Patrick M Lee
Managing Director, Tax, SALT USIT Core
Patrick is a Managing Director in 乐鱼（Leyu）体育官网鈥檚 State and Local Tax practice in Seattle. In his seventeen years of service at 乐鱼（Leyu）体育官网, he has provided a broad range of state and local indirect tax services to clients in many industries. Prior to joining 乐鱼（Leyu）体育官网, he filled various management positions in the healthcare industry, with health plans in California and Washington. With that experience, Patrick focuses his time and talents on serving many clients in the healthcare and non-profit sector. Patrick is a leader of 乐鱼（Leyu）体育官网鈥檚 National State and Local Tax Healthcare team and a member of 乐鱼（Leyu）体育官网鈥檚 indirect tax leadership.
Professional and Industry Experience
Patrick鈥檚 experience includes:
- Working nationally to coordinate the efforts of KMPG state tax professionals in service to non-profit and for-profit hospitals, health plans and medical provider groups, among other clients
- Managing large, multi-disciplinary teams in carrying out multi-state reverse audits to achieve refunds and deferrals of state and local sales and use taxes
- Providing planning and consulting services and conducting Washington State tax reviews and refund analysis for multiple tax types including state and local B&O tax, sales and use tax, and property tax
- Representing clients with voluntary disclosures, audit defense, managed audits and state ruling requests
- Proven success in identifying and securing tax incentives for clients
- Providing advice and consultation to universities related to state taxation of income from unrelated businesses