A publicly traded global medical equipment manufacturer needed immediate tax support after a corporate divestiture reduced its in-house tax staff. Despite outsourcing return preparation to a Big Four firm, the client lacked internal resources to manage tax provision work, oversee compliance across multiple jurisdictions, and respond to regulatory audits. Over a multi-year period, we provided the expertise, consistency and accountability the client needed.
Our consultant seamlessly integrated with the in-house team, taking on a wide range of responsibilities from detailed compliance work to high-level strategic planning. Over the course of six-plus years, our expert supported quarterly and annual tax provisions, managed the U.S. tax implications of foreign subsidiaries, reviewed international components of federal returns, and helped model the impact of evolving global tax legislation. The engagement also included transfer pricing analysis and reporting, foreign tax credit optimization, and defending tax positions during IRS and foreign audits.
Our work helped the client avoid costly audit exposure, minimize global tax liabilities, and realize meaningful tax savings—particularly through optimized acquisition structuring and detailed compliance review. We also helped successfully defend millions in tax positions during an IRS audit and identified material errors in foreign tax credit calculations that would have increased liability. The client gained not just continuity and technical expertise, but also a strategic partner who helped them meet regulatory deadlines and maintain investor confidence.