Dave Haupt
Washington,UT
Summary
Dedicated to empowering teams and clients to address complex challenges that drive growth, streamline processes, and deliver meaningful results. Possesses keen insights and a proven track record of effective leadership, fostering an environment of trust at every executive table. Committed to developing impactful solutions that address immediate needs while paving the way for long-term success.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Director of Tax/Partner
Red Rock Tax and Consulting
Hurricane, UT
01.2020 - Current
- Managed consistently profitable growth by identifying and attracting the right clients, with the correct service offerings across five locations
- Provided strategic coaching to business owners, guiding pre-sale preparation, tax strategy implementation, and advising throughout the transaction to maximize value and ensure a smooth exit
- Aligned multi-site teams to identify a key issue, choose a solution, and implement it successfully
- Launched a purpose-driven nonprofit model that helps clients align values, reduce taxes, and generate high advisory fees
- Improved accountability in tax processing for the team, consistently improving tax season stress levels while processing 3600 tax returns
- Published several articles in Accounting Today, Car Wash Magazine, and Laundry News
- Featured presenter at multiple national conventions [NATP, NAICS and SWCWC] Las Vegas, Nashville, West Palm Beach
Education Chair
NATP Board of Directors
St George, UT
09.2024 - Current
- Organized the Annual conference, found the venue, booked the speakers, sponsors, vendors, and meals. Attendance was 161, a 30 percent improvement from the prior year.
- Corresponded with national liaisons to decide on curriculum and improved relations with the IRS
Founder
Allied Tax Planners
Pleasanton, CA
01.2012 - 03.2021
- Owner preparing 1120S, 1120, 1041, 1065, 1040, 990PF
- Drove new referrals, growing the client base 600 percent in six years
- Earned Top Pro recognition from Thumbtack six years in a row, a top one percent recognition
- Repaired unhappy client relations from previous practice owners' inattention and soured relationships
- Expanded service offerings, audit protection, and IRS representation services, boosting revenue
Product Manager SME in Tax Accounting/1120S Filings
Canopy Tax
Lehi, UT
06.2018 - 01.2020
- Directed 24 24-person team in the US and the Philippines, developing the first cloud-based tax preparation software
- Conducted numerous and frequent interviews with users to improve features and utility
- Created a backlog of work for the team, providing consistency and a better user experience
- Offered final check on all software changes through each bi-weekly iteration
- Worked with development engineers on the team to improve the idea and execution
- Identified and confirmed the fixes on hundreds of bugs on both tax forms and software use
- Suggested numerous improvements to the executive team with high adoption
CFO
Alford Home Solutions
St Albans, WV
10.2016 - 05.2018
- Executed a full go-to-market campaign with a new offering, providing a feasibility study, team training, selling practices, research, and support
- Provided market research to ensure product-market fit for pricing and territory
- Initiated KPI tracking for an abundance of costs to better recognize profit
- Improved sales metrics from conversion rate to deal size and cost per lead (CAC, MQL)
- Suggested numerous improvements (from warehouse management to personnel training)
- Gross Revenue started at 8M, moved up to 12M
Finance Intern, Junior Analyst
Merrill Lynch Private Bank
Manhattan, NY, San Francisco, CA
05.2009 - 08.2009
- Supported Honeywell’s acquisition of a technology firm by providing tax due diligence, structuring insights, and compliance guidance to ensure a smooth and tax-efficient integration
- Focused heavily on protecting the tax interests of the shareholders
- Conducted in-depth investment analysis to support strategic trading decisions
- Prepared part of a complex corporate tax return for Honeywell, ensuring compliance with federal and multi-state regulations while optimizing positions across business units
- Collaborated on managing over $5.25 billion in balanced portfolios
Education
MBA - Marriott School of Business, Finance unfinished
Brigham Young University
Provo, UT09.2010
Bachelor of Science - Business, emphasis on Accounting, Student Government, Internship in DC, NY, San Francisco
Utah State University
Logan, UT05.2010
Skills
- Extensive product research, having consulted for Blu J, Solomon Tax, Karbon, Soraban, and Canopy
- Strong M&A experience in strategy, financial posturing, and exit, have advised dozens of business owners in this process
- Expert in team building, communication, and solution development (SCRUM, Agile)
- Strong ability to drive new business and to solidify a professional relationship with new clients
- Completed all IRS Special Enrollment exams on the first attempt with high marks
- Expert in business, partnerships, and fiduciary with Fed and State tax regulations, and Tax Resolution
- Expert in Ultra-Tax suite, ProConnect, Lacerte, Canopy, MS Business, Google tools, Trello, Tax Dome, Keeper, Rippling, Right Works, QBO
- Experienced in strategic leadership
- Corporate governance
- Workforce development
- Team development
Accomplishments
- Collaborated with team of eight to development the annual education conference for all 316 members across Utah.
Certification
- Certified Exit consultant, Exit Factor - May 2024
- Main Street Tax Pro, Mark Kohler - August 2023
Languages
Spanish
Full Professional
Timeline
Education Chair
NATP Board of Directors
09.2024 - Current
Director of Tax/Partner
Red Rock Tax and Consulting
01.2020 - Current
Product Manager SME in Tax Accounting/1120S Filings
Canopy Tax
06.2018 - 01.2020
CFO
Alford Home Solutions
10.2016 - 05.2018
Founder
Allied Tax Planners
01.2012 - 03.2021
Finance Intern, Junior Analyst
Merrill Lynch Private Bank
05.2009 - 08.2009
MBA - Marriott School of Business, Finance unfinished
Brigham Young University
Bachelor of Science - Business, emphasis on Accounting, Student Government, Internship in DC, NY, San Francisco
Utah State University