Your Name, CPA, JD

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TAX DIRECTOR

Attorney, CPA and Tax professional experienced in providing a broad range of legal and tax services, including business formation, transaction, contract, real estate, probate, tax consulting, and tax compliance services, to public and private companies. Industries served include, healthcare organizations (hospitals and physician practices), real estate, manufacturing, banking and tax-exempt organizations (public charities, supporting organizations and foundations).

STRENGTHS

  • CPA and JD
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  • Inspiring team leader

  • Relationships with clients (CFOs and Tax Directors)
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  • Complex problem solving

  • Leading large complex tax engagements
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  • Tax issue identification and attention to detail

  • Quality control and risk procedures
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  • Developing teams and mentoring staff

  • Partnering with in-house legal counsel
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  • Tax research and planning

PROFESSIONAL EXPERIENCE

Deloitte Tax, LLP 2014 to Present

Senior Tax Manager

Manage and deliver tax consulting, tax compliance, and tax provision services to a broad base of the firm’s clientele, including large integrated healthcare systems, public charities, foundations, a publicly traded southeast regional bank, a manufacturing company, a private family real estate leasing and development company, and individuals.

•Led tax compliance and consulting engagements for four large,multi-million dollar integrated health systems ranging in size from 10 to 30 tax-exempt hospital organizations and supporting organizations, including taxable subsidiaries filing federal (Forms 990, 990-T, 1120 and 1065), state and local tax returns.

•Managed the preparation and filing of Forms 1023 for hospital organizations and supporting organizations. Most recently prepared and filed with the IRS, Forms 1023 for four newly formed post asset acquisition hospital organizations resulting in issuance of IRS determination letters within three months of filing.

•Responsible for marketing tax consulting services to southeast region – grew practice revenue from zero to over $1M in 18 months.

•Oversaw client service engagement budgets, revenue, expenses, and profitability metrics, maintaining at least 30%-50% margins; and invoicing/receivables under 30 days outstanding.

•Led internal working groups designed to increase utilization of offshore India support staff – group utilization rose from 8% to 20% within one year.

•Coach, mentor and actively support development of professionals through performance reviews, succession planning and year round career conversations about their growth, development and long term aspirations; Create employee engagement by being visible and impactful to their careers and showing personal interest in their success at Deloitte.

•Provided for profit corporate and partnership tax compliance, tax consulting services and tax provision (ASC 740) services, including managing the tax return preparation for a large multi-entity regional bank, filing a federal consolidated tax return (Form 1120) and state tax returns in at least 10 states, and for other public and private companies, including REITs, real estate and manufacturing companies.

XYZ, LLP 2008-2014

Tax Manager

Directed completion of partnership and corporate consolidated income tax returns, included: staffing, final review and coordinating with XYZ professionals. Various projects including: E&P studies and M&A tax due diligence. Reviewed FAS 109 tax provisions. Maintained client relationships.

•Learned 704 and prepared 15+ year analyses, during peak tax season, to properly allocate P&L.

•Changed from deducting stock option compensation from calendar year to fiscal year basis to accelerate $2.3 million of deductions.

•Traced debt financed contributions to reclassify $1.5 million of interest from passive to portfolio

ZYX & CO.Assurance & Accounting Services 2005-2008

Tax Senior

Provided tax consulting and tax compliance services to public and private companies, individuals, partnerships, and trusts. Prepared and reviewed federal and state tax returns, including consolidated returns. Supervised tax staff preparing tax returns. Researched and wrote tax technical memoranda. Identified review procedures and assembled, inspected and evaluated evidence in a multi-million-dollar market timing/late trading investigation with large brokerage firm

PROFESSIONAL CERTIFICATIONS & AFFILIATIONS

  • Certified Public Accountant (CPA)
  • Juris Doctor (JD)

EDUCATION

State University, City, State, Juris Doctor

State College, City, State, Bachelor of Business Administration, Accounting