Mark Newland
Candidate Information
Email: [email protected]
Phone: 650.464.1776
Salary Expectation: $65K - $125K
Skills: Technical Skills: Tax & Accounting Software Tax Preparation & Compliance Platforms: Lacerte (Individual and business tax preparation) Drake Tax Software UltraTax ProSystem fx / Axcess / Engagement (tax and audit engagement management) CCH (tax research and compliance) RIA (tax research tools) XCM (tax workflow management) CaseWare (audit software) Nitro (PDF and document management) Karbon (accounting practice management) Accounting & Bookkeeping: QuickBooks Desktop (QBD) QuickBooks Online (QBO) AppFolio (property management accounting) Other Software & Tools: Adobe Acrobat (flyer creation, calculations, document management) PPC (audit and accounting software) E-pace (engagement and audit workflow) Microsoft Office Suite (Outlook, Word, Excel — advanced usage for communication, documentation, and data analysis) Taxation Expertise Jurisdictions: U.S. Federal and State Tax Canadian Tax (including provincial sales taxes like HST, GST, PST) Cross-border taxation (U.S. / Canada multi-jurisdictional issues) Multi-state tax filings and compliance Tax Types & Returns: Individual income tax (Forms 1040, 1041) Corporate income tax (Forms 1120, 1120S) Partnership returns (Form 1065) Trusts and estates tax Nonprofit organization returns (Form 990) Sales tax, VAT, and excise tax compliance Gift and estate taxes Property tax alternatives Payroll tax setup and compliance Specialized Tax Areas: Expatriate tax compliance (FBAR, FATCA, foreign trusts) Tax planning for high net worth individuals (HNWI/HNII) and associated stock options (RSU, NQSO, ESPP, ISO) Tax research and consultation (including IRS code Section 3115 for accounting method changes) COD (Cancellation of Debt) tax implications Transfer pricing and international tax compliance R&D tax credits and incentives Tax implications related to legal issues and business scenarios Tax consulting for startups and small businesses Audit & Assurance Skills Audit Types & Methodologies: Financial audits and governmental single audits (A-133, A-122) Compliance audits Reviews and compilations of financial statements Agreed upon procedures engagements Federal and state compliance audits for tax and financial reporting Auditing nonprofit organizations and small independent businesses Audit Processes & Controls: Preparation and review of engagement letters and audit plans Performing tests of controls (TOC), tests of transactions (TOT), and substantive testing Analytical procedures to identify unusual financial relationships Preparation of work papers, audit documentation, and management representation letters Coordination of entrance and exit conferences with management Use of audit workflow and documentation software (e.g., PPC, ProSystem engagement, e-pace) Reporting & Reconciliation: Escrow account reconciliations Reconciliation of buyers, sellers, and 3rd party revenue and expenses Preparation of summary reports for management and government authorities Management, Leadership & Consulting Team Leadership: Management, development, training, and mentoring of tax staff and university graduates Supervision of outsourced tax preparation and review processes Leading cross-border tax consulting teams Client Consulting & Advisory: Tax law research and client advisory on complex tax matters Consulting on cross-border tax strategies for individuals and corporations Prospective tax planning for expatriates and multi-jurisdictional clients Advising on stock options and compensation-related tax planning Consulting on the tax implications of legal issues and business restructuring Other Relevant Skills Payroll setup and administration Handling offer in compromise projects Preparing and submitting governmental tax filings and forms Tax compliance for foreign persons and entities operating in the U.S. Strong communication skills (client correspondence, IRS audit responses, tax letters) Coordination with government agencies and tax authorities
Current Location: South San Francisco, CA
Willing to Relocate?: YES
Relevant Experience: 22
Work Authorization: US
Highlights: Key Highlights
Extensive Tax Expertise:
Skilled in U.S. and Canadian income tax preparation and compliance for individuals, corporations, partnerships, trusts, estates, and nonprofit organizations.
Cross-Border & Multi-Jurisdictional Tax:
Experienced with expatriate tax compliance (FBAR, FATCA), multi-state tax issues, and international tax planning including transfer pricing and credits.
Tax Software Proficiency:
Advanced use of leading tax and accounting software such as Lacerte, ProSystem fx, Drake, UltraTax, XCM, QuickBooks (QBD/QBO), CaseWare, and Karbon.
Audit & Assurance:
Strong background in financial and governmental audits, reviews, compilations, and compliance audits with expertise in analytical procedures and internal control testing.
Stock Options & Compensation Tax Planning:
Expertise in tax planning related to stock options (RSU, NQSO, ESPP, ISO) for high net worth individuals and corporate clients.
Management & Leadership:
Experience managing, training, and mentoring tax teams, including junior staff and fresh graduates.
Consulting & Advisory:
Provides strategic tax research, legal tax consulting, and client advisory services across complex tax scenarios and cross-border issues.
Comprehensive Knowledge of Sales & Use Taxes:
Hands-on experience with sales tax, VAT, HST, GST, PST, and multi-state sales tax compliance and reporting.
Resume: View Resume
Cover Letter: View Cover Letter