Tony Wright

· Perform detailed Manager-level review of client provided data, internal Firm income tax return preparation workpapers, and client deliverables such as federal, state and local partnership income tax returns (e.g., Forms 1065, related schedules and K-1s/K-2s/K-3s, etc.), as well as conducting tax research on issues related to the aforementioned client partnership income tax returns for high-profile private equity and hedge fund clients.

· Provide tax technical oversight support for platforms such as the KPMG Asset Management Platform (“AMP”) during the annual preparation of the Firm’s private equity and hedge fund clients’ partnership income tax returns.

· Pro-actively manage a team of junior tax professionals during the annual partnership income tax return preparation busy season, including providing feedback on their job performance.

· Participate on weekly client calls to discuss open issues/questions and provide status updates regarding the preparation of their partnership income tax returns and related income tax workpapers.

· Performed detail-level review of tax workpapers, allocations and tax returns (e.g., Forms 1065, 8858 and related schedules and K-1s/K-2s/K-3s, etc.), as well as conducting research to advise on transactional and tax planning opportunities for high-profile private equity clients.

· Pro-actively managed a team of junior tax professionals during the annual tax return preparation busy season, including providing feedback on job performance.

· Participated on weekly client calls to discuss open issues/questions and provide status updates regarding the preparation of the partnership tax returns and related tax workpapers.

· Performed research, using internal software and tax engines, such as N8, TOPS, CEH, and Proton, to prepare written responses to tax notices from the Internal Revenue Service (“IRS”) related to clients’ employment tax related federal, state & local income tax compliance, including forms 941, 940, 943, and 945.

· Assisted other tax research specialists in their research and preparation of responses to tax notices from federal and state & local tax agency on behalf of clients.

· Drafted internal training materials related to special types of federal tax notices received (e.g., CP134Bs, CP161s, CP210s, CP220s, CP504Bs, etc.).

· Prepared or completed first-level review of partnership tax returns and Microsoft excel-based tax workpapers prepared by tax staff.

· Analyzed complex tax operations and structures to identify tax issues to be considered and/or addressed in the preparation of the partnership tax returns.

· Attended internal educational meetings discussing real estate tax technical and transactional matters, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring.

· Enhanced knowledge of tax return preparation software through use of Go Systems Tax RS to prepare or edit partnership tax returns.

· Drafted engagement related materials, including Master Services Agreements (MSAs) and Statements of Work (SOWs) to communicate and memorialize engagement details to clients.

· Attended internal team building workshops intended to develop ambassadors to assist with college campus hiring.

· Prepared or review complex U.S. federal and state income tax returns for German corporations or German high-net worth individuals with business operations and/or income from U.S. sources (including preparation of Forms 1120, 1040 and applicable state and local income tax returns).

· Assisted with the preparation of US based International Information Return Forms 5471, 5472, 8858, 8865 and various related work papers.

· Performed ad-hoc tax research and analysis (including drafting tax memoranda) related to international tax issues (such as tax matters related to the Tax Cuts and Jobs Act of 2017) and state and local tax issues (such as economic nexus and application of Public Law 86-272 to certain sales transactions).

· Interpreted and advise clients on new, or changes to current, U.S. tax laws.

· Supported work allocation and prioritization decisions amongst junior and senior tax and administrative personnel.

· Responded to inquiries from the Internal Revenue Service and other US state and local taxing authorities (including drafting response letters).

· Researched, analyzed and interpreted new and existing US and foreign tax laws (including Base Erosion and Profit Shifting or “BEPS” and other global tax initiatives) and presented updates in external client presentations and internal trainings and discussions.

· Led project teams in the creation of PowerPoint slides used in client presentations that resulted in the successful award of new client business, including international tax and post-acquisition integration structuring of issues related to a large complex cross-border acquisition by high-profile client.

· Prepared and/or reviewed the preparation of simple to complex international tax returns, including Forms 1042, 5471, 1118, 926 and W-8BENE-E for large corporations, private equity funds, and similar type business entities.

· Counseled clients on international tax issues related to the restructuring of their global legal entity structure, including transitioning US based entities out from under certain foreign parent entities.

· Calculated fees and drafted invoices sent to clients for Firm provided international tax work.

· Trained and supervised junior and new tax associates and staff members.

· Managed the successful implementation of large, complex global tax restructurings.

· Modeled different aspects of international tax planning opportunities.

· Worked on transfer pricing as part of the overall global tax strategy to reduce the company's effective tax rate.

· Gathered information to allow financial forecast and modeling of the effective tax rate with a particular focus on reducing cash taxes and the effective tax rate.

· Assisted in the preparation, documentation and strategy during US international and foreign tax audits.

· Prepared and reviewed, consistent with ASC 740 (formerly FAS109), outside basis calculations, subpart F and dividend impacts and foreign currency exchange calculations for foreign legal entities in relation to the year-end close process.

· Supported the compilation of key US Shareholder tax information that is reported and disclosed in AIG, Inc. Form 10-K.

· Coordinated and managed Excel models used to calculate tax provisions and tax attributes, including return to provision adjustments and general tax compliance.

· Utilized software such as Tax Stream and OneFDC to ensure proper completion and consistency of the US GAAP tax provision.

· Reviewed schedules prepared by team members and prepared consolidated analysis of key accounts.

· Assisted with the overall transfer pricing process of a Fortune magazine 50 insurance / financial services company including but not limited to: regular accounting based quarterly invoicing, service review and benefit determination using the arm’s length principle defined under Sections 482 and 6662 of the Internal Revenue Code (“IRC”) and the OECD Transfer Pricing Guidelines.

· Prepared Schedule M of Form 5471s to report intercompany transactions with foreign companies.

· Supported timely responses to both US and foreign country tax audits.

· Performed enhanced financial analysis of current and planned intercompany charges between the home office and the various affiliated entities operating globally in Europe, the Middle East, Asia, and Latin America to facilitate efficient and accurate bookings between the related parties.

· Worked collaboratively with external consultants preparing the transfer pricing documentation, including the economic analysis, of the intercompany transactions occurring between the US based home office and the global affiliated entities.

· Participated in business development activities, including preparation of responses to requests for proposals (“RFPs”) and generation of additional projects from existing client tax engagements.

· Managed client services teams assisting in the International and US Domestic compliance process of high profile clients by preparing and/or reviewing their tax returns, including Forms 1120, 1118, 5471, 8858, 8865, and state and local tax returns and extensions.

· Drafted concise written analysis on various tax issues utilizing research software such as Lexis Nexus, firm Intranet resources, and Internet resources.

· Performed income tax calculations in support of positions taken in tax returns of clients, including subpart F inclusions, Passive Foreign Investment Company (“PFIC”) testing, foreign tax credit computations, earnings and profits (“E&P”) and tax pool calculations, and analysis of offshore cash repatriation strategies.

· Assisted clients with their tax accounting process (i.e., ASC 740 (formerly FAS 109)).

· Developed and led foreign tax credit training sessions for firm tax professionals.

· Assisted high profile clients’ general counsel in preparing key Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) documents, including business associate contracts, policies and procedures manuals and employee training materials.

· Reviewed employee pension, welfare, and executive compensation plans for compliance with the Internal Revenue Code.

· Successfully promoted from Tax Staff to Tax Senior.