Steve Williams

About Steve Williams

Steve is an experienced tax & business adviser with particular expertise serving internationally-based businesses operating in the U.S. He is also an owner in an outsourced accounting services firm. As a cross-border specialist, he works with owners, business managers, and investors on projects such as entry into the U.S, tax structuring, entity selection, financing, due diligence, transfer pricing, process flow, and exit strategies. He also serves in finance manager roles overseeing the U.S. accounting, tax compliance, financial analysis, budgeting, and strategic planning. For clients needing accounting and tax services he provides bookkeeping, part-time controllership, and tax compliance talent through an outsourced accounting services firm he own, PW Associates. Steve\'s career experience includes: • Partner & Houston tax leader with Hein, a regional accounting firm based in Denver (3 years). With Hein he stabilized and grew a department of approximately 20 individuals while serving domestic and international mid-market clients. He also managed an outsourced accounting services division, and served as the firm\'s director of international tax services. • Associate tax partner with PriceWaterhouseCoopers (PwC) in Calgary, Alberta (4 1/2 years). At PwC he served Canadian companies doing business in the U.S. • Part-time tax executive and international tax consultant in the Dallas / Fort Worth area (15 years). As an independent consultant he oversaw tax compliance, audits, tax planning & special projects for mid-market multinationals. He also advised clients of CPA and law firms on cross-border business & tax matters. • Adjunct professor at Southern Methodist University (3 years). • Price Waterhouse, Dallas (7 1/2 years). Steve has a Bachelor of Science degree in accounting from Brigham Young University, and is a graduate of the MBA program at the University of Notre Dame.

Experience

1. Business Advisory & International Services Partner

   Pw Associates, Pllc

   Aug 2017 — Present · Houston, TX, US

Education

• University of Notre Dame - Mendoza College of Business

  MBA, Business Administration and Management, General

  1985 — 1986

• New York University

  Certificate in Financial Planning

  2008 — 2009

• Brigham Young University

  Bachelor, Science, Accounting

  1981 — 1984

Skills

• Financial Reporting
• Mergers & Acquisitions
• Transfer Pricing
• Business Valuation
• Financial Planning
• Cash Flow
• Strategic Planning
• Tax Law
• Tax
• Tax Advisory
• Tax Preparation
• Tax Accounting
• Sec Filings
• Sarbanes-Oxley Act
• Project Planning
• General Ledger
• Strategic Financial Planning
• Investments
• Gaap
• Financial Accounting
• Income Tax
• Generally Accepted Accounting Principles (Gaap)
• Accounting
• Financial Planners
• Internal Controls
• Business Planning
• Managerial Finance
• Financial Analysis
• Partnership Taxation
• Big 4
• Tax Returns
• Ifrs
• Tax Research
• International Tax
• Due Diligence
• Us Gaap
• Cpa
• Business Strategy
• Auditing
• Corporate Tax