David Bertsch

-Assist multi-state companies with state and local tax issues including compliance, advising, planning, structuring and controversies.
-Work as part of a multi-disciplinary team helping to provide relevant subject matter and industry knowledge and experience to internal and external clients; build and manage client relationships and supervise, mentor, and develop staff.
-Represent KPMG as a subject matter expert on the California Revenue & Taxation Code and FTB Notice Resolution.
-Examine information presented on state income tax returns before, during and after preparation.
-Research and draft technical memoranda or slide decks regarding income, franchise, sales and use tax and other state and local tax questions. Present to internal and external clients.
-Support multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal meetings and preparing protests.

-Plan, organize, and direct the activities of the Protest Section which includes approximately 45 professional staff
-Provide direction, guidance, and assistance to the subordinate supervisors to ensure that the standards of quality, quantity, and timeliness are met.
-Review, evaluate, and monitor the section's performance toward program and division goals, by comparing with established standards, and adjusting for continual improvement.
-Keep supervisors informed of any changes in departmental or divisional operating procedures or policies.
-Develop section work plan and strategic plan, set priorities, establish goals and develop workloads.
-Recommend allocation of resources.
-Direct through subordinate supervisors the mentoring and training of staff
-Collaborate with many other areas throughout the department
-Present to executive and senior management
-Analyze data to create reports to visualize the progress of goals
-Lead several cross-functional strategic initiatives and projects

-Management of auditors conducting audits of large and complex multinational corporations
-Perform effectively in an environment that is fast-paced with frequently changing priorities
-Ensure the standards of audit quality, quantity, and timeliness are met by utilizing strong technical knowledge of California and Federal tax laws, regulations, and FTB Audit policies and procedures.
-Recognize changes in tax laws, rules, and regulations that impact the program.
-Achieve goals by effectively planning, organizing, and managing multiple workloads, priorities, and deliverables.
-Identify and evaluate staff's developmental needs and take steps to ensure they receive proper training, development, or correct action; provides employee coaching for career development
-Identified and implemented multiple business improvement changes within section to increase efficiencies and meet goals
-Display strong leadership skills by empowering staff and creating a positive work environment by setting a compelling vision, inspiring change, and encouraging efficiencies
-Develop clear, concise, and visually appealing reports and then present to key stakeholders such as senior senior and executive management
-Cultivate a positive work environment by setting clear expectations, being consistent, trustworthy, and by applying fair guidelines and rules
-Lead several cross-functional strategic initiatives and projects

-Conduct field and desk audits of medium-large multinational corporations
-Work both individually and in teams to conduct audits
-Determine the correct amount of tax based on the California Revenue & Taxation Code
-Communicate audit adjustments with the taxpayer in a professional manner through a written report or verbal conversation
-Research, interpret, and apply tax law, regulations, and court cases
-Subject matter expert on multistate tax issues such as unity, nexus, apportionment, and water's edge