Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Daniel Holt

Dallas

Summary

Seasoned Managing Director with strong leadership skills and significant experience in strategic planning, team building, and financial management. Highly skilled at driving growth by leveraging resources, creating partnerships, and aligning operational processes to business objectives. Demonstrated success in developing effective strategies that significantly improve efficiency and bottom-line profit. Known for fostering innovation, managing risk effectively, and leading cross-functional teams to achieve organizational goals.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Tax Managing Director

Kpmg Us
Dallas
06.2007 - Current
  • Led compliance and consulting engagements for various international and U.S. clients in asset management tax practice.
    Consulted on planning and structuring acquisitions, dispositions, and debt restructuring strategies.
    Advised on Unrelated Business Income Tax rules, minimizing tax liabilities effectively.
    Managed compliance and reporting for foreign investments, ensuring regulatory adherence.
    Guided real estate funds, private equity funds, debt funds, and other entities on tax matters.
    Structured partnerships and IRC Section 704 allocations to optimize client outcomes.
    Leveraged 18 years of industry knowledge to address complex client needs.
    Enhanced firm growth through strategic client advisory initiatives.

Education

Masters of Accountancy -

University of Oklahoma
Norman, OK
05-2007

Skills

  • Tax compliance
  • Partnership structuring
  • Business development
  • Staff management
  • Certified public accountant (CPA)
  • Client relationships

Certification

  • Texas CPA

Timeline

Tax Managing Director

Kpmg Us
06.2007 - Current

Masters of Accountancy -

University of Oklahoma

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