Principal, CIO, and Co-Founder
+1 (866) 298-7829 Ext. 700
Jim has more than 18 years of experience in providing tax data management, process, and calculations. In 2005, Jim co-founded Worldwide Trade Advisors, a boutique firm that offered clients an alternative to the Big 4 accounting firms. This approach utilized highly experienced professionals and technology solutions to deliver quantitative tax analytics, international tax, and export incentive services. Today, WTP Advisors is a leading independent tax advisory firm with clients across the globe.
As CIO of WTP’s Quantitative Analysis Practice, Jim focuses on leveraging his extensive client-facing experience to develop practical software tools and solutions based on specific business requirements. Jim has successfully developed cloud-based applications to solve complex quantitative tax calculations, such as the IRC § 199 DPA deduction, IRC § 1031 Like-Kind Exchange, Reg. § 1.861 expense allocation and apportionment, and the IC-DISC.
Jim’s primary areas of expertise include Sec 199 Manufacturing Deduction calculations; IC-DISC transactional calculations; Big data transactional reconciliation. His experience with multi-national corporations includes automation of data collection activities; earning and profits and foreign asset depreciation computations.
Prior to founding WTP Advisors, Jim led the development of various software tools for PwC’s Quantitative Solutions Practice. He served his country as a member of the United States Air Force.