Matthew Grove
York,United States
Summary
President and Founder of The Grove Group LLC with over a decade of specialized tax expertise for high-net-worth individuals and closely held businesses. Focus on delivering comprehensive and customized tax services, ensuring precise compliance and consulting. CPA with a Master's in Taxation from Villanova University, dedicated to helping clients achieve financial goals through meticulous planning and consulting.
Overview
13
13
years of professional experience
1
1
Certificate
Work History
President and Founder
The Grove Group LLC
12.2023 - Current
- President and Founder of The Grove Group LLC, leading a consulting firm offering personalized tax and compliance services across diverse industries.
- Participated in discussions regarding mergers and acquisitions from a tax perspective.
- Assisted in the development of long-term strategies for minimizing future taxes due under changing legal requirements.
- Identified areas where process improvements can be made within the Tax Department.
- Conducted training sessions with staff members on topics related to taxation law.
- Drafted technical memoranda summarizing research findings on specific tax topics.
- Ensured timely completion of all necessary forms required by government agencies relating to taxation matters.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Directed preparation and filing of tax returns for multiple entities, including corporations, partnerships, trusts, estates, individuals and exempt organizations.
- Reviewed financial statements to identify potential tax liabilities and opportunities for tax savings.
- Developed strategies to minimize corporate income taxes while complying with applicable laws.
- Researched complex federal, state and local tax issues related to business operations and transactions.
- Analyzed current tax legislation to determine its impact on the organization's operations.
- Advised management on the potential implications of proposed investments or acquisitions from a tax perspective.
- Provided guidance on international taxation issues, such as entity choice selection, global corporate structure, foreign currency translation, and withholding taxes.
- Attended professional conferences and seminars to stay abreast of developments in taxation law.
Director
Walz Group
08.2020 - 11.2023
- Provided oversight for the tax compliance needs of a range of clients, from high-net-worth individuals to corporations across multiple industries as the Tax Director at Walz Group CPA.
- Conducted individual coaching sessions with team members to help them meet their goals.
- Delivered lectures and facilitated discussions on relevant industry trends and best practices.
- Coordinated with managers to identify skill or knowledge gaps and implement training needs.
- Mentored team members to succeed and advance within department and company.
- Consulted with senior leaders to develop and execute strategy and provide regular updates.
Manager
Eisenhart and Company, LLC
11.2019 - 03.2020
- Oversaw tax compliance, planning, and consulting services for various clients including high-net-worth individuals and businesses as a Tax Manager at Eisenhart and Company, LLC.
Tax Manager
Baker Tilly Virchow Krause, LLP
07.2015 - 11.2019
- M&A Specific expertise, transaction consulting, comple
- Provided M&A advisory services to clients, including financial modeling and analysis of potential transactions.
- Drafted memorandums for prospective buyers and sellers outlining the terms of proposed deals.
- Assisted in preparing presentations to boards of directors or other key decision makers regarding proposed transactions.
- Coordinated activities between client organizations and external parties involved in a transaction.
- Prepared post-merger integration plans outlining steps necessary to ensure tax efficient strategy requirements were met in full.
- Participated in meetings with executives from different organizations discussing potential deals or alliances between them.
- Provided advice to senior management teams on strategies related to mergers and acquisitions such as timing considerations and tax implications associated with various types of transactions.
- Managed multiple projects simultaneously while ensuring timely delivery according to agreed upon deadlines.
Senior Accountant, Tax Services
Reinsel Kuntz Lesher LLP
01.2013 - 07.2015
Tax Intern
Parentebeard
01.2012 - 04.2012
Education
Master of Science, Taxation -
Villanova University Charles Widger School of Law
01.2017
Bachelor of Science - BS, Accounting -
York College of Pennsylvania
12.2012
Skills
- Tax planning strategies
- In-Depth Tax Law Expertise
- Educate Non-Tax Professionals
- Interdepartmental Collaboration
- Real Estate
- Financial Planning
- Economic Modeling
- Global Tax Expertise
- M&A Analysis Proficiency
- Microsoft Excel
Timeline
President and Founder
The Grove Group LLC
12.2023 - Current
Director
Walz Group
08.2020 - 11.2023
Manager
Eisenhart and Company, LLC
11.2019 - 03.2020
Tax Manager
Baker Tilly Virchow Krause, LLP
07.2015 - 11.2019
Senior Accountant, Tax Services
Reinsel Kuntz Lesher LLP
01.2013 - 07.2015
Tax Intern
Parentebeard
01.2012 - 04.2012
Master of Science, Taxation -
Villanova University Charles Widger School of Law
Bachelor of Science - BS, Accounting -
York College of Pennsylvania
Certification
Certified Public Accountant (CPA), Pennsylvania State Board of Accountancy, CA060908
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Judge a man by his questions rather than his answers.
Voltaire
Awards
Eagle Scout, Boy Scouts of America, 05/2008
Affiliations
- PICPA
- AICPA
Languages
English
Native language
Spanish
Elementary (A2)
A2
Software
QBO
Yearli
CCH
Websites
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