Functional Skills
Accounting
Strategic Planning
Business Development
Commercial Due Diligence
Private Equity Investing
Process Improvements
Tax Advisory
Tax Preparation
M&A Support
M&A Transaction Readiness
Enhanced Due Diligence (EDD)
Audit Readiness
Post-Merger Integration
Divestitures
Software Skills
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Energy
Financial Services
Real Estate
Technology
Languages
Hindi
Gujarati
Notable Clients
Brookfield Asset Management
EQT
IBM
MetLife
Morgan Stanley
Big 4 Accounting
Top Consulting Firms
Experience
Portage Point Partners
Start-Up
Senior Director, M&A Tax Services
10/2023 - 3/2025
• Led corporate tax strategic planning, M&A tax diligence, and reporting for private equity and high-growth clients, including multimedia and technology firms.
• Conducted M&A tax diligence, entity structuring, and tax forecasting for acquisitions and post-acquisition integration.
• Advised private equity clients on post-acquisition tax return preparation, apportionment schedule revisions, and compliance workpapers.
• Evaluated and advised on financing transactions, collaborating with executives and external advisors to recommend optimal tax structures.
• Monitored tax law developments and communicated actionable recommendations to management.
• Managed outsourced teams to enhance reporting accuracy and efficiency.
• Conducted M&A tax diligence, entity structuring, and tax forecasting for acquisitions and post-acquisition integration.
• Advised private equity clients on post-acquisition tax return preparation, apportionment schedule revisions, and compliance workpapers.
• Evaluated and advised on financing transactions, collaborating with executives and external advisors to recommend optimal tax structures.
• Monitored tax law developments and communicated actionable recommendations to management.
• Managed outsourced teams to enhance reporting accuracy and efficiency.
Ernst & Young (EY)
Finance
Senior Manager, M&A Tax Services
9/2012 - 9/2023
• Acted as subject matter expert on corporate tax strategic planning and reporting for Fortune 500 and high growth clients, including Morgan Stanley and Brookfield.
• Led and reviewed ASC 740 tax provisions, effective tax rate analysis, and reserves for major clients.
• Directed tax due diligence, compliance, and reporting for financial services, technology, and multimedia clients.
• Collaborated with internal specialty tax teams (tax accounting, federal, international) and external advisors to deliver integrated tax solutions.
• Supported clients with tax structuring, risk assessment, and compliance across multiple jurisdictions.
• Mentored and managed cross-border teams, scaling the tax practice in both the US and Europe.
• Led and reviewed ASC 740 tax provisions, effective tax rate analysis, and reserves for major clients.
• Directed tax due diligence, compliance, and reporting for financial services, technology, and multimedia clients.
• Collaborated with internal specialty tax teams (tax accounting, federal, international) and external advisors to deliver integrated tax solutions.
• Supported clients with tax structuring, risk assessment, and compliance across multiple jurisdictions.
• Mentored and managed cross-border teams, scaling the tax practice in both the US and Europe.
PwC LLP
Accounting
Senior Associate, M&A Tax Services
9/2010 - 5/2011
• Conducted ASC 740 and ASC 450 analysis, state and local tax due diligence, and compliance for clients such as Tyco, SAP, Exelon, and Goldman Sachs.
• Reviewed and prepared income/franchise tax returns, apportionment schedules, and workpapers for Fortune 500 clients.
• Drafted technical tax opinions, managed tax planning, restructuring, audits, appeals, and participated in audit defense and negotiations with taxing authorities.
• Presented technical sessions and contributed to business development through client education and published articles.
• Reviewed and prepared income/franchise tax returns, apportionment schedules, and workpapers for Fortune 500 clients.
• Drafted technical tax opinions, managed tax planning, restructuring, audits, appeals, and participated in audit defense and negotiations with taxing authorities.
• Presented technical sessions and contributed to business development through client education and published articles.
KPMG
Accounting
Senior Associate
5/2007 - 9/2010
• Conducted ASC 740 and ASC 450 analysis as part of state and local tax due diligence for Fortune 500 clients.
• Advised on state tax planning, restructuring, audits, and appeals for clients in technology, financial services, and manufacturing.
• Drafted technical tax memoranda, reviewed income/franchise tax returns, and managed state tax compliance projects.
• Participated in audit defense and direct negotiations with state taxing authorities, supporting compliance and risk mitigation.
• Recognized among the top 10% of performers in the Northeast region.
• Advised on state tax planning, restructuring, audits, and appeals for clients in technology, financial services, and manufacturing.
• Drafted technical tax memoranda, reviewed income/franchise tax returns, and managed state tax compliance projects.
• Participated in audit defense and direct negotiations with state taxing authorities, supporting compliance and risk mitigation.
• Recognized among the top 10% of performers in the Northeast region.
Michigan Department of Treasury
Other
Corporate Tax Auditor
5/2005 - 2/2007
• Led audits of corporate and partnership tax returns for Michigan Single Business Tax and sales/use tax.
• Conducted complex income tax fraud investigations and recommended process improvements to streamline tax reporting and voluntary disclosure programs.
• Conducted complex income tax fraud investigations and recommended process improvements to streamline tax reporting and voluntary disclosure programs.