Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joel Born

Kalamazoo,MI

Summary

Experienced leader with strong expertise in tax planning, compliance, income tax accounting and dispute resolution. Known for using a collaborative approach to guide teams, manage complex projects, and achieve strategic objectives. Valued for relationship building skills, reliability, analytical thinking, and exceptional problem-solving abilities.

Overview

29
29
years of professional experience

Work History

Tax Senior Manager, Core Tax Services

BDO
05.2025 - Current
  • Responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, and serving as the primary client contact for complex tax issues.
  • Ensure that clients comply will all applicable authorities with their tax filings. Conduct top level review of tax returns and involve specialists where appropriate. Identify complex issues to be researched by engagement team.
  • Train staff on complex tax issues. Supervise associates and senior associates on all projects. Review work product and provide feedback.

Senior Revenue Agent

Internal Revenue Service, LB&I
08.2007 - Current
  • Serve as the Senior Team Coordinator on the audits of multiple Fortune 500 corporations, leading teams which include Cross Border specialists, Economists, Engineers, Financial Products, local counsel and outside experts.
  • Serve as primary liaison to the taxpayer and establish a collaborative and relationship building approach to resolving issues and closing cases.
  • Use my expert knowledge to identify and review complex tax issues, including: M&A, repatriations, FTC usage, reorganizations, Subpart F, transfer pricing, TCJA issues, DPAD, R&E Credit and similar issues. Consult with National Office as deemed necessary.
  • Mentor co-workers, fostering a supportive learning environment and promoting professional growth.
  • Served as a Subject Matter Expert in the Corporate Income & Loss Issue Practice Group and provided technical assistance on inquiries pertaining to DPAD, Consolidated Tax Return and NOLs.
  • Was a member of the national Financial Statement Review team and used my expert knowledge to assist co-workers with their understanding of the information contained in the tax footnote and financial statements.
  • Also have experience with leading audits of medium / large taxpayers including closely held businesses, global manufacturers and distributors, banks, R&D companies, and software companies.

International Tax Manager

Whirlpool Corporation
02.2007 - 08.2007
  • Co-led a team that was responsible for modifying the worldwide tax expense calculation process, resulting in more efficiency and better communication across the finance organization.
  • Maintained and updated the uncertain tax position workpapers on a monthly basis.
  • Responsible for reviewing select Forms 5471, prepared portions of the foreign tax credit computation and the Subpart F inclusions.
  • Performed tax research pertaining to repatriation planning, impact of converting CFC’s into disregarded entities and Subpart F inclusion planning.

Federal Tax Manager

Stryker Corporation
03.2001 - 01.2007
  • Responsible for the preparation of the tax footnote for SEC filings. Coordinated the compiling and review of the worldwide consolidated quarterly, year-end and budget tax provisions.
  • Prepared and reviewed Forms 1120, 5471 and 8858 for select subsidiaries.
  • Trained and supervised staff accountants and interns in income tax accounting, tax research, return preparation and software tools. Reviewed their final work product.
  • Responsible for reviewing over sixty foreign tax returns before filing with local tax authorities.
  • Led tax planning projects which required the involvement of finance professionals located throughout the organization, including DPAD, M&E, fixed asset reclassifications, and E&P studies.

Senior Tax Consultant

Deloitte
10.1996 - 03.2001
  • Handled federal and state tax compliance, planning and controversy issues for corporations, partnerships and individuals.
  • The entities generally ranged in size from $5 million in sales to over $200 million in sales.
  • The clients were in a wide variety of industries, including manufacturing, hospitality, auto dealerships and professional services.
  • Supervised and trained staff accountants and interns in tax research and tax return preparation.

Education

Master of Science - Taxation

Grand Valley State University
Allendale, MI

Bachelor of Science - Accounting And Finance

Grand Valley State University
Allendale, MI

Skills

  • Tax Advisory and Planning Strategies
  • Relationship Building
  • Tax Dispute Resolution
  • Teamwork and Collaboration Focus
  • Tax Law Expertise
  • Superior Communication Skills
  • Tax Risk Evaluation
  • Detail-Oriented Planning
  • Income Tax Accounting
  • Analytical Problem Solving
  • Income Tax Compliance
  • Process Improvement Expertise

Timeline

Tax Senior Manager, Core Tax Services

BDO
05.2025 - Current

Senior Revenue Agent

Internal Revenue Service, LB&I
08.2007 - Current

International Tax Manager

Whirlpool Corporation
02.2007 - 08.2007

Federal Tax Manager

Stryker Corporation
03.2001 - 01.2007

Senior Tax Consultant

Deloitte
10.1996 - 03.2001

Master of Science - Taxation

Grand Valley State University

Bachelor of Science - Accounting And Finance

Grand Valley State University

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