Senior Tax Executive Leader in the financial tax community, respected for favorably solving for complex tax matters, securing rulings and handling novel situations. Recognized for maintaining positive relationships with governments and multiple stakeholders. Broad depth of knowledge in tax, finance and business. Demonstrated ability to recruit, train, develop and manage outstanding teams. BlackRock, Inc. New York, NY 2007-July 2022 Managing Director- Global Head of Tax (2007-2019) Global Head of Tax Policy & Innovation (2020-2022) Saved over $3 billion in income taxes while retaining ready access to overseas earnings by implementing a global, long-term strategic tax plan. Successfully resolved tax examinations, including addressing contentious and novel issues well within reserves and pursuing appeals and litigation, while maintaining constructive relationships with governments. Negotiated and obtained various favorable legislative changes, private rulings and incentive packages leading to savings of over $300m. Consistently generated revenue growth opportunities such as new product design (early developer of tax-efficient Exchange-Traded Funds), new product structuring (direct lending funds) and serving family office clients with a robust structural tax framework. Management Started and built a highly successful global Tax Department at BlackRock comprised of over 100 tax professionals, including a global 20+ person Alternatives tax team, along with an additional 20 person shared tax services staff. Recruited and developed a leading, diverse and inclusive tax team reflecting a focus on career development, strong communication skills, creativity and operational excellence. Recruited, supported and mentored future leaders both within tax and outside of tax. Communication Communicated highly technical tax subjects in a readily understandable manner to the company’s senior management, Board of Directors and Audit Committee and other firm-wide committees such as Product Executive, Global Product, Enterprise Risk Management, Corporate Capital and Corporate Controls. Developed effective and cooperative relationships with numerous stakeholders, businesses and functions. Drove at least 2-3 major projects each year to successful outcomes for all parties. Led and represented firm(s) before various government, regulatory and industry bodies to advance public policy objectives, including chairing industry tax committees, speaking at numerous panels and meetings with government officials. Extensive involvement, most recently, with US tax reform and guidance thereunder as well as OECD-led initiatives such as the Base Erosion and Profit Shifting and Digital Tax Services’ Pillars projects.
Certified Public Accountant (New York)
Professional Associations