Shayenne T.

About Shayenne T.

Certified Tax Consultant Enrolled Agent Certification

Experience

1. Director

   Alvarez & Marsal

   Jul 2015 — Present · San Francisco, CA, US

   Research Tax Credits and Investment Tax Credits- Federal Tax- M & AIn the Research Credit and Incentive Services practice, my responsibilities include- Developing and maintaining client relationships- Participating in large-scale client engagements- Constructing complex Excel models to calculate qualifying research expenditures- Conducting client interviews and preparing memorandums explaining qualifying research- Compiling evidence to support the credit for client deliverables.In support of M&A, I performed tax due diligence, including reviewing the target\'s historic tax profile, planning, tax examinations, acquisitions/dispositions, and filing history to assess potential risks and opportunities. We then utilize the knowledge gained in the due diligence process to identify opportunities for further tax efficiencies, and work with our client to structure the transaction in a tax-efficient manner. In addition, our team focuses on reviewing and evaluating significant tax attributes, credits and incentives; reviewing and commenting on purchase agreement and disclosure schedules; evaluating potential acquisition structures; modeling transaction scenarios; and identifying matters to be addressed post-closing, including integration related risks and opportunities.Specific responsibilities include- Performing due diligence including review of tax returns, financials, and other tax documentation to evaluate potential tax risks and opportunities- Drafting due diligence report of findings; reviewing and commenting on tax aspects of financial models- Researching and drafting memoranda on federal tax matters- Coordinating with state and local and international tax team members, as well as financial and operational due diligence team members, to deliver highest quality integrated work product- Assist clients claim, document and sustain tax incentives, including research tax credits and investment tax credits.Find us at