Keith Winchester, Cpa, Mba Email & Phone Number

Washington Dc-Baltimore Area

Washington D.C. Metro Area

Vienna, Virginia

■Regional tax practice leader. Maintained direct accountability for Mid-Atlantic tax practice.■Annually delivered regional professional service revenue, gross margin and utilization goals. ■Firm-wide subject matter expert in federal income tax and ASC 740.■Delivered ASC 740, federal, state and international tax compliance and professional resource services to clients. ■Directed and managed tax projects offered in national tax practice consulting areas: state and local tax, international tax, transfer pricing, tax process automation, tax risk assessment and various specialty areas to clients. ■Focused on new business development, including creating client-specific strategic tax plans, managing efforts of business development managers, creating external marketing campaigns and pursuing and executing tax business opportunities. ■Developed and coordinated cross-selling initiatives with other service lines, including risk advisory services and financial operations services.■Actively participated in recruiting and retention of tax professionals.

Richmond, Virginia

■Promoted to Tax Director role in 7 months.■Office tax practice leader and manager of seven direct reports. Delivered financial metrics used to assess office operations. Achieved revenue, direct margin, profitability growth and other financial metric growth of >110% over a seven-year span. ■Lead client service tax director on publicly held, middle market, start-up companies and individual clients. ■Delivered ASC 740 services to clients, planned and oversaw federal, state and international tax compliance activities, coordinated service teams, identified accounting method change opportunities and supervised worldwide tax resources to clients and targets. ■Responsible for regional tax marketing, targeting and client development activities including extensive interaction with client targets and upper management executives. ■Collaborated with regional partners on various operations initiatives including staff scheduling, recruitment, retention and development. ■Selected to serve as national training instructor for newly promoted senior tax consultants. Instructed various classes including ASC 740 – Accounting for Income Taxes, inventory methods, financial instruments and business/firm management.

Richmond, Virginia

■Office tax practice leader. Responsible for tax office operations management, client relationships, practice revenue, financial metrics, staff recruitment, retention and development. Supervised a team of nine professionals.■Managed all aspects of client account management, including preparation and audit of ASC 740 tax provisions and tax compliance for publicly held and middle market corporations.■Maintained direct accountability for client tax planning, including accounting method changes and research.■Responsible for federal and state tax compliance for corporate, S-corporation, partnership, LLC and individual clients, including high-net-worth family groups. ■Assisted clients in audit defense. ■Identified tax opportunities and specialist needs at clients and targets.

Richmond, Virginia

■Promoted to Corporate Tax Director role in 18 months.■Head of corporate tax. Managed tax department for a 15 entity $2.6B publicly traded retail company. Responsible for all corporate tax functions including income, franchise, sales and use, motor fuels, abandoned property, business license and annual reports. Responsible for FAS 109 accounting for income taxes, including related disclosures and determining tax reserves.■Ensured and maintained compliance for federal, state and local tax laws. ■Developed and implemented federal and state tax planning, resulting in a significantly improved corporate cash flow. Dramatically reduced interest expense and minimized company’s effective tax rate. ■Managed and controlled federal and state audits to reduce financial statement exposure. ■Consulted with regard to acquisitions and divestitures.■Planned, designed and executed automation of tax compliance information systems. ■Developed relationships and coordinated with professional outside consultants to identify and implement tax planning initiatives. ■Managed corporate fixed asset department, including development and reporting for a $50M enterprise-wide capital budget. Administered $40M low income housing credit portfolio. Developed and administered $1M tax and fixed asset department operating budget. ■Supervised a team of 15 staff members; designed and implemented a successful employee empowerment program. ■Elected Corporate Officer reporting directly to SVP & Controller.

Richmond, Virginia

■Promoted to Senior Tax Consultant role in 9 months.■Concentrated experience in corporate and individual taxation.■Planned, budgeted and performed tax review of consolidated federal, multi-state and corporate tax returns.■Effectively supervised and managed staff to complete various tax assignments in a timely, profitable basis.■Prepared and reviewed financial statement income tax provisions.■Identified client value-added consulting projects.■Organized all local tax training. Tax department technology coordinator.■Audit experience included managing and performing significant audit engagements including a $1 billion acquisition audit and a $100 million cable television audit.

Bba, Accounting, Economics

Activities and Societies: Beta Alpha Psi Accounting Honor Society, Sigma Pi Fraternity, Intramural Athletics

Mba, Business (Finance & Marketing)