for court cases
- Researched and drafted a summary judgment and court opinion
Associate Extern
Office of the Chief Financial Officer, D.C. Office of Tax and Revenue
08.2014 - 01.2015
- Researched state and local tax issues and wrote memorandums
- Worked on research projects for staff attorneys
Education
Master of Laws in Taxation - Certificate in State and Local Taxation
Georgetown University Law Center
05.2015
Juris Doctor - undefined
University of the District of Columbia - David A. Clarke School of Law
05.2014
Bachelor of Arts - History
University of Nevada at Las Vegas
Las Vegas, Nevada12.2010
Skills
- Tax consulting expertise
- Tax efficiency enhancement
- Tax law analysis
- Tax compliance knowledge
- Tax software mastery
- Tax research
- Personnel supervision
- Tax controversy resolution
- Indirect tax management
- Tax credit utilization
- Tax professional development
- State and local tax
- Tax incentive identification
Section name
References and additional employment history available upon request.
Certification
- Licensed Attorney - D.C. - 2016
Languages
English
Native or Bilingual
Timeline
Tax Manager – SALT Tax Credits & Incentives
RSM US, LLP
01.2023 - Current
Tax Manager
Eide Bailly
01.2022 - 01.2023
Tax Manager
The Mason Companies
01.2020 - 01.2022
Tax Senior Manager – Property Tax and Credits and Incentives
Lidl US, LLC - German Retail Grocery Store Chain
11.2016 - 12.2019
Senior – Indirect/State and Local Tax
Ernst & Young, LLP
04.2015 - 12.2016
Legal Extern for the Honorable Judge Elizabeth Crewson Paris
United States Tax Court
01.2015 - 06.2015
Associate Extern
Office of the Chief Financial Officer, D.C. Office of Tax and Revenue
08.2014 - 01.2015
Juris Doctor - undefined
University of the District of Columbia - David A. Clarke School of Law
Bachelor of Arts - History
University of Nevada at Las Vegas
Master of Laws in Taxation - Certificate in State and Local Taxation
Georgetown University Law Center
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