New Business Development Personal Financial Planning Private Equity/Venture Capital Tax Compliance/Consulting

Project Management   Corporate Tax   Family Office   Estate, Gift, and Trust

Real Estate   High Net Worth Individuals   Pass Through Entities   FAS 109 and FIN 48

 

Ø  Fifteen years of individual, corporate, and partnership tax experience in Big 4 public accounting providing a broad range of federal, state, and international tax services to private and public companies.

Ø  Demonstrated new business development skills.  Adept at establishing rewarding relationships to benefit business development with ability to articulate complex information and at cross-selling other services including federal, state, international, accounting methods, and tax credits.

Ø  Tax, wealth, and financial advisor to high net worth individuals and families on financial plans utilizing knowledge of tax and investment strategies, securities, estate and gift tax planning, trust planning, wealth transfer strategies, cash flow, retirement planning, risk management and hedging strategies, business succession planning, charitable giving, executive compensation and benefits, real estate, private equity, privately-held businesses, and other family office services.

Ø  Experience advising expansive and diverse array of businesses C multinationals, privately-owned companies, entrepreneurs, family businesses, trusts, partnerships, and not-for-profit organizations.

Ø  Extensive industry focused experience in private equity and real estate including, private equity and venture capital funds, fund-of-funds, management companies, private equity portfolio companies, real estate funds, real estate owners, developers, and investors, construction companies, homebuilders, hotels, and, brokerage companies, and private REITs (Real Estate Investment Trusts).

Ø  Specialized experience with private equity and real estate fund formations, investment structures, partnership allocations and income and capital account reconciliations, investments by non-U.S. persons in the U.S., and tax problems of tax-exempt organizations.

Ø  Experience managing multiple client engagements and client service teams with ability to lead, train, supervise, and mentor staff and other junior professionals while providing exceptional client service including quality and timely completion of projects.

Ø  Served as primary tax resource for key clients and other professionals firm-wide on a variety of tax issues.

Ø  Experience with corporate taxation, consolidations, and FAS 109 and FIN 48.

Ø  Strong technical knowledge of pass through entities.

 

 

Ø  Managed an approximately $2M portfolio of individual and business clients and acted as the first point of contact for external and internal clients.

Ø  Prepared and reviewed over a thousand complex individual, corporate, partnership, trust, gift, tax-exempt organization, and multi-state tax returns.

Ø  Identified, pursued, and closed new business development opportunities including add-on business involving international, state, accounting methods, or tax credit services with fees in the high six figures over the past eight years.

Ø  Provided financial and tax planning, compliance, estate, gift, and trust planning, accounting, and other family office services to over 50 high net worth individuals and families with a net worth ranging from $20MM to $3B ranging from large family groups to entrepreneurs to C level executives to founders of private equity firms.

Ø  Provided tax compliance and consulting services to over 100 private equity, real estate, and privately-held businesses.

 

n B.S. C Accounting, University of Montana

n Certified Public Accountant, California and Montana

n Member C American Institute of Certified Public Accountants

n Passed Series 65 Exam

 

 

Independent Management and Tax Consultant                                                                    2009-Present

 

  Provided two large family groups, each with net worth in the high eight figures, with accounting, tax planning and compliance, financial planning, and other family office services.

  Worked directly with CEO of a successful chain of restaurants in the San Francisco Bay Area looking to expand business to China to build a complex financial operating model and to develop the business plan.

  Provided advice to senior management of a newly-formed joint venture on a variety of strategic, operational, and tax subjects including business strategy and planning, financial modeling, operations design and optimization, business plan, mergers and acquisitions, operating budget development, U.S. and foreign entity structuring, and equity including planning of specific executive compensation strategies.

  Assisted the CPA firm, Harb, Levy & Weiland, for three months in building their real estate practice, de novo, in a new, emerging market for the firm, i.e., real estate workouts and debt restructurings.

