Jerry S.

About Jerry S.

A Results-oriented tax professional, with a manifold of core skills in business acquisitions, finance, taxation, business development, project, operations, and risk management, State and Federal regulatory compliance, with experience in Federal Judicial and Administrative Courts.Your trusted adviser and growth consultant. Whether you are an individual trying to navigate simple tax rules or a serial entrepreneur venturing into new territory, I have a history of being the go to guy that gets you to your goals. I will help you find the resources you need to grow as an individual professional or as a business team.My experiences and skills include substantial project management experience from proposals to contract negotiations to project closeout (including budgeting, accounting, sub-contractor and vendor management, scheduling), business finance transactions to include initial funding and growth funding, advocacy experience in matters related to taxation, business, estate planning, and real estate. My clients and confidants have included stakeholders in mid-sized technology companies, boutique restaurant chains, and defense/government contractors. Over my career I have developed a proven track record of success in business management; state and federal litigation before juries and the bench; and income tax resolution and compliance. My reputation, experience and knowledge have made me highly effective at building and maintaining strong, positive relationships.Specialties: Project management; accounting and finance consulting; program and operations management consulting, and tax compliance and consulting, Transaction Advisory, Contract and Tax Provision Drafting, SEC Regulatory Compliance, Risk Mitigation, Fraud and Compliance Investigation, Federal, State and administrative Court Litigation, JER/FAR Ethics Counsel and Compliance, Senior Level General Counsel Experience, and significant senior government leadership experience.

Experience

1. Stem Teaching Fellow

   EnCorps - STEM Teachers

   Mar 2020 — Present · San Diego County, CA, US

   EnCorps Fellows leverage experience gained in STEM careers into teaching math & science to students in under-served schools in California.

Education

• The Milton Hershey School

  Diploma, Electrical Engineering Technology/Advance Science

  1981 — 1988

• Defense Acquisition University

  Project Management

  2006 — 2007

• University of Rochester

  Biomedical/Medical Engineering

• The George Washington University Law School

  J.D., Law

  1995 — 1998

• University of San Diego School of Law

  L.L.M., Taxation

  2004 — 2006

• Purdue University Daniels School of Business

  B.S., Finance, Accounting

  1991 — 1994

• USC Rossier School of Education

  Master of Arts - MA, Mathematics Teacher Education

Skills

• Customer Service
• Training
• Corporate Governance
• Real Estate
• Risk Management
• Criminal Law
• Tax
• Tax Law
• Corporate Law
• Federal Law
• Trusts
• Accounting
• Due Diligence
• Employee Benefits
• Business Development
• Legal Advice
• Transaction Processing
• Government
• Nonprofits
• Legal Writing
• Litigation
• Intellectual Property
• Leadership
• Program Management
• Investments
• Analysis
• Estate Planning
• Public Speaking
• Corporate Finance
• Corporate Tax
• Contract Negotiation
• Management
• Civil Litigation
• Sec
• Finance
• Courts
• Strategy
• Compliance
• Tax Preparation
• Strategic Planning