Zachary M Vought
Pittsburgh
Summary
Experienced tax professional with a proven track record at RSM - Family Office, specializing in tax planning and strategy, accounting, and consultation serviers for Family Offices and high-net-worth individuals. Excelled in business development and leadership, demonstrating adaptability and analytical prowess. Achieved significant process improvements, showcasing a blend of technical expertise and client relationship management.
Overview
7
7
years of professional experience
Work History
Supervisor
RSM - Family Office
07.2023 - Current
- Conducted comprehensive assessments of tax returns for individuals, trusts, and investment-related businesses for family offices.
- Consult on tax planning strategies, or consultation on tax projections.
- Business development with new prospective clients.
- Help with planning, structuring, compliance, and consulting for families. Mainly on the implementation of lender structures.
- Monitored numerous employee activities, and assigned tasks to cover demand.
Senior Associate
RSM - Family Office
07.2022 - 07.2023
- Review and preparation of individuals, tax planning, trusts, and partnerships within family offices.
- Business development with new prospective clients.
- Training Staff.
Senior Family Office / Ultra High Net Worth Tax Consultant
Clarfeld - Citizens Private Wealth
01.2021 - 07.2022
- Company Overview: Specializing in Family Offices and Ultra High-Net-Worth Individuals
- Individuals, tax planning, trusts, investment partnerships, non-profits, and gift tax returns.
- Conducted tax research and calculations for various returns, including international returns.
- Specializing in ultra high-net-worth individuals.
Tax Accountant
Louis Plung & Company
02.2019 - 01.2021
- Prepared returns for individuals, corporations, trust, partnerships and non-profits including federal, state, local returns, and extensions
- Conducted tax research and calcs for various returns
- Implemented CCH Axcess to firm and employees
- Responsible for return tracking, including updates to status (extensions and Returns), and tax workflow in general tracks 2,000 yearly returns with multiple forms
Accountant I
BNY Mellon
05.2018 - 02.2019
- Audited the unapplied accounts and different legal entities
- Moderately complex accounting activities relating to the maintenance of a complete and accurate general ledger and resulted in reports to management reports to be reviewed
Education
Master of Business Administration (M.B.A.) - Forensic Accounting & Fraud Investigation
Seton Hill University
08.2022
Bachelor of Science (B.S.) - Accounting
Seton Hill University
05.2018
Skills
- Tax planning and strategy development
- Business Development
- Team management and leadership
- Process improvement and efficiency
- Tax software implementation and optimization
- Tax compliance and regulation knowledge
- Time management and organization
- Client relationship management
- Adaptability to changing tax laws and regulations
- Research and analytical skills
- Organizational and planning
- Project management
- Business development
Degree
MBA
References
References available upon request.
Timeline
Supervisor
RSM - Family Office
07.2023 - Current
Senior Associate
RSM - Family Office
07.2022 - 07.2023
Senior Family Office / Ultra High Net Worth Tax Consultant
Clarfeld - Citizens Private Wealth
01.2021 - 07.2022
Tax Accountant
Louis Plung & Company
02.2019 - 01.2021
Accountant I
BNY Mellon
05.2018 - 02.2019
Master of Business Administration (M.B.A.) - Forensic Accounting & Fraud Investigation
Seton Hill University
Bachelor of Science (B.S.) - Accounting
Seton Hill University
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