Manager (Tax & Accounting)

CHAD CAUGHELL, CPA

*** * ****** **, ***** Barbara, CA 93101

805-***-**** ****.*.********@*****.***

PROFESSIONAL EXPERIENCE

Roger K. Elmerick CPA, Inc. Santa Barbara, California Manager October 2014- Present

• Managed the preparation of partnership tax returns for one of California’s largest hotel managers.

• Designed a comprehensive Excel model to project tax liability for a client with over 100 partnership entities.

• Constructed the firm’s procedures for implementing the new IRS tangible property regulations.

• Advised clients on tax impacts of real estate transactions including structuring the ownership of potential property acquisitions and deferring taxable gains on the sale of property through a §1031 exchange.

• Developed client relationships and increased the firm’s business by bringing in new clients. University of California, Santa Barbara Santa Barbara, California Lecturer, Department of Economics September 2016- Present

• Taught principles of individual taxation through weekly lectures and office hours to upper-division students.

• Created course content to prepare students to become accounting professionals and pass the CPA exam.

• Counseled numerous students regarding their future professional careers or pursuit of graduate studies. University of California, Santa Barbara Extension Santa Barbara, California Instructor, Strategic Business Program April 2015- Present

• Taught accounting ethics and responsibilities to students pursuing careers in public accounting.

• Facilitated class discussions and simulations that challenged the ethical decision making of the students. Deloitte & Touche, LLP Philadelphia, Pennsylvania

Audit Senior, Investment Management July 2013- July 2014

• Audited the valuations of investments held by hedge funds, mutual funds, and venture capital funds.

• Analyzed and assisted clients in applying new accounting reporting requirements (e.g. ASU 2011-04).

• Received highest year-end rating given by firm in June 2014 for audit work performed in the 2013-2014 year.

• Supervised team of professionals in India by reviewing work papers and managing workflow of multiple jobs. Audit Senior Assistant, Investment Management September 2011-June 2013

• Examined the consolidation and variable interest entity reporting for of one of LA’s largest asset managers.

• Obtained IFRS accreditation to effectively audit a client’s reporting to their European parent company. EDUCATION

University of California, Los Angeles Los Angeles, California Bachelor of Arts in Economics with Accounting Minor September 2007- December 2010

• Graduated Magna Cum Laude in three years and one quarter and awarded the Scholarship of Academic Excellence in Accounting in 2010 by the Student Accounting Society at UCLA. ADDITIONAL INFORMATION

Christ Presbyterian Church Santa Barbara, CA

First Thursday Volunteer Coordinator and Community Group Host April 2016-Present

• Coordinated and oversaw biannual First Thursday art events featuring the work of local musicians and artists. CalCPA, Channel Counties Chapter Santa Barbara, CA Golf Committee Co-Chair April 2015-Present

• Recruited sponsors and planned the annual golf tournament with 70+ participants to raise scholarship funds. Certified Public Accountant

California Board of Accountancy (License #124852) Awarded September 2014 State Board of Accountancy, Pennsylvania (License #CA056956) Awarded May 2013 (Inactive)

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