Kurt Alter
Norton Shores,Michigan
Summary
Dynamic Tax Director with extensive experience at Forvis Mazars, specializing in tax compliance and strategic planning. Proven track record in reducing tax liabilities through proactive analysis and fostering team development. Adept at navigating complex tax issues while enhancing client relationships and driving profitability improvements. Strong leadership and analytical skills ensure optimal outcomes.
Overview
47
47
years of professional experience
1
1
Certification
Work History
Tax Director
Forvis Mazars
11.2024 - 10.2025
- Led tax strategy sessions to align with corporate financial objectives and optimize tax positions.
- Developed comprehensive tax compliance frameworks ensuring adherence to evolving regulatory requirements.
- Collaborated with finance teams to streamline tax reporting processes and enhance data accuracy.
- Conducted in-depth tax risk assessments, identifying areas for improvement and mitigating potential liabilities.
- Tax Representation before Taxing Authorities
- Coordinated with legal advisors to address complex tax issues and ensure compliance with applicable laws.
- Facilitated training sessions for staff on tax regulations and compliance practices to enhance team capabilities.
- Reviewed and approved tax returns, ensuring accuracy and compliance with applicable laws.
- Reduced tax liabilities with proactive planning, forecasting, and analysis of financial data.
- Provided guidance to junior team members on complex technical issues, nurturing their professional growth within the organization.
- Supported business growth by providing expert advice on tax implications during mergers and acquisitions.
- Assisted legal counsel in negotiating favorable terms for complex transactions from a taxation perspective.
- Increased cost savings by identifying and capitalizing on available tax credits and deductions.
Tax Shareholder - Team Leader
MSL CPA's and Advisors
02.2008 - 10.2024
- Led tax planning initiatives, improving client compliance and satisfaction through strategic advisory services.
- Streamlined tax preparation processes, enhancing efficiency and reducing turnaround times for client deliverables.
- Conducted in-depth tax research to ensure adherence to regulatory changes and optimize client tax positions.
- Facilitated training sessions for junior staff, fostering skill development and professional growth within the team.
- Implemented process improvements that increased accuracy in tax filings and reduced errors significantly.
- Managed client relationships, ensuring transparent communication and quick resolution of tax-related inquiries.
- Evaluated team performance regularly, identifying areas for improvement and promoting accountability.
- Provided strategic oversight on complex tax issues, guiding clients through audits and compliance challenges.
- Mentored emerging leaders within the team, preparing them for future roles and responsibilities.
- Advocated for resource allocation based on project needs, optimizing team performance and output.
- Facilitated stakeholder engagement sessions, enhancing collaboration and understanding of tax implications.
- Coordinated project oversight for large-scale tax engagements, ensuring timely and accurate deliverables.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
- Developed team members' skills through targeted coaching sessions, resulting in improved individual performance.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
- Assisted in recruitment to build team of top performers.
- Streamlined workflows for increased efficiency, reducing turnaround times for critical tasks.
- Coordinated resources effectively to meet project deadlines and achieve desired results.
- Facilitated decision-making processes within group through open dialogue and consensus-building techniques.
- Built and maintained strong client relationships, leading to repeat business and referrals.
- Motivated team members to surpass their targets, recognizing and rewarding their achievements.
- Fostered positive work environment, resulting in decreased employee turnover and increased team cohesion.
- Led by example, demonstrating commitment and professionalism that inspired team members to excel.
- Oversaw quality control measures, maintaining high standards for all project outputs.
- Enhanced team productivity by implementing efficient task delegation and regular performance evaluations.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Conducted regular reviews of operations and identified areas for improvement.
- Educated staff on organizational mission and goals to help employees achieve success.
Muitiple - From Intern to Shareholder
Multiple - 6 Firms Over 30 Years( (relocating Involved)
09.1978 - 01.2008
- Adapted to diverse work environments across different firms, enhancing flexibility and problem-solving skills.
- Coordinated multiple projects simultaneously, ensuring timely completion and adherence to quality standards.
- Managed event logistics, including venue selection, catering, and attendee coordination for successful corporate functions.
- Conducted thorough research to support strategic initiatives, delivering actionable insights to senior management.
- Assisted in training new hires, providing support and guidance to facilitate smooth onboarding experiences.
- Monitored project budgets and resources, identifying opportunities for cost-saving measures and improved allocation.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
- Analyzed problems and worked with teams to develop solutions.
- Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
- Participated in workshops and presentations related to projects to gain knowledge.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
- Utilized strong communication abilities during presentations which led to increased understanding among colleagues regarding project goals and objectives.
- Prepared project presentations and reports to assist senior staff.
- Explored new technologies and approaches to streamline processes.
- Provided exceptional customer service by promptly addressing inquiries, ensuring a high level of satisfaction among clientele.
- Supported customer service improvements with detailed feedback analysis.
- Assisted in development of new product feature, contributing to user-friendly experience.
- Contributed to positive work environment by actively participating in team-building activities.
- Helped streamline client onboarding processes, leading to smoother client experience.
- Gathered, organized and input information into digital database.
- Generated reports detailing findings and recommendations.
- Created and managed project plans, timelines and budgets.
- Developed effective improvement plans in alignment with goals and specifications.
- Educated staff on organizational mission and goals to help employees achieve success.
Education
Bachelor of Science -
University of Tulsa
Tulsa, OK12-1980
Skills
- Tax process improvement
- Team leadership qualities
- Continuous learning mindset
- Tax compliance expertise
- Mergers and acquisitions experience
- Project management capabilities
- Tax software proficiency
- Tax controversy resolution
- Tax audit defense
- Tax policy advocacy
- Tax incentive identification
- Tax planning strategies
- Tax provisioning expertise
- Tax accounting principles
- Willing to learn
- Teamwork
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Active listening
- Effective communication
- Adaptability and flexibility
- Decision-making
- Team building leadership
- Relationship building
- Prioritizing and planning
- Customer relationship development
- Team management
- Self motivation
- Profitability improvement
- Client relationship management
- Analytical thinking
- Conflict resolution
- Recruitment and hiring
- Operations management
- Goal setting
- Professionalism
- Staff management
- Interpersonal communication
- Staff training
- Continuous improvement
- Written communication
- Problem-solving aptitude
Accomplishments
- Supervised team (10-15) staff members.
- Achieved $1,00,000 of revenue for the firm through effectively helping with Statutory EIC tax refunds, for decline in revenues, generated over $5,000,000 of refunds for clients.
Certification
- CPA - Certified Public Accountant
Languages
English
Full Professional
Timeline
Tax Director
Forvis Mazars
11.2024 - 10.2025
Tax Shareholder - Team Leader
MSL CPA's and Advisors
02.2008 - 10.2024
Muitiple - From Intern to Shareholder
Multiple - 6 Firms Over 30 Years( (relocating Involved)
09.1978 - 01.2008
Bachelor of Science -
University of Tulsa