Max Taylor

Summary

Manages dynamic accounting and finance functions for private equity, land development and asset management operations of the leading national Build-to-Rent developer by instilling an environment of collaboration and teamwork within our department. Oversees business unit pricing and cost recovery strategies to achieve short and long-term profitability and enterprise value while preserving investor returns on land development investments. Reports to Audit Committee Independent Audit Results, Internal Financial Controls, Enterprise Financial Risk and Cyber Security Policy of the organization as the management team leader of the Audit Committee. Serves on Executive and Leadership team contributing to the strategic vision of the company while promoting and maintaining its core values.

Summary

Leads tax and external audit engagements with vast depth of public accounting experience in real estate, high net-worth and partnership taxation. Manages and creates new treasury relationships which allowed for an unsecured line of credit placement being the first in the company's history to do so. Led business intelligence implementation through milestone achievements involving multiple teams for effective and consistent use of interdepartmental business data and its governance.

Summary

Developed business unit reporting for executive team consisting of concise and informative reports. Managed financial planning, analysis, job cost, construction lender draws and business unit financial reporting process while maintaining financial internal controls throughout the company. Led Yardi Voyager accounting system implementation consisting of data migration from three independent accounting systems while maintaining control and operational stability of accounting records.

Summary

Direct Oversight of real estate tax engagements including the review of tax returns, projections and management of staff. Engagement team leader for real estate developers, home builders and multifamily operators in various states across the Sun Belt and West Coast of the United States. Responsible for development of tax savings strategies for clients while understanding long-term goals of the client. Participated in university recruiting to increase firm headcount and bench strength of the Real Estate Tax department.

Summary

Preparation and review of simple and complex tax returns for partnership, trust and high-net-worth individuals. Acquired Certified Public Accounting License