Jonathan R. Shakarisaz
Houston,TX
Summary
Accomplished Tax Attorney with expertise in international corporate tax planning, private wealth management, and transfer pricing. Led large-scale cross-border compliance engagements and cultivated strong corporate client relationships while mentoring associate cohorts. Delivered strategic tax advice, identified potential liabilities, and achieved favorable outcomes in IRS audits, enhancing clients' understanding of complex tax matters.
Overview
3
3
years of post-secondary education
13
13
years of professional experience
Work History
Senior Associate, International Tax & Quantitative Service Technology (QST)
PwC
Houston, TX
09.2021 - 05.2025
- Client Engagement & Advisory: Engaged Fortune 500 corporate executives and high-net-worth individuals; translated complex tax provisions and aligned tax strategies with client commercial goals through managed deliverable presentations.
- Strategic Advisory: Advised multinational enterprises and private wealth clients on inbound and outbound cross-border tax planning, structural restructuring, and post-acquisition integration.
- Transaction Tax Diligence: Conducted tax due diligence reviews and quantitative asset risk modeling for high-profile corporate acquisitions, evaluating latent tax exposure variables.
- International Tax Compliance: Directed global compliance routines, certifying complex IRS Forms 5471, 8858, and 8865 for premier asset management funds and corporate networks while ensuring adherence to regulatory standards.
- Advanced Quantitative Modeling: Modeled TCJA provisions (GLITI, Subpart F, FTC, FDII) using engineered Excel modeling environments and Thomson Reuters ONESOURCE modules to support strategic tax planning.
- Team Leadership & Mentorship: Supervised, mentored, and trained junior associates on technical international tax frameworks, corporate consulting workflows, and database mechanics, increasing team output efficiency.
- Legal Analysis & Research: Executed thorough technical tax research, legal writing, and commercial contract reviews to backstop structural cross-border planning schemes and transaction legal defense paths.
- (Promoted to Senior Associate May 2024 following internal transfer from QST Associate role)
Tax Attorney / Consultant
Independent Tax Consultant & Attorney
Houston, TX
05.2020 - 09.2021
- Tax Controversy: Consult for outside law and accounting firms on high-stakes tax controversy cases, developing defense strategies, audit preparations, and legal memoranda.
- Advised corporate, small business, and private wealth clients on S-Corp valuations and wealth management strategies, enhancing their tax planning and compliance.
- Structured and drafted real estate transaction documents, ensuring tax-efficient asset allocations and adherence to regulatory requirements, facilitating successful transactions.
Escrow Officer / Closer / Auditor
Chesmar Homes & NTI
Houston, TX
12.2016 - 02.2019
- Closing & Funding: Processed closing document packages, certified deeds, managed loan funding distribution runs, issued title coverage policies to ensure compliance and accuracy.
- Managed escrow files for Chesmar Homes and NTI home closings.
- Organized and maintained escrow files for home closings at Chesmar Homes and NTI, ensuring accurate documentation.
- Coordinated lenders, agents, builders, and buyers through closing requirements.
- Audit Support: Developed data tracking arrays for corporate controllers supporting annual fiscal audits; managed local real property tax allocations and HOA fees for home asset portfolios to maintain financial integrity.
Inventory & Logistics Director
Walks of Italy
Austin, TX / NYC / Rome
01.2015 - 10.2016
- Authored procurement criteria and automated rules engines in proprietary database platforms, managing a $3M+ annual distribution budget.
- Structured international vendor contracts and negotiated product distribution margins, enhancing partnerships with global online platform partners.
- Directed tour operations, itinerary planning, and guest experience across Walks of Italy experiences.
- Led partnerships with local guides, venues, and travel vendors for seamless tours.
- Oversaw booking workflows, reservations, and scheduling across multiple Italian destinations.
Managing Partner / Director of R&D
Whitestar Mfg. / Kept, L.L.C.
Austin, TX
05.2012 - 12.2014
- Pioneered rapid manufacturing runs for client projects showcased on ABC's Shark Tank (Season 4), increasing international market visibility through coverage by Business Insider.
- Directed manufacturing and holding-company operations for Whitestar Mfg. and Kept, L.L.C.
- Led strategic planning across production, finance, and business development.
- Managed partner relations and aligned priorities with ownership goals.
- Structured multi-tiered vendor lines of operational credit and coordinated multi-season commercial inventory budgets to optimize financial resources.
Education
LL.M. - Taxation
University of Florida Levin College of Law
Gainesville, FLJuris Doctor -
South Texas College of Law
Houston, TXBachelor of Science -
University of Texas
Austin, TX 08.2009 - 05.2012
Skills
- Core Tax Capabilities: International Tax Planning, Transaction Diligence, Project Management, Client Relationship Management, Transfer Pricing, Corporate Tax Advisory, Associate Mentoring
- Corporate Tax Advisory
- Data Automation & Code: Python, SQL, Alteryx, Tableau, R, BlueJ
- Languages: Italian (Conversational), Spanish (Basic)
- Thomson Reuters ONESOURCE
- Project Management
- Analytical skills
- Client Relationship Management
- Associate Mentoring
- Due diligence
- Languages: Italian (Conversational)
- Spanish (Basic)
- Project management
- Pricing analysis
Affiliations
State Bar of Texas (#24118528) | Admitted April 2020 | Active / Good Standing
Timeline
Senior Associate, International Tax & Quantitative Service Technology (QST)
PwC
09.2021 - 05.2025
Tax Attorney / Consultant
Independent Tax Consultant & Attorney
05.2020 - 09.2021
Escrow Officer / Closer / Auditor
Chesmar Homes & NTI
12.2016 - 02.2019
Inventory & Logistics Director
Walks of Italy
01.2015 - 10.2016
Managing Partner / Director of R&D
Whitestar Mfg. / Kept, L.L.C.
05.2012 - 12.2014
Bachelor of Science -
University of Texas
08.2009 - 05.2012
LL.M. - Taxation
University of Florida Levin College of Law
Juris Doctor -
South Texas College of Law