Partner

Marcus Sharei, CPA, JD, MBA

Tax

Collaborating with a diverse set of people brings real value.

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Bio

Meet Marcus

Marcus specializes in international tax structuring, cross-border transactions, transfer pricing, merger & acquisition integration, and global earnings mobility strategies.  He has extensive experience in the manufacturing, internet, SaaS, computer hardware, biotech and services industries.

He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He earned a B.A. in sociology from the University of California, Berkeley; an M.S. in taxation and an MBA  from Golden Gate University; a J.D. from Kensington Law School; and an M.S. in strategic studies from the U.S. Army Command and General Staff College.

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Experience

Professional History

Associations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Community

  • American Legion

Education

  • Kensington Law School
  • Golden Gate University
  • University of California, Berkeley
  • U.S. Army Command and General Staff College

Experience

  • Sharei Consulting LLC
  • Crowe Horwath LLP
  • Hood & Strong LLP
  • GoTrade.com Inc. (An AIG Company)
  • Flextronics International Limited
  • PricewaterhouseCoopers
  • Warner Brothers Inc.
  • Arthur Anderson
  • U.S. Army

Q&A

Q. What is it about accounting and consulting that first drew your interest?
I have always been drawn to solving complex challenges, and the accounting profession seemed like a perfect fit for me.
Q. Without naming names, tell us about your favorite client and why you enjoyed working with them.
My favorite client was a Switzerland-based internet provider holding company. They had an excellent chief financial officer and a strong accounting team. I also enjoyed the interplay of Swiss tax laws.
Q. What’s your proudest moment?
When I became a senior officer (captain) in the U.S. Army, and when I made partner at Armanino. These two moments really boil down to recognition of civilian and professional achievements.
Q. If you could pass on a nugget of wisdom to aspiring accountants or consultants, what would that be?
I have always encouraged early career accountants to exercise patience and always be proactive.
Q. What do you love most about your work?
The opportunity to work with a diverse group of people in different types of businesses and industries.
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Industries Served
Marcus's Thought Leadership
Blog articles
Article
New ownership filing requirement affects companies with revenue under $5M and less than 20 employees.

January 13, 2021
Blog articles
Article
The Indian tax authorities have passed the newly introduced equalization levy (EL) of 2% on non-resident e-commerce sel...