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Work Background
Deloitte (Accounting Firm)Transfer Pricing Senior Manager
Jul. 2019 - Mar. 2024Tel Aviv Area, Israel• Led the development and execution of global transfer pricing strategies to ensure compliance with OECD guidelines and local tax regulations across multiple jurisdictions. • Directed complex transfer pricing documentation and planning projects, including IP structuring, intercompany transactions, and value chain analysis. • Collaborated with cross-functional teams including Finance, Legal, and Tax to optimize transfer pricing policies aligned with evolving business models and global operations. • Managed interactions with tax authorities during audits and APAs, effectively minimizing risk exposure through strategic negotiation and robust defense files. • Provided executive-level guidance on transfer pricing implications of M&A activities, supply chain restructuring, and operational changes.
WTP AdvisorsDirector
May. 2017 - Jul. 2019Dallas/Fort Worth AreaJ&S Transfer Pricing operated as a network partner of WTP Advisors
J & S Transfer Pricing Consulting (DBA WTP Advisors)Owner/CEO
May. 2016 - Jul. 2019Dallas/Fort Worth Area• Directed all aspects of business operations including strategic planning, financial management, marketing, and customer relations, ensuring consistent growth and sustainability. • Built and led cross-functional teams, fostering a culture of accountability, innovation, and continuous improvement. • Developed and implemented business development strategies that expanded client base and enhanced market presence. • Oversaw end-to-end project execution, from initial concept to delivery, ensuring alignment with client expectations and company standards. • Maintained strong vendor and client relationships, negotiating contracts and partnerships that supported operational efficiency and long-term success.
RyanDirector of Transfer Pricing Services
Sep. 2011 - May. 2016Dallas/Fort Worth Area• Spearheaded the development and implementation of global transfer pricing strategies, ensuring alignment with evolving international tax regulations and enhancing compliance across multiple jurisdictions. • Led cross-functional teams in the preparation of complex transfer pricing documentation, functional analyses, and value chain assessments to support audit readiness and mitigate tax risk. • Advised executive leadership on international tax planning initiatives, M&A structures, and intercompany pricing models, driving sustainable tax-efficient growth strategies. • Directed high-stakes negotiations with tax authorities during audits and APA proceedings, successfully resolving contentious issues and safeguarding the company's financial interests. • Built and mentored a high-performing team of tax professionals, fostering a culture of technical excellence, continuous improvement, and proactive regulatory engagement.
RSM McGladreyDirector, International Tax - Transfer Pricing
Jul. 2008 - Aug. 2011• Company Overview: 1.5 Billion Dollar Public Accounting Firm • Directed the global transfer pricing strategy across multiple jurisdictions, ensuring alignment with international tax regulations, OECD guidelines, and evolving local compliance standards. • Led cross-functional initiatives with finance, legal, and operations teams to design and implement intercompany pricing models that support business growth and risk management. • Oversaw the preparation and defense of global transfer pricing documentation, including master and local files, while proactively managing tax authority audits and inquiries. • Advised executive leadership on complex international tax matters, including BEPS action plans, IP structuring, and supply chain optimization to enhance tax efficiency. • Championed the integration of advanced tax technology tools and automation processes to streamline transfer pricing compliance and improve reporting accuracy.
RSM US LLPDirector, Internation Tax - Transfer Pricing
Sep. 2007 - Jul. 2008New York City Metropolitan Area• Wrote transfer pricing rebuttal report in response to IRS economic analysis and $2 million tax assessment • Calculated arm's-length charge for intercompany sub-advisory fees for mutual funds to comply with transfer pricing regulations • Developed cost allocation models to calculate and document appropriate affiliate expense burdens for intercompany services in multinational company to reduce company overall tax burden • Prepared companywide response to 6694 tax preparer regulations as it related to transfer pricing • Responded to IDRs from US, Canadian, UK and Australian tax authorities
CrossBorder Solutions/Thomson Tax and AccountingSenior Manager in Transfer Pricing
Jan. 2006 - Sep. 2007• Led the development and execution of global transfer pricing strategies to ensure compliance with OECD guidelines and local tax regulations across multiple jurisdictions. • Directed complex transfer pricing documentation and planning projects, including IP structuring, intercompany transactions, and value chain analysis. • Collaborated with cross-functional teams including Finance, Legal, and Tax to optimize transfer pricing policies aligned with evolving business models and global operations. • Managed interactions with tax authorities during audits and APAs, effectively minimizing risk exposure through strategic negotiation and robust defense files. • Provided executive-level guidance on transfer pricing implications of M&A activities, supply chain restructuring, and operational changes.
KPMG LLPManager
Apr. 2003 - Jan. 2006• Developed and implemented robust transfer pricing strategies in alignment with global tax regulations and OECD guidelines, ensuring compliance across multiple jurisdictions. • Led cross-functional teams in the preparation of transfer pricing documentation, including master files and local files, supporting global audit readiness and risk mitigation. • Advised senior leadership on intercompany pricing models and financial structures, resulting in enhanced operational efficiency and alignment with business goals. • Managed transfer pricing audits and controversy matters, providing technical support and liaising with tax authorities to resolve complex issues effectively. • Partnered with finance, legal, and business units to design and monitor intercompany transactions, ensuring accurate profit allocation and consistency with global policy.
PricewaterhouseCoopersManager
Jun. 2002 - Apr. 2003Tel Aviv, Israel 06/2002 - 04/2003 • Led the development and implementation of global transfer pricing strategies to ensure compliance with local and international tax regulations across multiple jurisdictions. • Conducted detailed functional and economic analyses to support intercompany pricing policies, aligning with OECD guidelines and local transfer pricing legislation. • Managed the preparation of transfer pricing documentation, including master files, local files, and Country-by-Country Reporting (CbCR), ensuring timely submission and audit readiness. • Collaborated cross-functionally with finance, legal, and operations teams to design efficient intercompany transaction structures that optimize tax positions while mitigating risk. • Responded to transfer pricing audits and inquiries from tax authorities, delivering robust documentation and strategic defense that minimized exposure and protected business interests.
Capital EconomicsEconomist
Jan. 1997 - Sep. 1999• Conducted in-depth economic research and analysis to support policy recommendations, focusing on market trends, fiscal policies, and regulatory impacts. • Developed and maintained economic models to forecast macroeconomic indicators and evaluate potential outcomes of strategic decisions. • Authored comprehensive economic reports and briefings for senior leadership, translating complex data into actionable insights. • Collaborated with cross-functional teams to assess the economic viability of proposed projects and initiatives, ensuring alignment with organizational goals. • Utilized statistical software and econometric tools to analyze large datasets, identify patterns, and inform strategic business and policy decisions.
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