CV

Bradley M. Garrett

Phone +1 (214) 551 9100 | E-mail [email protected] | LinkedIn

International tax advisor focused on tax strategies for structuring and operating a global business, with extensive experience in cross-border acquisitions, dispositions and post-deal integration, value-chain management and transformation, cash repatriation and redeployment, and tax attribute management

Professional Experience

Partner, PricewaterhouseCoopers, Jan. 2006 – Current

  • Reorganized numerous multinational businesses into integrated global structures that included holding company, financing company, IP company and value-chain elements
  • Advised on disposition, acquisition and post-merger integration structuring on several transactions for a variety of industry groups

Senior Tax Accountant, UGS Corp., Jan. 2005 – Jan. 2006

  • Joined newly created tax department with responsibility of creating policies and procedures related to the accounting of income taxes (FAS 109) as well as performing the tax compliance/planning of a multinational software business located in 30+ countries (60+ legal entites)
  • Provided day-to-day guidance and coordination of cross-border accounting, operations, treasury, sales and legal issues to local-country controllers and service providers for implementing organizational tax efficiency
  • Performed various divesture-related responsibilities related to the company’s former parent to ensure legal compliance with owner’s stock purchase agreement. Performed merger integration responsibilities related to the company’s acquisition of a multinational business
  • Drafted SOX-compliant policies and documentation requirements

Senior Consultant, Ernst & Young LLP, Jun. – Aug 2002; Jun. 2003 – Dec. 2004

  • Performed day-to-day consulting as well as non-recurring projects (quantitative and tax technical) for the International, State and Local, and Federal consulting groups
  • Performed account management responsibilities (client coordination, project scoping/management, file preparation and billing)
  • Prepared U.S. international compliance returns, including Forms 5471, 8865, 1118 and other informational/election statements
  • Assisted with tax provision review and tax account roll forwards
  • Researched technical tax issues and prepared technical memorandums regarding various international issues including establishment of operations abroad, cross border taxation, and transaction based analysis
  • Technical experience includes: FSC/ETI, foreign tax credit, sourcing rules, Subpart F and 956 inclusions, previously taxed income, earnings and profits, tax treaties, entity classification (check-the box planning), withholding tax, transfer pricing, repatriation planning, debt reorganization, int’l operational expansion/wind-up (367/368), location selection, branch rules (incl. sales and manufacturing branch), foreign currency exchanges, permanent establishment, corporate formations, liquidations, dividends, worthless stock, bad debts, FIRPTA, FAS 109, APB 23, state and local tax incentives (investment, enterprise zone, work opportunity and property tax credits). Exposure to Sub C reorganizations and partnerships

Accounting and Information Systems Consultant, Jun. 2001 – Jun. 2003

  • Acting controller of two professional services firms; managed financial accounting, cost accounting, and payroll functions, as well as third-party financing arrangements
  • Developed, implemented and maintained custom information system solution and web site, including a job-cost-tracking and time-management database

Tax Preparer, Richard Jaynes CPA, Jan. 2002 – Jun. 2002

  • Prepared tax returns for individuals and businesses, including Forms 1120, 1120-S, 1065, 1040 and state returns
  • Assisted clients with bookkeeping and miscellaneous tax compliance issues (Form SS-4, 941, W-2, W-3)

Education

Master of Accountancy, Marriott School of Management, Brigham Young University, Provo, UT; April 2003

Bachelor of Science, Marriott School of Management, Brigham Young University, Provo, UT; December 2002

Awards, Accomplishments, and Professional Associations

Member (CPA), Texas State Board of Certified Public Accountants, 2004

Member, American Institute of Certified Public Accountants, 2005

Member, Golden Key National Honors Society, 2000

Member, Beta Alpha Psi, Gamma Alpha Chapter, 2000

Major League Draft Pick, 35th Round, San Francisco Giants, 1996

Eagle Scout

Spanish

  • Proficient Speaking, Reading, Writing, and Translation Skills

Volunteer Representative, The Church of Jesus Christ of Latter-day Saints, Santa Cruz, Bolivia, Apr. 1997 – Apr. 1999

References

Available upon request