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Manager Management

Chicago, Illinois, 60654, United States
March 06, 2011

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Amy Markwell, CPA

*** *. ********* **., **** **07

Chicago, IL 60654



Deerfield Capital Management LLC, Rosemont, IL

June 2007-Present

Tax Manager, Vice President

. Sole member of the tax department directly reporting to CFO

. Oversee the required tax reporting for the CDOs, bank loan fund, the

management company (with assets under management of approximately $9.6

billion), London subsidiary, and the public company (Deerfield Capital


. Collaborate with external tax service providers and legal counsel on

filing preparation, tax position interpretations, and strategic


. Prepare monthly taxable income calculations

. Calculate and prepare quarterly estimated tax payments

. Prepare quarterly ASC Topic 740/FAS 109 Tax Provision calculations and

footnote disclosures

. Prepare correspondence to federal and state taxing authorities to

resolve issues/notices

. Assist with managing company's compliance with The Investment Company

Act of 1940

. Monitored ownership changes in relation to Code Section 382 and

assisted with Charter Amendment to prevent an ownership change under

Section 382 (prior to June 9, 2010 intentional Section 382 ownership


. Assisted with tax issues relating to the acquisition of another

management company in June 2010 including issues related to purchase

price allocations, debt restructuring, and Section 382 consequences

. Post-ownership change, calculated Section 382 limitation, computed

unrecognized built-in-losses on an asset by asset basis, and prepared

substantial nonbusiness asset computations

. Managed the final stages of preparation and filing of the 2009 SEC

report on Form 10-K and managed the full preparation and filing of the

2010 first quarter SEC report on Form 10-Q during a colleague's

maternity leave

. Reviewed cash reconciliations, weekly NAV calculations, monthly

financial statements, and quarterly management fee calculations and

invoices for the Managed Accounts (prior to sale of Managed Accounts)

. Developed solutions to maintain REIT qualifications for the tax year

ended 2007, including asset transfers to taxable REIT subsidiaries

. Researched and prepared memos and presentations to management and the

board of directors on alternative tax structures for 2008, including

publicly traded partnerships and corporations

. Prior to de-REITing in 2008, prepared and analyzed quarterly REIT

qualification tests, prepared distribution requirement calculations,

calculated 1099-DIVs, and maintained required REIT records

. Assisted with tax issues relating to the merger of the public company

with the management company (2007)

. Reviewed and coordinated transfer pricing for both the London

subsidiary and the domestic companies

. Prepared liquidity forecasts during the liquidity crisis in

fall/winter of 2007

KPMG LLP, Chicago, IL January

2000-May 2007

Tax Manager in Real Estate Tax Group

January 2000-August 2002, part-time paraprofessional

August 2002-May 2007, full-time professional

. Reviewed federal and state tax returns for primarily real estate

partnerships and REITs

. Reviewed federal and state tax returns for corporations and S-


. Limited review of federal and state tax returns for individuals and


. Reviewed and analyzed quarterly REIT testing and annual 1099-DIV


. Cooperated with federal and state taxing authorities to resolve client


. Provided assistance to KPMG auditors and performed limited reviews of

Tax Provision calculations

. Managed over $800,000 in client accounts

. Performance Manager to three staff members

. KPMG National Training Instructor-Instructed courses on tax related

issues for new hires to the firm

. Team Leader in recruiting for DePaul University (3 years)

. Assisted Campus Recruiting Department with candidate interviews and

attending career fairs


DePaul University, Chicago, IL

Bachelor of Science in Accounting (Honors Program)

Bachelor of Science in Management

Cumulative GPA: 3.92/4.0 (Highest Honors)


Certified Public Accountant-Exam passed May 2003, Licensed 2004,

Registered 2010

Named Employee of the Quarter for the Fourth Quarter 2007, Deerfield

Capital Management, LLC

Beta Alpha Psi Accounting Fraternity

John Cardinal Newman Scholar, 1998-2002 (for class


DePaul University Ledger and Quill Scholar, 1998-2002

DePaul University Strobel Scholar (Accounting Honors Program)

DePaul University Ryan Management Scholar, 2001

Dean's Award for Scholastic Excellence (1999 and 2000)

Ledger and Quill Student Leadership Award, 2000

DePaul University Dean's List (all quarters in attendance)


Visiting Volunteer, Little Brothers Friends of the Elderly, July 2000-



Microsoft Office, RIA GoSystem Tax Software, RIA Checkpoint, and

General Internet applications

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