Bhavik Patel
Ladera Ranch
Summary
Dynamic business professional with extensive experience in strategic planning and operational management, consistently delivering impactful results through effective leadership and resource optimization. A strong focus on fostering team collaboration drives exceptional outcomes, complemented by a proven ability to adapt reliably to changing environments. Expertise in financial management, strategic growth, and customer relations enhances the capacity to contribute meaningfully to organizational success. Committed to leveraging skills to navigate challenges and seize opportunities in a fast-paced business landscape.
Overview
10
10
years of professional experience
Work History
Transaction Tax Senior Director
FTI Consulting Inc.
Los Angeles, CA
12.2020 - Current
- Perform tax due diligence of buy-side and sell-side target companies in various industries including review of income and non-income tax returns, apportionment factors, revenue sourcing methodologies, nexus requirements, and employment tax risks
- Originated and acquired post-deal tax engagements addressing prospective and historical state income and non-income tax filings
- Led go-to-market initiatives to expand State & Local Tax advisory services in the Los Angeles market, partnering with local leadership to identify priority industries, target accounts, and cross-sell opportunities
- Supported business development efforts in the Los Angeles region through client pitches, proposal development, and strategic positioning of SALT due diligence and controversy services
- Articulated SALT recommendations based on findings to clients to enhance purchase agreements and mitigate risk of transfer taxes
- Worked closely with members of federal tax and financial due diligence teams on potential tax restructurings and timely filing of reports
- Advised clients on state income tax implications of ownership changes, including tracking and modeling §382 limitations across key filing jurisdictions
- Mentored and trained staff on tax due diligence process including key methods and strategy to examine tax workpapers and returns
Owner
Maxie OC Pet Spa
Anaheim, CA
07.2025 - Current
- Oversaw operations and management of a full-service pet grooming, boarding, daycare, and retail business in Anaheim.
- Achieved cost savings through effective vendor negotiations and strategic financial management. Enhanced pricing strategies that contributed to revenue growth. Improved staff performance metrics through targeted evaluations and feedback.
- Developed and applied targeted strategies to optimize operations and improve customer retention.
Founder & Managing Member
BlancPeak LLC
Remote
06.2025 - Current
- Founded CPA firm providing tax advisory and compliance services to individuals and closely held entities
- Led client engagements and develop business strategy, pricing models, and operational infrastructure
- Build scalable systems for client onboarding, workflow management, and regulatory compliance
Franchise Owner
Jackson Hewitt Tax Services (Merritt Island Territory)
Merritt Island, FL
10.2024 - Current
- Own and operate Jackson Hewitt territory serving Merritt Island and surrounding areas
- Lead seasonal and year-round tax preparation operations and client acquisition
- Ensure compliance with federal and state tax regulations and drive marketing efforts
Head of Tax & Product Lead
Numeral
San Francisco, CA
09.2023 - 08.2024
- Led end-to-end U.S. sales tax and global VAT compliance strategy, including nexus analysis, registrations, returns, audits, and notice resolution across all client accounts
- Developed an automated nexus tracking and tax registration tool in collaboration with engineering, enabling proactive tax compliance and reducing time to register across state and local jurisdictions
- Designed and launched an exemption certificate management platform, significantly improving compliance accuracy and reducing manual document tracking efforts
- Initiated and successfully completed dozens of Voluntary Disclosure Agreements (VDAs), securing favorable outcomes and liability relief
- Acted as primary point of contact for all client tax compliance questions, serving as the internal and external authority on U.S. sales tax matters and building strong client trust
- Oversaw a 15-member tax filings team, ensuring 100% on-time return filings across all states and local jurisdictions with zero missed deadlines
- Built the tax foundation and documentation to support Numeral’s application as a Certified Service Provider (CSP), strengthening regulatory alignment and future product positioning
- Worked closely with engineers on daily basis to ideate, test, and implement tax compliance features into the core product — directly influencing roadmap and client experience
- Resolved complex tax notices and audit inquiries with a high success rate, including multiple no-assessment determinations, reducing client exposure and demonstrating audit readiness
State & Local Tax Senior Associate
KPMG LLP
New York, NY
01.2020 - 12.2020
- Prepared and reviewed Income/Franchise tax returns including preparation of tax filing calendar and apportionment workpapers
- Completed non-income tax compliance including preparation of Sales & Use, Gross Receipts, and Property tax returns
- Managed SALT controversy projects including audit defense, nexus studies, and voluntary disclosure agreements
- Formulated strategy and took initiative on reverse audit projects by handling client data to identify refund opportunities based on state exemption laws and regulations
- Initiated automation and process review projects to successfully track clients’ sales and use tax liability account to streamline with the assistance of Vertex, Avalara, Thomson Reuters OneSource, and Oracle
- Identified potential clients who may have been impacted by the Wayfair ruling and delivered presentations to prospects to help navigate them through their sales and use tax exposure
- Strategically researched and utilized language in state laws, regulations, and office materials to draft private letter rulings and conduct taxability reviews for clients to determine taxability of their major product and service streams
State & Local Tax Senior Associate
RSM US LLP
New York, NY
07.2016 - 12.2019
- Prepared Income/Franchise, Sales & Use, Gross Receipts, and Property tax returns and completed required compliance procedures
- Performed timely nexus studies to determine tax-filing requirements and nature of business activities for clients
- Led audit defense projects and worked with governmental agencies to minimize liabilities and maximize refund opportunities
- Cohesively worked with multiple business functions to enable efficient communication between business units such as AR and AP
- Managed exemption certificate process to ensure proper recording and remittance of sales and use taxes using Vertex and Avalara
- Completed unclaimed property compliance tasks including holder reporting and tracking due diligence responses
State & Local Tax Analyst
Goldman Sachs
Jersey City, NJ
01.2016 - 06.2016
- Prepared Federal, State and Local tax returns for the Firm’s domestic and foreign subsidiaries utilizing Corptax
- Interacted with Controllers and other areas to obtain information required to calculate and report taxable income
- Engaged with outside tax advisors to deliver tax reporting packages to external investors to sustain the firm’s prestige
- Planned weekly meetings with the SALT team and initiated goals and responsibilities for the following week
Education
Master of Science - Taxation
Baruch College/CUNY, Zicklin School of Business
New York, NY12.2017
Bachelor of Business Administration - Accounting, Law & Policy
Baruch College/CUNY, Zicklin School of Business
New York, NY09.2016
Skills
- Small business operations
- Relationship building
- Verbal and written communication
- Attention to detail
- Key account management
- Business modeling
- Tax compliance expertise
- Sales pipeline management
LANGUAGES
Languages: Fluent in Gujarati; Conversational in French and Hindi
Timeline
Owner
Maxie OC Pet Spa
07.2025 - Current
Founder & Managing Member
BlancPeak LLC
06.2025 - Current
Franchise Owner
Jackson Hewitt Tax Services (Merritt Island Territory)
10.2024 - Current
Head of Tax & Product Lead
Numeral
09.2023 - 08.2024
Transaction Tax Senior Director
FTI Consulting Inc.
12.2020 - Current
State & Local Tax Senior Associate
KPMG LLP
01.2020 - 12.2020
State & Local Tax Senior Associate
RSM US LLP
07.2016 - 12.2019
State & Local Tax Analyst
Goldman Sachs
01.2016 - 06.2016
Master of Science - Taxation
Baruch College/CUNY, Zicklin School of Business
Bachelor of Business Administration - Accounting, Law & Policy
Baruch College/CUNY, Zicklin School of Business