Holding Companies
Government Administration
Financial Services
Hospitals and Health Care
Professional Services
Manufacturing
Oil, Gas, and Mining
Technology, Information and Media
Transportation, Logistics, Supply Chain and Storage
Active

Josue B

Director, Tax & Treasury - M&A Transactions

About Me

I am a senior international tax and corporate structuring professional with deep expertise advising multinational groups, private equity–backed platforms, and founder-owned businesses on complex cross-border transactions, reorganizations, and compliance. My practice spans M&A structuring, transfer pricing design and implementation, global tax provision (ASC 740/IAS 12), and end-to-end tax lifecycle management—from deal modeling and due diligence to post-closing integration and ongoing optimization. I have led the design and execution of sophisticated structures involving share-for-share exchanges, earn-outs, cost-recovery mechanisms, purification strategies, and value-efficient exit planning, while partnering closely with legal, finance, and operational stakeholders. Known for combining technical rigor with practical business judgment, I help organizations manage risk, unlock value, and scale confidently across jurisdictions in an increasingly complex tax environment.

Jurisdiction

Canada | United States

Experience

Seniority LevelDirector
Years of Experience10-15 years
Current StatusActive
Director, Tax & TreasuryBlueCat Networks
2023 - 2026

Provided strategic leadership for the global tax and treasury organization, overseeing compliance, reporting, and planning across 10+ jurisdictions. • Develop and execute the group’s global tax strategy, integrating ASC 740 / IFRS provisioning, compliance, and planning into business operations. • Lead quarterly and annual tax-provision cycles, ensuring accuracy, audit readiness, and alignment with internal controls. • Manage global corporate-tax compliance (U.S., Canada, Europe, APAC) in coordination with local advisors. • Direct indirect-tax strategy (VAT, GST/HST/QST, sales tax) and implement automation tools to enhance accuracy and efficiency. • Establish OECD-aligned transfer-pricing methodologies and oversee intercompany agreements and documentation. • Act as lead tax advisor on M&A transactions, managing due diligence, structuring, and post-acquisition integration. • Oversee treasury operations, including FX exposure management, intercompany funding, and global banking relationships. • Monitor global tax reforms (Pillar Two, BEPS 2.0, Canadian AMT, U.S. TCJA) and brief executive leadership. Key Achievements: • Unified global transfer-pricing documentation across 10 jurisdictions. • Reduced tax-close timelines by 30% through automation and standardization. • Successfully integrated multiple international acquisitions within 12 months.

Senior Tax Manager, Treasury & M&A TransactionsDentalcorp
2021 - 2023

Directed tax structuring, due diligence, and treasury coordination for 100+ acquisitions under private-equity ownership. • Designed and executed tax-efficient acquisition structures (share, asset, and hybrid rollovers). • Designed and implemented highly tax-efficient structures for complex M&A transactions, with a focus on minimizing exposure to CRA reassessments under specific anti-avoidance rules (ss. 84.1, 55(2), 84(2)) and the General Anti-Avoidance Rule (GAAR). • Managed transaction flow-of-funds and post-acquisition working-capital adjustments. • Oversaw tax integration of acquired entities (T2, GST/HST/QST, NR4). • Partnered with senior leadership to standardize M&A tax governance and execution. Key Achievements: • Supported $400M+ in transaction value with zero audit adjustments. • Reduced acquisition review timelines by 40% through process standardization.

Senior Tax AssociatePricewaterhouseCoopers (PwC)
2018 - 2021

Delivered advisory services to public and private clients on domestic and cross-border tax planning, structuring, and compliance. • Designed tax strategies to enhance post-tax profitability while maintaining compliance and risk control. • Led client service teams across multiple industries, managing budgets, engagement delivery, and coordination with global offices. • Guided reorganizations, expansions, and exits requiring multi-disciplinary tax collaboration. • Mentored junior professionals, driving a culture of ethics, excellence, and technical precision. Key Achievements: • Supported $2 B+ in international reorganizations. • Achieved 95 %+ client retention through proactive advisory and relationship management.

Senior Tax AssociateDemers Beaulne
2016 - 2018

Delivered corporate tax-planning, compliance, and risk-management solutions for SMEs and international clients. Drafted technical memoranda, handled CRA and RQ audits, and implemented tax-efficient reorganizations

Education

Masters of Master of TaxationUniversité de Sherbrooke
2016 - 2017
Masters of CPA ProgramUniversité du Québec à Montréal (UQÀM)
2015 - 2016
Degree of Bachelor of AccountingUniversité du Québec à Montréal (UQÀM)
2011 - 2015

Certification

Total Certifications1

CPA

CPA Québec

2019

Skills

Core skills0
Languages2

Languages

English
French