Manager Management
Resume:
Amy Markwell, CPA
*** *. ********* **., **** **07
Chicago, IL 60654
*****@*****.***
PROFESSIONAL EXPERIENCE
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
Corp.)
. Collaborate with external tax service providers and legal counsel on
filing preparation, tax position interpretations, and strategic
transactions
. 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
change)
. 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-
corporations
. Limited review of federal and state tax returns for individuals and
trusts
. Reviewed and analyzed quarterly REIT testing and annual 1099-DIV
calculations
. Cooperated with federal and state taxing authorities to resolve client
issues/notices
. 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
EDUCATION
DePaul University, Chicago, IL
Bachelor of Science in Accounting (Honors Program)
Bachelor of Science in Management
Cumulative GPA: 3.92/4.0 (Highest Honors)
HONORS/PROFESSIONAL AFFILIATIONS
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
valedictorians)
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)
ACTIVITIES
Visiting Volunteer, Little Brothers Friends of the Elderly, July 2000-
Present
COMPUTER SKILLS
Microsoft Office, RIA GoSystem Tax Software, RIA Checkpoint, and
General Internet applications
Contact this candidate