New Business Development
Estate and Gift
High Net Worth Clientele
Budgetary / Financial Analysis
FAS 109 and FIN 48
Ø Strong technical background with the ability to work independently on multiple research projects, including accounting analysis, auditing and oversight, financial analysis, tracking analytics development.
Ø Proven track record and success in developing new business and expansion of existing business lines.
Ø Comprehensive understanding of accounting systems arena due to advanced education and training regarding tax code and federal and state compliance regulations.
Ø Function as main point of contact among peers groups regarding a variety of issues.
Ø Strong capacity work simultaneously between client and staff needs while maintaining quality at all times.
Ø Technology savvy and proficient in multiple administrative and accounting application systems.
Ø Provide tax compliance and advisory services to high net worth individuals and their families, partnerships, corporations, as well as S corporations for a variety of clients from Fortune 500 to middle market to emerging businesses
Ø Experience working with an 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 serving private companies including, private equity firms, venture capital firms, private equity portfolio companies, real estate funds, real estate owners, developers, and investors, construction companies, homebuilders, hotels, brokerage companies, and REITs (Real Estate Investment Trusts).
Ø Experienced in private equity/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 Extensive experience providing financial and tax planning, compliance, estate, gift, and trust planning, accounting, and other family office services to a variety of high net worth individuals ranging from large family groups to entrepreneurs to C level executives to owners of private equity firms.
Ø Managed an approximately $2M portfolio of individual and business clients and acted as the first point of contact for clients. Split time between Deloitte s Private Client Group and Lead Tax Services Group. Clients consisted primarily of a variety of private equity and venture capital firms and high net worth individuals and their families with a net worth ranging from $25 million to $100 million plus. (Deloitte)
Ø Managed an approximately $2M portfolio of individual and business clients and acted as the first point of contact for clients.
Ø Sold two of the three largest tax consulting projects in the firm in 18 month period, involving international tax services. (Hood & Strong)
Ø Provided domestic and international wealth and tax planning to families with a net worth ranging from $20MM to $2B. (Ernst & Young)
Independent Management and Tax Consultant 2009-Present
Started consulting business, working primarily with high net worth individuals and families and privately held businesses in the San Francisco Bay Area.
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.
Represented high net worth family in contact with various tax authorities, controlled all audits and appeals.
Senior Tax Manager, Deloitte Tax, LLP (Laid Off) 2008-2009
Provided comprehensive personal 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.
Other clients included more than 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 entities.
Managed all aspects of client engagement, primary client contact, billing and fee management, supervising, leading, and training the engagement team, tax compliance process, and developing relationship and tax plan.
Reviewed and signed complex individual, trust, gift, partnership, corporate, and multi-state income tax returns. Significant experience in complex international and foreign reporting and compliance.
Worked closely with senior partners to develop new clients 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 practice group.
Senior Tax Manager, KPMG, LLP 2005-2008
Clients consisted of the largest private equity tax client of KPMG in the San Francisco Bay Area, including the founder and his large family, real estate owners, developers, and investors, real estate funds and companies, private equity portfolio companies, other privately held business entities, and high net worth individuals and families with a net worth ranging from $25 million to $100 million plus.
Recruited and hired by KPMG tax leadership to help build KPMG s Private Client or high net worth tax practice in the San Francisco Bay Area. Transferred to Federal Tax Group after KPMG required to divest much of its individual tax practice.
Led KPMG s high net worth individual tax practice in the San Francisco Bay Area after the divestiture. KPMG allowed to retain individual tax work only for owners and C level executives of privately held business clients.
Firm-wide designated gift tax and Generation-Skipping Transfer Tax (GSTT) specialist and reviewer. 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.
Reviewed FAS 109 tax provisions in GAAP financial statements.
Represented multiple clients in IRS and state examinations.
Member of both real estate and private equity practice groups.
- Senior Tax Manager, Hood & Strong, LLP (2 years)
- Senior Tax Manager / New Business Development Manager, Ernst and Young, LLP (6 years)
- Senior Tax Manager Tax Manager, KPMG Peat Marwick, LLP (10 years)
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
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