Global TaxFin Advisory Group
Welcome to the Global TaxFin Advisory Group
Jake Feldman, PhD
Founder and CEO/Managing Director
“Value Through Knowledge”
The Global TaxFin Advisory Group has a team of international tax and corporate financial advisors that provide international tax, treasury and strategic financial analysis services. We have experience with a broad range of industries including consumer and industrial goods, software/internet, pharmaceuticals, financial institutions, energy, services and transportation/logistics.
The Global TaxFin Advisory Group has competitive advantages that can benefit your firm:
- Senior professionals with over 25 years’ individual experience in both the corporate and public accounting consulting sectors, and with first-hand knowledge of what it means to be in the client’s shoes
- A record of generating hundreds of millions of dollars in benefits
Technical Excellence
Senior Level Attention
Fast Responsive Service
Competitive Fees
Global TaxFin Advisory Group
About Us
The Global TaxFin Advisory Group is a network of independent senior professionals with diverse industry and functional backgrounds from top tier firms that provide advisory services in international tax and corporate finance.
Jake Feldman, Founder and CEO/Managing Director, has over 25 years international tax, treasury and corporate finance experience in both the corporate and public accounting sectors. Over the course of his career, Jake has generated hundreds of millions of dollars in financial benefits. He has led large-scale international multi-disciplinary task force teams, and has conducted projects and traveled extensively to over 50 countries throughout Asia, Australia/New Zealand, Europe, Latin America, Africa and the Middle East.
Experience
Jake served as Executive Director of Transfer Pricing at Grant Thornton LLP, where he was practice leader and subject matter consultant for the Northeast region, delivering transfer pricing and international tax services to clients in a wide range of industries.
Previously, he was Senior Director of International Tax Planning at Merck & Co., Inc. and Senior Director of Global Entity Management, where he headed the company’s global transfer pricing function. Jake led Merck’s development and implementation of both its Asia Pacific and Latin America supply chain hub structures. He has also advised, valued and negotiated acquisitions, divestitures, licensing, joint ventures and marketing arrangements.
Jake taught several years at New York University Stern School of Business as an Adjunct Assistant Professor of Finance and is currently an Adjunct Instructor at New York University School of Professional Studies and an Adjunct Associate Professor at Pace University teaching graduate finance. He has been a speaker at national conferences sponsored by Gerson Lehrman Group, Tax Executives Institute, the Economist, Executive Enterprise Institute, Knowledge Congress, Baker & McKenzie and other forums on a variety of topics, including financial reporting, transfer pricing, restructuring activities and hedging strategies. Jake has served on the Editorial Advisory Board of World Trade Executive and the Economist Intelligence Unit, covering business and finance in emerging markets.
Professional memberships
Financial Executives International
International Fiscal Association
Executive Enterprise Institute
Education
New York University Stern School of Business
– Ph.D., Finance & Operations Research
City College of New York
– B.S., Physics and Mathematics
– summa cum laude
– Phi Beta Kappa
Global TaxFin Advisory Group
Services
Our tax expertise and services encompass the full range of international tax and transfer pricing issues for clients around the world:
- Transfer pricing planning, benchmarking and documentation studies
- Tax audit controversy, defense and dispute resolution
- Intellectual property migration and foreign tax deferral
- Financial supply chain optimization
- Dividend and repatriation planning
- Development and administration of corporate global transfer pricing policies and procedures
- Headquarters’ management service fee allocation
- Assisting foreign companies with establishing a U.S. business presence and vice versa
- FASB ASC 740-10 analysis of uncertain tax positions (formerly FIN 48), Schedule UTP preparation and financial statement tax audit review
- Licensing, acquisitions, dispositions and reorganizations
- Business and intangibles valuation studies
- Intercompany agreements for goods, services, intangibles and financing
Our corporate finance expertise and services include:
- Financial valuation and modeling of strategic opportunities
- Joint ventures, mergers and acquisitions, divestitures, licensing, marketing arrangements, supply and distribution
- Benchmarking analysis
- International treasury management, financing, investments, foreign exchange, dividend planning, capital structure, working capital management, etc.
Global TaxFin Advisory Group
Accomplishments
If the following accomplishments are the kind of value-creating benefits that you are seeking, then we have good reason to meet. These accomplishments depended critically not only on astute research and planning but on skilled implementation and preparation of supporting documentation.
- Successfully advised billion dollar pharmaceutical client in tax controversy concerning several collaboration and development arrangements, royalties, manufacturing, distribution and corrected tax return filings.
- Defended global multi-billion dollar logistics client in transfer pricing controversy with IRS that not only avoided tax adjustments but resulted in a multi-million dollar future tax reduction.
- Defended international satellite systems client in IRS audit of its intangibles migration, research sharing, manufacturing and distribution arrangements that resulted in no tax adjustments.
- Generated multi-hundred million dollar tax benefit through the financial analysis, development and documentation of an innovative large-scale transfer pricing study for inbound sales to the US.
- Realized nine-digit tax savings and reduced inventories through leading separate teams of 30 individuals, including legal and tax advisors, to implement tax-effective hub supply chain structures in Asia and Latin America. Overcame complex regulatory challenges related to tax rulings, contract manufacturing, VAT, customs and regulatory ministry rules.
- Mitigated nine-digit customs and tax exposure by design of an alternative supply chain.
- Generated nine-digit tax benefit by altering the flow of intercompany trademark and know-how royalties.
- Improved profitability in the emerging markets of Asia, Latin America, Middle East and Africa through the restructuring or establishment of subsidiary operations, including negotiation of joint venture, divestiture, licensing and supply arrangements.
Global TaxFin Advisory Group
Testimonials
“Jake Feldman is a highly intelligent individual with a wealth of knowledge and experience in financial, tax and operational issues faced by corporations. He was considered the go-to guy whenever complex questions would arise.”
– CFO Venture Capital fund
“Jake is a superb executive with an unusual knowledge and command of a variety of international financial topics, which he has accumulated over the years in numerous countries around the world. I would always look for his advice and counsel when financial decisions were involved at the subsidiary level. With his transparent and direct leadership style he has the capacity to teach, mentor and influence his peers in a constructive and positive manner. His contributions to improve systems and processes were many and always with a practical approach to problem solving and execution. He is a strategic thinker who can think out of the box and propose creative solutions that others never thought feasible. Jake is an accomplished leader who would add value to any multinational organization requiring solutions to complex financial issues.”
– Subsidiary Country Head
“Jake brought a wealth of knowledge and experience regarding tax, international treasury, and business operations to the table, and that coupled with his strong analytical skills made him a very valued partner in developing the right solutions to the issues we faced. Jake could always be relied on to raise the tough questions that needed addressing, and to provide value added solutions. Over the years I have learned a lot from Jake, enjoyed working with him and appreciate his capabilities and the value he added.”
– VP Operations
Global TaxFin Advisory Group
Contact Information
Jake Feldman, PhD
Founder and CEO/Managing Director