 

Senior Tax Manager, Deloitte Tax, LLP (San Francisco, CA)                                                     2008-2009

 

  Managed a $2 million portfolio of individual and business clients and acted as the first point of contact for clients.

  Provided financial planning and tax advice, including developing and implementing strategies for estate and gift tax planning, income tax planning, risk management, charitable giving, cash flow, and retirement planning for high net worth individuals and families.  Trusted business advisor so consulted directly with clients attorneys, bankers, and advisors to implement wealth and tax planning strategies.

  Provided tax compliance and consulting services to over fifteen private equity and venture capital firms, including hundreds of multi-tier limited partnerships, LLCs, and corporations, management companies, as well as non-U.S. and foreign entities, brokerage companies, hotels, real estate companies, and other privately held companies.

  Managed all aspects of client engagement, primary client contact, billing and fee management, supervising, leading, mentoring, and training team members, and developing and building client relationships.

  Reviewed and signed complex individual, trust, gift, partnership, corporate, tax-exempt organization, and multi-state income tax returns. Significant experience in complex international and foreign reporting and compliance. 

  Sold new business including add-on business such as international and state and local tax services.

  Represented multiple clients in IRS and state examinations.

  Member of private equity/venture capital practice group.

 

Senior Tax Manager, KPMG, LLP (San Francisco, CA)                                                              2005-2008

 

  Managed a $2 million portfolio of individual and business clients and acted as the first point of contact for clients.

  Provided tax compliance and advisory services to real estate owners, developers, and investors, real estate funds and companies, private equity portfolio companies, privately held businesses, and high net worth individuals and families including the largest private equity tax client of the firm in the San Francisco Bay Area as well as its founder.

  Managed risk and financial performance of engagements including billing, collections, and the budget for projects as well as teams of tax professionals and staff working on client engagements.

  Recruited by KPMG tax leadership to help build KPMG s Private Client practice in the San Francisco Bay Area. Transferred to Federal Tax Group after KPMG divested its Private Client practice.

  Led KPMG s high net worth individual tax practice in the San Francisco Bay Area during and after the divestiture. 

  Designated gift tax and Generation-Skipping Transfer Tax (GSTT) specialist and reviewer firm-wide. Served as gift tax and GSTT resource for internal and external clients. 

  Reviewed and signed complex individual, trust, gift, partnership, LLC, and corporate tax returns for privately held business, private equity, venture capital, real estate, and high net worth individual clients.

  Prepared and reviewed U.S. GAAP FAS 109 income tax provisions.

  Represented multiple clients in IRS and state examinations. 

  Member of real estate/private equity practice group.

 

Additional Experience

 

-  Senior Tax Manager, Hood & Strong, LLP, San Francisco, CA (2003-2004)

 

-  Senior Tax Manager / New Business Development Manager, Ernst and Young, LLP, San Francisco and San Jose, CA  

   (1997-2002)

 

-  Senior Tax Manager / Tax Manager/ Tax Staff, KPMG, LLP (Billings, MT and Tysons Corner, VA) (1988-1997)

 

 

 

 

Yyyyyy x. yyyyyy

 xxx-xxx-xxxx / abc@xyz.com

 

 

 

DATE

NAME HERE OF RECIPIENT

NAME HERE OF COMPANY

 

Dear RECIPEINT NAME:

Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer several years of academic and practical training in the financial analysis field, specifically as a tenured Certified Public Accountant.  I have also worked as a technical expert and advisor in numerous forms, so I understand this subject matter from many different levels.  Most recently, I have been working as an Independent Management and Tax Consultant for various high-profile organizations.  

 I am accustomed and skilled at managing complex situations in financial planning and possess the ability to offer unique and comprehensive advice aimed at maximizing investments for both corporate and individual clients.  I have a strong drive to work beyond the usual methods to meet my client s needs while maintaining quality and integrity at all times.

            I am an exceptionally hard worker and my peers consider me a strong team player.  My enthusiasm comes from utilizing my skill set to benefit the organization and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.

Sincerely,

Daniel Kufeld