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 systems and controls that are designed to ensure accurate, timely reporting.Monitor current and impending changes to regulation and make the appropriate updates to policies and strategies.

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, family businesses, executives, hedge funds and privately held companies, ultra high net worth individuals, alternative investments, financial services, broker dealers, private equity, management companies, blocker corporations, private foundations, and other commercial services.Comprehensive Experience helping Ultra-High Net Worth individuals and families meet their financial objectives. Exceptional tax research and analytical skills. Proven ability to clearly communicate complex concepts in language that is readily understood by both clients and professionals. Specalizing in:•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 •Residential property tax, and residence and domicile advice•Assisting with cross-border M&A deals, such as by advising about optimal acquisition structures, performing tax due diligence, assisting with post-acquisition integration, and providing relevant tax planning•Consulting on cross-border restructuring plans, such as, IP migration, Entity Minimization, acquisitions, and dispositions, etc.

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 provision procedures.• 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)• Reviewed calculations for various types of incentive compensation vested in multiple countries.• Participated in the design and implementation optimal global business operational structures, and provide advice to corporate clients about the tax implications of various relevant transactions.

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. •Receive, sort, process and input external K1 tax return forms. •E-file tax returns. Clear diagnostics, submit returns, clear rejections, file confirmations, engagement team notification. •Demonstrated understanding of the process workflow related to work requests from initiation through completion. •Consistently demonstrate teamwork dynamics by working as a team member; understand individual and team roles; contribute to a positive working environment by building solid relationships with team members; and proactively seek guidance, clarification and feedback.•Interact with professionals from around the country with diverse experiences and subject matter expertise•Participate in a collaborative team, with a focus on knowledge sharing and thought leadership•Review, understand and execute processes assigned•Review and understand modules / systems required in performance of process•Understand optimal and required manner in which to document results of work performed•Participate in a wide range of projects; consistently demonstrating creative thinking and individual initiative.

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 •Understand optimal and required manner in which to document results of work performed •Consistently demonstrate teamwork •Serve as participant on communications with numerous engagement teams •Understanding of accounting principles •Interact with various levels of firm management through both written and verbal form •Demonstrated self-motivation and a desire to take responsibility for personal growth and development

Bachelor’S Degree, Accounting/Finance

Education record