Robena Jafari

Robena Jafari

Robena Jafari is a tax partner and leader of Baker Tilly’s specialty tax team, which brings together the practices of international tax advisory, transfer pricing, IRS advocacy and controversy, state and local tax advisory services, credit and incentive advisory services, cost segregation, transactional tax advisory services and tax automation. She is responsible for developing and implementing strategy and driving growth within the specialty tax team.

Robena also serves as Baker Tilly’s practice leader for international tax services, a member of Baker Tilly’s tax leadership team, and as a board member for Baker Tilly Global Tax Solutions, an integrated solution that offers coordinated tax advisory and tax compliance services across global geographies.

  • Extensive experience planning and implementing strategic cross-border tax strategies, in particular:
    – Offshore intelligence property holding companies
    – Value chain planning/restructurings
    – Cross-border transactions, including pre-acquisition planning, tax due diligence and post-acquisition integration
    – U.S. anti-deferral planning (i.e., subpart F provisions and GILTI)
    – Foreign tax credit optimization strategies
    – Income tax treaty interpretation and analysis
    – Effectively connected income to a U.S. trade or business analyses and planning, including FIRPTA
  • Works with a variety of private and public companies across multiple industries, including technology, life sciences, software as a service (SaaS), financial services, alternative investments, retail and manufacturing 
  • How Women Lead, leadership committee member

Location

San Francisco, CA

Education

Juris Doctorate 
Northwestern University

Masters 
Harvard University

Masters 
Golden Gate University