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Yyyyyy x. yyyyyy
30 Mounds Road #0000 xxxxxx xxxx , xxxx , xxxxx 00000
xxx-xxx-xxxx
abc@xyz.com
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
|
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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