Tax Managing Director

Provided tax consulting and compliance services to a broad range of clients focused on financial services, including diverse alternative investment industry experience (managed investments, hedge funds, private equity, venture capital, fund of funds and master-feeder relationships) with in-depth knowledge of domestic and international issues specific to the managed and alternative investments industry.

Tax Manager 06/2010 to 11/2014The Energy & Minerals Group Dallas, TXResponsible for managing the federal, international and state tax compliance, tax planning, and audit function for several U.S. and foreign private equity funds; including review of financialstatements, reviewing taxable income calculations, Schedule K-1s and tax returns prepared by outsourcing firms; tax research and planning for issues related to the funds, and responding to questions from investors or tax authorities. Experience with tax issues common to investment partnerships, including: UBTI, FIRPTA, U.S. trade or business/ECI issues for foreign investors, QEF elections, sourcing of GP management fees, and promote/carried interest allocations. Assisted deal professionals with due diligence on investment acquisitions and divestments. Served on the Board of Directors of various portfolio companies.Chief Compliance Officer 01/2012 to 02/2014The Energy & Minerals Group Dallas, TXIn addition to serving full time as tax manager, assisted outside service providers with the development and implementation of EMG's initial compliance program,including initial registration with the Securities and Exchange Commission as an Investment Advisor. Responsible for preparation and submission of periodic and annual SEC reports. Assisted outside advisors with initial SEC compliance examination

Provided tax consulting and compliance services to a broad range of clients focused on financial services, including diverse alternative investment industry experience (managed investments, hedge funds, private equity, venture capital, fund of funds and master-feeder relationships) with in-depth knowledge of domestic and international issues specific to the managed and alternative investments industry. Served as a member of the national Alternative Investment Funds Teamand Hedge Fund Practice Coordination Group. Served on a national internal task force to review and redesign training for tax staff and seniors.

Preparation and review of federal and state tax returns. Supervision of staff and senior tax staff.