Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Natalie Maxwell Shipp

Houston,TX

Overview

13
13
years of professional experience
1
1
Certification

Work History

Wealth Management Advisor

IMG Financial Group, Inc.
08.2018 - Current
  • Provide comprehensive financial planning services tailored to clients’ individual goals, including retirement planning, tax strategies, and estate considerations.
  • Manage and grow client investment portfolios through strategic asset allocation, risk assessment, and ongoing performance monitoring.
  • Recommend and implement insurance solutions to protect client wealth and support long-term financial stability.
  • Advise high-net-worth individuals and families on complex financial matters, offering clear, personalized guidance to optimize wealth preservation and growth.

Senior Tax Associate

Alvarez & Marsal
10.2015 - 04.2018
  • Managed federal and state income tax compliance for U.S. corporations and partnerships, ensuring accurate preparation and timely filing of complex tax returns.
  • Provided tax consulting services on technical issues including corporate reorganizations, partnership allocations, and state nexus considerations.
  • Researched and analyzed tax law developments to identify planning opportunities and mitigate client tax risks.
  • Collaborated with cross-functional teams to deliver comprehensive tax solutions for clients in diverse industries.

Senior Tax Associate

PwC
10.2012 - 10.2015
  • Managed U.S. tax compliance for foreign private equity partnerships, including preparation and review of complex partnership returns and investor reporting.
  • Conducted technical research and analysis on international tax regulations impacting private equity structures and transactions.
  • Trained and supervised interns and junior associates, providing guidance on technical tax issues, compliance processes, and best practices in serving private equity clients.

Education

Bachelor of Science - Accounting and Finance

Auburn University
Auburn, AL

Master of Science - Accounting

Sam Houston State University
Huntsville, TX

Certificate - Financial Planning

The University of Texas At Austin – Center For Professional Education (CPE)

Skills

  • Financial planning

  • Retirement planning

  • Investment management

  • Estate planning

  • Tax planning

  • Risk Management analysis

  • Client relations

  • Problem-solving

Certification

  • General Securities Registered Representative (Series 7 Registration)
  • Investment Advisor Representative (Series 66 Registration)
  • General Lines Agent (Insurance Licenses: Life, Disability, Health, Long-Term Care & Annuities)

Timeline

Wealth Management Advisor

IMG Financial Group, Inc.
08.2018 - Current

Senior Tax Associate

Alvarez & Marsal
10.2015 - 04.2018

Senior Tax Associate

PwC
10.2012 - 10.2015

Bachelor of Science - Accounting and Finance

Auburn University

Master of Science - Accounting

Sam Houston State University

Certificate - Financial Planning

The University of Texas At Austin – Center For Professional Education (CPE)

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Natalie Maxwell Shipp