Jon is a Director within Global Tax Management’s lead tax practice based out of the firm’s D.C. Metro office. He works with helping clients build and maintain effective tax operation functions focusing on SEC reporting, quarterly provisions, tax compliance and tax automation services. Jon has a strong background in large consolidated tax returns for publicly traded multinational companies with extensive overseas operations. He also has in-depth experience with ONESOURCE Income Tax and Tax Provision, as well as Hyperion HFM.
Jon joined GTM in 2015 and has focused on building the practice office in the DC Metro area. As part of that effort Jon has focused on recruiting, hiring, and building a team of tax professionals to serve local clients in the Washington DC area. He has also been working to expand the company’s footprint and building awareness the GTM brand in new markets.
While at GTM, Jon has co-sourced with clients to help them build in-house tax functions, improve the effectiveness of their tax operations, complete their SEC reporting and income tax compliance obligations.
Prior to joining GTM, Jon was a Senior Tax Manager at AOL, Inc. where he helped build out the tax compliance and provision team. While there, he developed and implemented a process to bring the domestic tax return in-house, integrated the provision and return preparation into one process using the same technology platform for both functions, successfully managed IRS and state audits, and performed various tax planning activities. Prior to AOL, Jon was a Senior Tax Manager at Towers Watson and began his career at PwC working in the Middle Market Tax Group.
Jon was raised in Southeastern Idaho. He currently resides with his wife and four children in Vienna, VA. In his free time, Jon enjoys spending time with his family, hiking, biking and traveling.
DESIGNATION:
CPA
EDUCATION:
B.S. in Accounting from Brigham Young University
MAcc in Taxation from Brigham Young University
