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, 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 Big Four accounting firms, 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. Jose received his BA in Accounting and an MPAcc in Taxation from the University of Washington. He is a CPA in Washington State. He is fluent in Spanish.