Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nicholas Martin

Tempe

Summary

Dynamic Tax Director with extensive experience at Armanino Advisory LLC, specializing in tax planning and compliance for private equity funds. Proven track record in team management and technical leadership, successfully advising clients on complex tax strategies and enhancing tax software solutions. Passionate about training and developing talent in the tax field.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Tax Director - Alternative Investments

Armanino Advisory LLC
Tempe
12.2023 - Current
  • Work with private equity funds, primarily buyout funds and early sponsors, to provide specially tailored tax advice concerning those sectors of private equity.
  • Ensured timely completion of all necessary forms required by government agencies relating to taxation matters.
  • Conducted training sessions with staff members on topics related to taxation law.
  • Advised clients on tax and financial statement impacts for potential acquisitions.
  • Advised clients on the tax and financial statement impacts of sales of assets.
  • Monitored distribution calculations as they relate to the distribution waterfall for various levels of investors, and provided timely withholding and tax distribution recommendations to CFOs and other interested parties.
  • Managed a team of 10, ensuring the timely preparation of tax estimates and tax returns.
  • Served as a technical leader on topics related to Section 743(b) basis adjustments and Section 704(c) allocations.
  • Assisted in the development of tax return and workpaper software solutions with the internal tax applications department.

Senior Tax Manager - Alternative Investments

BDO USA
Tempe
02.2023 - 12.2023
  • Served as a technical reviewer on engagements with differing levels of complexity.
  • Managed a team of eight in the timely filing of state and federal partnership and corporate tax returns.
  • Served as a technical resource on IRC Section 163(j), as it relates to partnership tax returns.
  • Served as a technical resource for private credit funds and the unique tax issues facing sponsors of third-party debt.

Tax Manager - Financial Services

RSM US LLP
Chicago
02.2022 - 02.2023
  • Provided technical advice to clients regarding complex transactions involving taxation.
  • Managed a team of 10 in the timely preparation of tax estimates and tax returns for partnerships and corporations.
  • Served as a resource on IRC Section 163(j) and Section 199A for the Alternative Investment team.
  • Worked with a wide variety of private equity and venture capital funds located throughout the globe. Focusing mainly on buyout funds, but also on SBA investors.
  • Worked to develop internal tax software solutions specifically related to private equity funds.
  • Worked on complex state and local tax issues affecting private equity funds.

Senior Tax Manager

CBIZ MHM
Phoenix
09.2021 - 02.2022
  • Ensured timely filing of all applicable taxes according to established deadlines.
  • Designed and implemented effective tax planning strategies for high net worth individuals.
  • Served as a technical resource concerning GILTI tax provisions and how they affect individuals, partnerships, and corporations.
  • Served as a detail and technical reviewer of ASC 740 provisions, as well as Consolidated C Corporation returns.
  • Drafted a tax memorandum to support tax positions taken on the federal tax returns, reporting a tax provision pursuant to ASC 740.

Tax Manager - NASC

RSM US LLP
Tempe
02.2020 - 09.2021
  • Trained staff members in proper procedures for filing returns and preparing documents required by regulatory agencies.
  • Assessed the accuracy of calculations used in preparing returns.
  • Lead a team of 15 team members in the preparation of tax returns concerning partnerships, C corporations, UHNW individuals, family offices, and trust tax returns.
  • Served as a subject matter expert and liaison with the national Private Equity tax group.

Senior Tax Accountant

Viad Corp
Phoenix
06.2019 - 02.2020
  • Served as senior staff to the international tax and business function of a publicly traded corporation.
  • Developed expertise in the proper reporting of GILTI income on federal and state tax returns.
  • Developed expertise in Foreign Tax Provision Reporting, including GILTI Income Inclusions, Translation of foreign tax impacts on US transactions.

Tax Supervisor

RSM US LLP
Tempe
01.2018 - 06.2018
  • Prepared complex individual, trust, partnership, and corporate tax returns.
  • Developed a specialization in real estate investment and private equity taxation.
  • Managed a team of 5 in the timely completion of federal and state tax returns.

Senior Tax Accountant

Morrison, Clark & Company CPAs
Chandler
01.2017 - 09.2017
  • Prepared individual and partnership tax returns for real estate developers and related businesses.
  • Provided bookkeeping services for clients.
  • Staffed a group of three in providing tax compliance and planning services.

Tax Consultant II

Deloitte
Phoenix
11.2015 - 01.2017
  • Staffed the Arizona team, providing state and local tax compliance services as they relate to Corporate Taxation and Sales & Use Tax.
  • Staffed the Arizona desk with regard to researching technical questions from offices around the globe.

Tax Accountant - Fixed Assets

AT&T Inc
San Antonio
02.2015 - 11.2015
  • Provided monthly updates on the tax basis of fixed assets purchased by AT&T and its affiliates, and a consolidated report to the global federal tax return.
  • Responded to tax notices from the IRS and other tax jurisdictions.
  • Provided tax analysis on the potential purchase of new fixed assets.

SALT Associate - National Tax

Eide Bailly LLP
Phoenix
08.2013 - 02.2015
  • Provided consulting on the purchasing and selling of assets affecting multistate tax reporting.
  • Represented clients with overpayment refund claims on sales and use tax returns.
  • Represented clients in controversies before various state and local tax jurisdictions.
  • Staffed national tax team focusing on insurance and banking.

Tax Consultant

Ryan LLC
Scottsdale
08.2012 - 08.2013
  • Audited prior sales and use tax returns to determine if overpayments were made, and sought refunds of sales and/or use tax.
  • Represented clients before numerous taxing jurisdictions related to the overpayment of sales and use taxes.
  • Specialized in the upstream and downstream sectors of the oil & gas market.

Education

Master of Laws - Taxation

University of Washington
Seattle, WA
05-2012

J.D. - Business Law

Gonzaga University School of Law
Spokane, WA
05-2011

Bachelor of Arts - Political Science And Journalism

Arizona State University
Tempe, AZ
12-2006

Skills

  • Tax planning
  • Tax compliance
  • Tax advisory
  • Partnership taxation
  • Tax software development
  • Team management
  • Training and development
  • Technical leadership
  • Tax controversy resolution
  • Analytical problem solving

Certification

  • Arizona State Bar Member
  • Texas State Bar Member (Inactive)

Timeline

Tax Director - Alternative Investments

Armanino Advisory LLC
12.2023 - Current

Senior Tax Manager - Alternative Investments

BDO USA
02.2023 - 12.2023

Tax Manager - Financial Services

RSM US LLP
02.2022 - 02.2023

Senior Tax Manager

CBIZ MHM
09.2021 - 02.2022

Tax Manager - NASC

RSM US LLP
02.2020 - 09.2021

Senior Tax Accountant

Viad Corp
06.2019 - 02.2020

Tax Supervisor

RSM US LLP
01.2018 - 06.2018

Senior Tax Accountant

Morrison, Clark & Company CPAs
01.2017 - 09.2017

Tax Consultant II

Deloitte
11.2015 - 01.2017

Tax Accountant - Fixed Assets

AT&T Inc
02.2015 - 11.2015

SALT Associate - National Tax

Eide Bailly LLP
08.2013 - 02.2015

Tax Consultant

Ryan LLC
08.2012 - 08.2013

Master of Laws - Taxation

University of Washington

J.D. - Business Law

Gonzaga University School of Law

Bachelor of Arts - Political Science And Journalism

Arizona State University

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