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Yyyyyy x. yyyyyy

                                                    30 Mounds Road #0000 xxxxxx xxxx , xxxx , xxxxx 00000



Certified Public Accountant

Performance-focused Accountant with over fifteen years of Big 4 public accounting, eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.


New Business Development

Financial Planning

Real Estate

Tax Compliance/Consulting

  Private Equity

  Quality Assurance

  Family Office

  Estate and Gift

  Venture Capital

  High Net Worth Clientele

  Budgetary / Financial Analysis

  FAS 109 and FIN 48



Qualifications Profile


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  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.



Functional Competencies


Ø  Carefully analyze various financial documents and reports in order to identify and reconcile potentially costly errors and meet client needs.  Specific high-level functions include; review and maintenance of engagement budgets, review of tax returns, budget preparation, preparation and management of high net-worth returns, preparation of private foundation returns, regular correspondence with tax authorities regarding various client issues.

Ø  Review partner tax allocations, tax adjustments, schedule K-1 and 1065 forms for hedge funds, private equity funds, and fund-of-funds.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity.



Select Achievements


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)









Professional Career Track


Independent Management and Tax Consultant                                                                    2009-Present


  Main responsibilities include


Senior Tax Manager, KPMG, LLP                                                                                               2005-2008


  Main responsibilities include







































Academic Training & Additional Information


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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