Since 2005, Matt has dedicated much of his career to solving complex employee stock-based compensation data conversion, accounting, and tax challenges. He’s a Certified Equity Professional and experienced with the major equity administration platforms (Schwab, E*TRADE, Fidelity, insight software, and Shareworks).
Matt specializes in financial reporting, aspects related to merger, divestiture, and corporate transaction support; data conversion and setup due to vendor or platform changes; federal income tax provision setup; and implementing US and global tax mobility tracking functionality.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.