James PustorinoApplied AI Deployment Manager, M&A TaxPwC · CPA, New York

Applied AI and agent systems for M&A tax workpapers.

James is a CPA at PwC, where he has been Manager, M&A Tax since January 2022 and has worked in applied AI since December 2022. He rolled out Harvey, ChatGPT Enterprise, ToltIQ, and Copilot from pilot to daily use. He is actively building two tax agent systems: one drafts diligence request lists and scopes of work from the data room, and one keeps a deal's structure chart current as terms change. Tax professionals review every result.

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  • 3,000+practitioners used Harvey, ChatGPT Enterprise, ToltIQ, and Copilot on 80%+ of days
  • 2internal agent systems, both actively building
  • 50+M&A deals ranging in size from $1B to $25B

Experience

Nine years in PwC tax, now bringing AI into daily M&A tax work.

The 60-second read

  • Puts AI to work. Took Harvey, ChatGPT Enterprise, ToltIQ and Copilot from pilot to daily use for 3,000+ practitioners, on 80%+ of days.
  • Knows the deals it serves. Advised on 50+ M&A deals with deal values from $1B to $25B. Manager, M&A Tax since January 2022.
  • Builds, not just rolls out. Is actively building two tax agent systems. A tax professional reviews every output.
  • Started in the detail work. In Fixed Assets he worked on cost segregation studies, repair studies, TCJA models and ERP onboarding, work that helped seed a $5M service line.

PwCNow · Applied AI since December 2022 · Manager, M&A Tax since January 2022

He took four AI tools from pilot to daily use for 3,000+ practitioners.

Takeaway: The tools are used on 80%+ of days across the M&A Tax practice, and he is now building tax agent systems that a tax professional reviews.

1 dot = 30 practitioners
CorporationPartnership

PwCBefore that · M&A Tax deal work since January 2020

He has advised on 50+ M&A deals ranging in size from $1B to $25B.

Takeaway: He runs cross-border tax diligence and structuring for private equity and corporate buyers.

Details: how a deal gets restructured
  1. Seller owns Target and its subsidiaries.
  2. Buyer acquires 100% of Target.
  3. Seller steps out.
  4. A HoldCo goes in between, the subsidiaries reattach, and the deal closes.

As Manager, M&A Tax since January 2022, he runs diligence and structuring workstreams for private equity and corporate transactions, from first review through post-signing steps. Deal values ranged from $1B to $25B.

The chart uses the same notation as the structuring agent system he is building: a box is a corporation and a triangle is a partnership.

PwCWhere he started · Fixed Assets, June 2017 to December 2019

His fixed asset studies helped seed a $5M service line.

Takeaway: He worked across four kinds of fixed asset studies, the detail work he started his career on before M&A Tax.

Cost segregation: one building, studied as its pieces
Details: the four study types
  • Cost segregation studiesOne building, studied as its component pieces, as the figure shows.
  • Repair studiesRepair expense studies for client fixed-asset portfolios.
  • TCJA modelsTCJA models built for utility clients.
  • Depreciation ERP onboardingOnboarding built as Alteryx pipelines.

Alteryx, one of his tools: manual steps become one repeatable pipeline

Tax Associate, then Senior Tax Associate, from June 2017 to December 2019. The work helped seed a $5M service line, and other teams reused his pipelines.

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