Michael Trout Email & Phone Number

Houston, TX, US

Houston, Texas, US

Manage and facilitate the accurate preparation and filing of GHCF and client’s state and federal tax forms. Create and implement tax plans and work with the accounting and leadership teams to identify opportunities for process improvement and potential areas of risk. Ensure our compliance with state, federal and international tax law through a series of.

Houston, Texas, US

Chicago, Illinois, US

• Senior role specializing in tax compliance for individuals, trusts, estates, private foundations, and exempt organizations. Expertise also includes partnerships and s-corporations.Primary focus on family office groups.
• Income tax planning and compliance for wealthy individuals and related entities (S-corps, trusts and investment partnerships)
• Planning using charitable remainder trusts, charitable lead trusts, and private foundations
• Gift, Estate, and GST tax planning and compliance
• Business succession planning, family governance, and related issues
• Exit and succession planning

Chicago, IL, US

• Audit, review, and prepare income tax provisions under ASC 740 and related financial statement disclosures, as well as assisted with client development and the implementation and enhancement of international tax.
• Reviewed US tax compliance forms 1065, 1120, 5471, 8865, 8858, and FATCA, among others.
• Managed multiple client engagements including senior executives in the technology and oil & gas industries.
• Reviewed US federal, state, and local tax returns, tax equalizations, IRS and state tax notices, hypothetical tax calculations, US tax gross-ups, and estimated tax payments.
• Worked with partners and directors on special projects (payroll reporting, gross-up projects) and writing tax technical memos by effectively using tax resources to research tax codes and income tax treaties.
• Prepared global equity tax review documents for clients to assist with taxation of incentive compensation (Restricted Stock, Restricted Stock Units, Stock Options, Bonuses)

GB

• Provide tax processing services to clients by supporting engagement teams across the US.
• Set up the internal technology tools used to manage tax return processes.
• Prepare and file tax extensions.
• Prepare data on relevant tax forms, review and transmit.
• Receive and organize client data.
• Collect, verify, identify outstanding information, and file and notify engagement team when complete.

GB

• Financial statement Review procedures based on understanding between supporting documentation and Financial statement documents in accordance with auditing standards
• Tests of details and controls for fixed asset, inventory, other asset additions, interest income/ expense and dividends including understanding policies, auditing procedures, evaluation of qualitative items
• Document preparation, including gathering information and populating documents based on audit policy and standard templates
• Working knowledge of Audit Standards
• Understand process workflow related to work request from initiation through completion
• Understand how workflow is managed within the workflow management tool

Bachelor’S Degree, Accounting/Finance

Education record