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Ian R. Smith, CPA

Manager, Tax Performance Advisory

Summary

Accomplished tax professional with 12 years of tax experience ranging from advising multinational corporate tax departments to forming captive insurance companies for privately-held companies.  Ability to adapt and build relationship with all types of personalities to deliver the best possible tax service experience.

Work experience

Oct 2015Present

Manager, Tax Performance Advisory

Ernst & Young

Develop and grow relationships with tax executives at global clients.

Strategize with global tax leaders as to the future state of their tax department and develop a roadmap to getting there.

Support tax departments with corporate spin-offs and mergers through assessment of needs.

Apr 2014Sep 2015

Senior, Tax Performance Advisory

Ernst & Young

Worked with multinational tax departments to assess current tax processes and implement enhanced processes.

Identified opportunities for other tax service lines.

Supported tax and finance transformations.

May 2010Mar 2014

Manager, Captive Insurance

Ryan, LLC

Selected as Manager of Captive Insurance Division to launch the service offering.

Developed workplan for all Captive Insurance engagement to adhere to.

Consistently scored above 97% on third-party client satisfaction surveys.

Managed $3.1M in revenue in 2013.

Oversaw prospect development and affinity partner relationships.

May 2007Apr 2010

Team Leader, Sales and Use Tax

Ryan, LLC

Managed Sales and Use Tax projects on behalf of numerous Fortune 500 clients in a variety of industries and jurisdictions.

Identified and recovered $4M in refunds for large manufacturing company.

Reduced Sales and Use Tax audit by $2M for automotive supplier.

Mar 2004Apr 2007

Senior/Staff

Ryan, LLC/JohnBernard, LLC

Supported Team Leader in defending Sales and Use Tax Audits and refund claims.

Complied and analyzed data in Microsoft Access to assist in establishing refund claims.

Utilized tax codes and reviewed transactions in detail for appropriate taxation.

Gathered backup documentation including invoices, purchase orders, contracts, and conducted client interviews to determine nature of transactions.


Education

Jan 2004May 2008

MBA

Walsh College


Sep 2000Dec 2003

Bachelor of Arts, Accounting

Michigan State University