International Services Group – Tax Manager - Doeren Mayhew - Troy, MI
(2025-05)
- Lead international tax engagements, focused on U.S. outbound & inbound compliance, expatriates, and foreign reporting.
- Reviewed and managed tax returns for expats, high net worth individuals, C-corps, S-Corps, & Partnerships.
- Acted as the messaging contact with clients for effective communication over multiple time zone.
- Reviewed forms 5471 to ensure accurate Subpart F income and GILTI inclusions for US shareholders of CFCs.
- Manage year-end adjustments for expatriates, including company allowances and related reconciliations.
- Serve as the primary resource for other departments of the firm on expatriate tax matters.
- Managed clients VAT filings across 10+ jurisdictions, including the EU (IOSS/OSS), UK, Canada, Japan, and New Zealand.
- Delivered tax strategy recommendations directly to shareholders and successfully implemented them within our clients.
- Led training sessions on foreign reporting for interns and staff, enhancing team preparedness for the tax busy season.
- Provided interns & first year staff with constructive feedback to help their professional development.
- Delivered a firm-wide presentation on Passive Foreign Investment Companies (PFICs).
International Services Group – Tax Senior Associate - Doeren Mayhew - Troy, MI
(2023-01 - 2025-04)
- Reconcile bank accounts to ensure all business activity is included in the tax returns & financials.
- Prepare financials statements for clients including profit & loss, balance sheet & statement of cash flows.
- Experience with form 1120-F for foreign entities to determine their United States corporate tax liability.
- Analyze effectively connected income (ECI) reported on form K-3s and the associated tax liability for foreign corporations.
- Researching tax treaties between U.S. & foreign nations and reported treaty position on form 8833.
- Learned multiple new tax software's and implemented them into the international department (Sureprep & Safesend).
- Utilized power of attorney to contact the Internal Revenue Service and state authorities to discuss client's notices.
- Attended international tax school & networking event in Prague, Czech Republic to expand foreign tax knowledge.
Business Tax Services (BTS) – Tax Consultant II - Deloitte Tax LLP - Grand Rapids, MI
(2022-07 - 2022-12)
- Tax return preparer with a focus on partnership, s-corporation, trust, and individual high wealth.
- Leveraged technology to import client financial data and record adjusting journal entries within tax preparation software.
- Drafted transmittal letters explaining the tax returns prepared & services provided to the client.
Global Employer Services (GES) – Tax Consultant II - Deloitte Tax LLP - Grand Rapids, MI
(2021-01 - 2022-07)
- Tax return preparer as an expert in foreign earned income exclusion (Form 2555) and foreign tax credit (Form 1116).
- Prepare tax equalization to determine what tax is the responsibility of the employee and the employer.
- Prepare foreign bank account reporting (FBAR) and foreign asset reporting (Form 8938).
- Forecasting VIPs tax liability for future years to ensure they can make proper tax payments throughout the year.
- Applied for certificates of coverage (CoC) to allow clients social security tax preference.
- Lead tax briefings with the taxpayer to explain our services and answer questions.
- Attended Deloitte University for tax training and as a networking experience.
Financial Analyst Internship (Defense Group) - Leidos Inc. - Reston, VA
(2019-05 - 2019-08)
- Gathered and consolidated data to analyze financial, operating, and billing activities.
- Lead an intern group project that restructured a new universal backlog forecasting system for all company branches.
- Presented intern group project to the CFO and Board of Directors.
- Researched public filings to evaluate the corporation's position for R&D, bid and proposal, G&A, and capital.
