Transaction Tax Manager - Ernst & Young LLP - Tysons Corner, VA
(2024-06)
- Draft the client's representations for Sec. 351 exchanges, Sec. 332 liquidations, Sec. 368 reorganizations, and Sec. 355 spin transactions in connection with large domestic and cross border tax planning
- Lead tax due diligence engagements for strategic corporate and private equity clients on buy- and sell-side transactions, overseeing junior associates' work and directing client tax discussions
- Complete tax due diligence reports to identify material historical tax exposures in connection with a client's purchase of an entity classified as an S corporation, C corporation, or partnership for US federal income tax purposes
- Review purchase agreements to ensure the appropriate tax indemnities and provisions are included to address tax issues identified during the tax due diligence process
Transaction Tax Senior - Ernst & Young LLP - Tysons Corner, VA
(2021-10 - 2024-06)
- Draft the client's representations for Sec. 351 exchanges, Sec. 332 liquidations, Sec. 368 reorganizations, and Sec. 355 spin transactions in connection with large domestic and cross border tax planning
- Lead tax due diligence engagements for strategic corporate and private equity clients on buy- and sell-side transactions, overseeing junior associates' work and directing client tax discussions
- Complete tax due diligence reports to identify material historical tax exposures in connection with a client's purchase of an entity classified as an S corporation, C corporation, or partnership for US federal income tax purposes
- Review purchase agreements to ensure the appropriate tax indemnities and provisions are included to address tax issues identified during the tax due diligence process
Transaction Tax Staff - Ernst & Young LLP - Tysons Corner, VA
(2021-01 - 2021-10)
- Draft the client's representations for Sec. 351 exchanges, Sec. 332 liquidations, Sec. 368 reorganizations, and Sec. 355 spin transactions in connection with large domestic and cross border tax planning
- Lead tax due diligence engagements for strategic corporate and private equity clients on buy- and sell-side transactions, overseeing junior associates' work and directing client tax discussions
- Complete tax due diligence reports to identify material historical tax exposures in connection with a client's purchase of an entity classified as an S corporation, C corporation, or partnership for US federal income tax purposes
- Review purchase agreements to ensure the appropriate tax indemnities and provisions are included to address tax issues identified during the tax due diligence process
Spring Associate - Taylor Law, PLLC - Washington, DC
(2020-03 - 2020-06)
- Collaborated with fellow associates in negotiating and drafting commercial lease agreements
- Drafted operating agreements, equity agreements, employment agreements, and partnership agreements
Student Attorney - Small Business & Community Economic Development Clinic - Washington, DC
(2019-08 - 2019-12)
- Drafted and edited articles of incorporation and by-laws for small businesses and nonprofit organizations
- Structured purchase and investment agreements to minimize clients' risk in compliance with relevant securities laws
- Aided clients in structuring nonprofit organizations to establish most efficient tax exposures
Transaction Tax Intern - Ernst & Young LLP - Tysons Corner, VA
(2019-06 - 2019-08)
- Reviewed tax due diligence reports for large buy-side and sell-side transactions
- Assisted transaction tax team with the business aspects of the transaction timeline including budgeting, engagement metrics, and invoicing
Law Clerk - New Jersey Bureau of Securities - Newark, NJ
(2019-01 - 2019-04)
- Reviewed investor complaints of securities fraud involving churning, breach of fiduciary duty, and insider trading
- Deposed broker-dealers and investment advisors involved in securities enforcement actions
- Assisted attorneys and FINRA with background checks for prospective investment advisor registration applicants
- Drafted Bureau advisory opinions and no-action letters to ensure investors understand the New Jersey Securities Laws
Legal Intern - Internal Revenue Service - Washington, DC
(2018-08 - 2018-12)
- Investigated Schedule C tax forms and relevant financial assets to identify businesses with fraudulent tax disclosures
- Negotiated settlement agreements with defendants and informed them of breaches of compliance
Legal Intern - Federal Emergency Management Agency - Washington, DC
(2018-05 - 2018-07)
- Advised FEMA employees on securities purchases, federal ethics, and contract laws to avoid conflicts of interest
- Drafted propositions for amendments to the Stafford Act
- Analyzed government contracts and conducted legal research to draft suspension and debarment decisions
