Paul Oliveira, CPA/MST: A Member of KLR's Leadership Team

About Us

KLR Leadership

Paul Oliveira, CPA/MST

Shareholder, Director of Tax Services

Client Service . . .

What client service means to me is being that trusted advisor that not only takes care of the basic requirements of any engagement, but serves as a sounding board for the client throughout the year. It means understanding your client well enough to identify solutions to problems that may be unique to their situation. It means over-delivering whenever possible.

  • Experience & Education
  • Business
  • Professional
  • Community
  • Over 30 years of corporate tax and advisory services experience
  • Co-Chair of the Private Equity and Venture Capital Services Group
  • Tax consultation specialist specifically related to mergers and acquisitions, compensation and benefits, state and local tax planning and IRS audit assistance
  • Expertise in international structuring and operations, joint ventures and acquisitions, global transfer pricing strategies, US export incentives such as IC-DISC, US foreign tax credit, Subpart F and repatriation planning.
  • Works closely with clients in a wide range of industries including technology, life sciences, e-commerce and traditional manufacturing and distribution companies.
  • Extensive experience with private and venture capital firms, assisting with fund-level US, state and local, and international compliance, tax services for related management companies, M&A assistance (including due diligence and deal structuring), and comprehensive business tax planning and compliance for portfolio companies.

Education:

  • Bachelor of Science in Business Administration, cum laude, Bryant University
  • Master of Science in Taxation, suma cum laude, Bryant University
  • Association for Corporate Growth (ACG), member
  • State Tax Committee of Associated Industries of Massachusetts (AIM)
  • American Institute of Certified Public Accountants (AICPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Lifespan Audit Committee, member
  • Media Industry Tax Group, past member
  • Tax Executives Institute, past member
  • Umass Dartmouth, Finance and Accounting Department, past advisory committee
  • Northeastern University Graduate Tax Program, former adjunct professor
  • Leadership Rhode Island