Robert Filip is based in Taxand USA where he is a Managing Director with Alvarez & Marsal Taxand, LLC. He covers the West Coast, focusing on federal income tax issues – specifically ASC 740 related issues (formerly FAS 109 and FIN 48), as well as IRS examinations and appeals, tax structuring, accounting methods and other planning areas for his clients. He is a national leader of the A&M Tax Accounting for Income Tax practice.
Robert has significant experience working with acquisition tax integrations, including purchase accounting, working capital adjustments and tax accounting integrations. He also has deep knowledge of IRS examinations on capitalisation, repair and Section 199 (the domestic production deduction).
With nearly 23 years of tax planning and consulting experience, Robert has worked with numerous SEC registrants, IPO candidates, private equity firms, large privately held companies, publicly traded partnerships, tax exempt organisations and early stage businesses, advising on federal tax issues. He brings experience in many industries, including forest products, pulp and paper, industrial manufacturing, high tech, telecommunications, retail and consumer products.
Additionally, Robert has worked as an expert witness and has provided support litigation support for tax accounting and corporate transactions.
Before Taxand USA, Robert spent 10 years with the federal tax practices of PwC in Seattle and Portland, where he most recently served as Managing Director. He also led the high tech tax practice of PwC in Portland, focusing on the federal tax issues of multinational companies. Robert has worked with numerous multinational SEC registrants, helping to optimise their domestic and global structures. Additionally, he was a member of the KPMG’s federal tax practice in Portland and Los Angeles.
Robert earned a bachelor's degree in accounting from the University of Wisconsin-Oshkosh and a master's degree in taxation from San Diego State University. He is a licensed Certified Public Accountant (CPA) in Washington, Oregon and California.