Photo of Jose Romero
Jose Romero
Managing Director
National Tax – Mergers and Acquisitions
CPA

Biography

Jose has worked in public accounting since 2004. He advises and represents corporate and private equity clients in a variety of tax matters related to corporate transactions. He has experience in tax due diligence and tax structuring, as well as the federal tax aspects of restructuring, integration, and legal entity simplification. He also addresses consolidated returns issues, tax attribute planning (e.g., Section 382), stock basis and E&P computations, distressed company planning, debt planning, transaction costs, and like-kind exchange transactions, as well as puts together tax models analyzing cash taxes, attributes, stock vs. asset sales, and purchase price allocation.

Prior to Moss Adams, Jose worked at the Big Four, where he focused primarily on providing M&A tax services for clients in a wide range of industries. He led numerous domestic and international tax deal teams on transactions ranging from a few million dollars to multi-billion dollars.

Selected Speaking Engagements

  • Sell Side Planning for M&A Deals
    (Tax Professionals Conference, November 2016)
  • M&A - Corporations, Part 2
    (LOPES SoCal Region, June 2016)
  • The Tax Diligence Process, Common Issues, and Future Opporunities
    (Professionals Conference, November 2015)

Professional Affiliations

  • Member, Washington Society of Certified Public Accountants

Education

  • BA, accounting and information systems, University of Washington
  • MPAcc, taxation, University of Washington