.

KM Partners Icon.jpg

Accounting

Follow Us for updates 

LinkedIn Logo.JPG

Vetted Talent

We've found and vetted talent across the spectrum of professions, skills, and experiences in our practices areas. We only include top industry-specific professionals across the US, who we’ve hand-picked as part of our invite-only selection process.

 

Real Estate

Affordable, Workforce & Senior Housing     

Tax Credits

LIHTC, NMTC, Historic, Film, & Renewable Energy

Impact-Investing & Sustainability

Please Note: 

KM’s Web Design & Development Company is building us an all new proprietary website platform. This will serve to more systematically display profiles of industry-specific, qualified professionals, which we have already begun including here on our current legacy site. Our new site will allow for advanced keyword and category searches and integrate with our database through a Career Profile Portal. At present, profiles are generally listed in increasing seniority level as you scroll down. The go-live date for KM's new Website Platform is targeted for October 2020.

Profile ID #15112

Experienced Big 4 and Real Estate Accountant/Controller

  • CPA

  • Master of Accountancy – Top Ranked Business School in Mountain West

    • 3.50 GPA; Outstanding Research Assistant Award

  • Bachelor of Arts in English Language and Literature – Top Ranked University in China

    • 3.89 GPA; Excellent Graduate of the City of Beijing; University Award for Research Project

  • Financial Advisor and Broker Dealer

    • $100M+ revenue, $33B+ assets under management and administration

    • Lead accounting team of 3; reported directly to CFO

    • Ensured accuracy and timeliness of month-end close and financial reporting

    • Accounting guidance research and implementation

      • Lease Accounting (ASC 842)

      • Accounting for meals and entertainment expenses under Tax Cuts and Jobs Act (U.S. Code §274, §162, and §132)

    • Improvements for accounting policies and procedures, and internal controls

    • Main liaison for audits and interim procedures

    • AP system implementation

  • $2B+ REIT

    • Promoted twice in 4 years

    • SEC reporting, XBRL review

    • Corporate accounting and reconciliation

    • FASB pronouncements research and implementation

    • Variance analysis

    • Financial modeling, IRR, NPV

    • Scenario analysis, financial performance analysis

    • Net asset value calculation and analysis

    • Financial software implementation

  • Big Four Audit

    • Public and private clients

    • Financial services, manufacturing, retail, and scrap metal industries

    • Audit planning, substantive procedures, analytical procedures, internal control walkthrough, SEC documents review

Skills:

  • Strong knowledge in GAAP

  • Accounting guidance interpretation and implementation

  • Ability to build and maintain complex financial models in Excel to improve automation and accuracy

  • SEC reporting: Prospectus, Proxy, 10-K, 10-Q, 8-K, Earnings Supplement, 17-H

  • Accounting software implementation

Current Market: Denver

Open to Relocation: No

Top Markets for Consideration: Denver

Profile ID #16379

Experienced Big 4 – Credits and Incentives Professional

  • JD – Top 25 Law School in Midwest

    • Justice Foundation Achievement in Public Service Award

  • Master’s in Leadership

  • Bachelor of Science in History, Minor Political Science – Top 50 Midwest Public University

Managing Director/Principle

  • Achieved over $17m in revenue, grew SALT/Indirect Tax practices by an average of 20% year-over-year

  • Negotiated over $100m worth of incentives

  • Secured over $50m worth of statutory incentives (including WOTC, Investment, and Jobs Credits)

  • Successfully negotiated incentive packages for clients in over 40 states

  • A recognized leader in coaching, mentoring, and developing staff with 10 direct reports

  • Developed and Implemented Practice Guidelines for Credits and Incentives vertical

  • Business development philosophy

  • Coordinated workflow

  • Go-to-market strategy and marketing materials

  • Client service guidelines

  • Delivered high-quality screening results for the Federal Work Opportunity Tax Credit program; assisted clients to obtain an average of 90% screening rate and 15% eligibility rate for the program

  • Financial modeling and net present value analysis

  • Federal and state tax return look back reviews

  • Tax incentive compliance, including program tracking, filing and renegotiating incentive packages

  • Monetizing tax credits, including transfer and sale of credits

  • Paycheck Protection Program; Disaster Relief Loans

  • COVID-19 State and Local Loan Programs Nationwide

  • Experience in ~30 states with specific tax credit and incentive programs like Federal Tax Credits, New Market Tax Credit, as well as the following:  General/Non-Specific State Tax Credits

  • Investment Tax Credits

  • Training Grants

  • Job Credits

  • Forgivable Loans

  • Historic Rehabilitation

  • Low Income Housing Tax Credits

  • R & D Tax Credits

  • Film Tax Credits

  • Manufacturing Sales and Use Tax Exemptions

  • Data Center Sales and Use Tax Exemptions

  • Sales and Use Tax Refunds

  • PILOT/FILOT Agreements

  • Property Tax Abatements

  • Property Tax Exemptions (i.e. on manufacturing equipment, data center equipment etc.)

  • Renewable Energy Tax Credits

  • Enterprise Zone

  • Tax Increment Financing (TIFs), Business Improvement Districts (BIDs), Revitalization Tax Increment Financing (RIZ

Key accomplishments from specific projects:

  • Achieved $14M New York Excelsior Jobs Tax Credit award for Fortune 100 manufacturing client against expanding its operations in the Northeast

  • Achieved a $4 million dollar Oklahoma Quality Jobs Program incentive for an Oil and Gas headquarters project

  • Completed and secured over $30m in incentives for a renewable energy company in Texas via a 312/313 Agreemen

Skills:

  • Strong technical knowledge in credits and incentives and site selection

  • Cross-selling; business development

  • Ability to manage multiple projects; bring them to a successful conclusion and manage a heavy workload under pressure

  • Building relationships with cross-functional teams

Current Market: Texas

Open to Relocation: Yes

Top Markets for Consideration: Nashville, Atlanta, Minneapolis, Chicago, Indianapolis, Washington, D.C./Northern Virginia, Denver, Dallas, Boston, Vancouver, and Toronto

KM Search Partners is a National Executive Search and Professional Recruiting Firm. KM Search Partners provides professional and C-level executive search for Real Estate, Development, Investment Management, and Infrastructure as well as related Finance and Business Services Nationally. KM Search Partners provides Executive Search for Affordable Housing and Low Income Housing Tax Credits (LIHTC). KM Search Partners provides executive search in Denver across multiple industries. KM Advisory Services provides values-based knowledge management consulting that enhances organizational performance and optimizes long term value. Executive Search for Affordable Housing and Low Income Housing Tax Credits (LIHTC). Executive Search and Professional Recruitment for Multifamily and Commercial Real Estate. Affordable Housing Executive Search and Recruitment. Affordable Housing Recruiting. Recruiting for Affordable Housing. Affordable Housing Search Firm. Low Income Housing Tax Credit Executive Search. LIHTC Executive Search Firm. LIHTC Recruiting. Affordable Housing Executive Search Firm. Low Income Housing Tax Credit Executive Search Firm. Affordable Housing Jobs. Affordable Housing Careers. Jobs in Affordable Housing. LIHTC Jobs. Jobs in LIHTC. Careers in LIHTC. 

CONNECT WITH US