J. Derek Morgan
Athens,AL
Summary
Experienced International Tax Manager with a proven track record in optimizing cross-border tax strategies and compliance for multinational corporations. Demonstrates a strong ability to interpret complex tax laws, leading to significant cost reductions and enhanced process efficiency. Skilled in team leadership and development, with a focus on achieving organizational tax objectives.
Overview
19
19
years of professional experience
Work History
Senior International Tax Manager
Mowery & Schoenfeld, LLC
Chicago, IL
01.2023 - Current
- Ensured accuracy in international tax returns through meticulous review and analysis of financial statements and tax documents.
- Developed strategies for minimizing clients' global tax burden while adhering to applicable laws and regulations.
- Prepared complex tax returns for foreign entities in US market and US companies in multiple foreign markets.
- Served as the primary authority on international compliance, overseeing and approving relevant tax returns.
- Analyzed the impact of new or proposed legislation on international taxation issues.
- Advised clients on the proper interpretation of tax treaties between countries.
- Assisted in the preparation of corporate income tax provisions under ASC 740.
- Led in-house training on international taxation, enhancing team knowledge and expertise.
- Oversaw a team of 5 professionals, and continued to plan career advising and development for the team.
Senior Tax Manager/Associate Partner
RODL & Partner
Houston, Texas
08.2021 - 12.2022
- Oversaw compliance and tax consulting within Houston office
- Managed numerous projects, including multiple complex international organizations US and state tax obligations
- Responsible for oversight of foreign filings, including W-8 series, 5471, 5472, 8938, 8858, 8865, and other such filings
- Oversaw office staff from a remote environment and helped tutor and encourage them
- Responsible for offshore consulting and planning practice for the Houston office
- Involved strategic planning and structure of new practices within the U.S
- Primary strategy creator for outbound, restructuring of companies, planning for dividend withholding payments, and more related activities.
Tax Manager
Aviagen, Inc.
Huntsville, Alabama
10.2019 - 08.2021
- Responsible for group filing, providing completed data to outside CPA firm, review of final returns
- Responsible for 5471s, 5472s, 8865s, 8858s, GILTI, BEAT, and FDII computations and models
- Retained data for company R&D Tax Credit and provided computations to outside CPA Firm for including in tax returns
- Responsible for modeling tax changes impact in company, providing guidance on impact, tax computations and planning for repatriation from foreign subsidiaries
- Recommended methods for improving processes related to taxation matters.
- Assisted with related company obligations including review of protective 1120-F filings.
Tax Manager
BMSS, LLC
Huntsville, Alabama
01.2019 - 10.2019
- Responsible for filing all 1120-IC-DISC Returns
- Responsible for overseeing firm wide (4 offices) R&D Tax Credit Practice
- Huntsville subject matter expert for International Tax (See pre-merger)
- Manage numerous large partnership and corporate clients in all aspects, including Tax Provision and interaction with audit team.
Tax Manager
Hall Albright Garrison & Barnes, PC
Huntsville, Alabama
08.2010 - 01.2019
- Responsible for review and compliance of top 5% of firm Tax Clients
- Managed all international reporting aspects, including activities such as planning and restructuring a manufacturing group with facilities in China, Taiwan, Cayman Islands, Hong Kong, and the United States in a “D” reorganization to maximize benefits to shareholders
- Ensured US compliance for foreign subsidiaries in numerous countries
- Handled foreign interaction and U.S
- Incorporation of U.S
- Arms of German and Australian manufacturing companies
- Responsible for managing Corporate and Partnership returns, including interaction with Tax Provision for financial reporting aspects
- Directed the firm’s R&D Tax Credit practice, achieving average client savings of $50,000 after expenses.
Senior Tax Accountant
Warren Averett, LLC
Birmingham, Alabama
08.2005 - 08.2010
- Designed and implemented firm-wide policies including approach and workpapers for the IRC Section 199 Manufacturer’s Deduction
- Member of WAKM’s practitioner Prosystems FX Support Team
- Member of WAKM’s Technical Tax Team
- Responsible for preparing top level returns and designing response to challenging issues found during preparation
- Responsible for managing numerous large and small tax and accounting clients, including consolidated Corporations with net sales in excess of 2 billion.
Education
Master of Accountancy -
The University of Alabama
Tuscaloosa, AL08.2005
Bachelor of Science in Commerce and Business Administration - Accountancy, Minor in Economics
The University of Alabama
Tuscaloosa, AL05.2004
Skills
- Microsoft Office
- Prosystems FX Suite
- RIA FastTax and GoSystems RS Tax
- CCH, RIA, and BNA Research libraries
- IRS Tax Treaty Compendium
- Personnel Supervision
- Certified Public Accountant (CPA)
- Critical Thinking
- Decision-Making
- Employee Training Oversight
- Strategy Development
- Effective Communication
- Process Implementation
- Business development expertise
- Tax planning strategies
- Compliance Assessment
- Problem-solving abilities
Accomplishments
- Bronze Literary award for publications in International Tax.
- Published in Geneva Group International Alliance publications as well as Firm publications and LinkedIn Articles.
- Published Articles are available upon request.
Timeline
Senior International Tax Manager
Mowery & Schoenfeld, LLC
01.2023 - Current
Senior Tax Manager/Associate Partner
RODL & Partner
08.2021 - 12.2022
Tax Manager
Aviagen, Inc.
10.2019 - 08.2021
Tax Manager
BMSS, LLC
01.2019 - 10.2019
Tax Manager
Hall Albright Garrison & Barnes, PC
08.2010 - 01.2019
Senior Tax Accountant
Warren Averett, LLC
08.2005 - 08.2010
Master of Accountancy -
The University of Alabama
Bachelor of Science in Commerce and Business Administration - Accountancy, Minor in Economics
The University of Alabama
Affiliations
- Board of Directors, list available upon request.
- Professional Organizations, include: ASCPA, Southeast Region German-American Chamber of Commerce, and others.
- North Alabama area volleyball referee
References
Available Upon Request
References
Available Upon Request
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