Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Danielle Kroetz

Indianapolis

Summary

Dynamic Senior Tax Associate at KPMG LLP, with expertise in asset management, tax compliance, and partnership allocations. Proven track record in optimizing tax positions and mitigating risks for high-profile clients. Adept at mentoring junior associates while delivering strategic tax planning solutions that enhance financial outcomes. Strong analytical skills combined with effective communication abilities.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Tax Associate

KPMG LLP
11.2024 - Current
  • Prepared and reviewed complex federal and international tax returns (including Forms 1065, Schedules K-1, K-2, and K-3) for a global alternative investment firm with extensive cross-border holdings.
  • Developed and delivered detailed tax estimate packages for firm partners, incorporating analysis of ordinary income, capital gains/losses, passive activity results, and carryforward attributes to project annual tax liabilities.
  • Specialized in the upper-tier management company structure, providing comprehensive tax support and strategic guidance for the firm’s executive and partner-level stakeholders.
  • Advised on complex partnership allocations and international reporting requirements, mitigating risk, and optimizing tax positions for both the firm and its investors.
  • Mentored and supervised junior associates, providing training on technical tax concepts, review procedures, and best practices for international and partnership tax compliance.

Tax Associate

KPMG LLP
11.2022 - 11.2024
  • Specialized in partnership tax returns and asset management for rental real estate clients, and investment firm asset management clients.
  • Assisted in the preparation and review of federal and state tax returns for partnerships, S corporations, trusts, and individuals.
  • Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
  • Served as a transitional coach for incoming interns and new hires, providing a comfortable onboarding experience to navigate the expectations and culture of the firm.

Accounting Internship

Vibenomics
Fishers
01.2022 - 05.2022
  • Responsible for daily, weekly, and monthly accounting tasks.
  • Codes invoices, creates billing spreadsheets, analyzes prepaids, deposits cash and makes weekly bill payments.
  • Responsible for month end cash reconciliations, credit card reconciliations, making prepaid entry, coding and calculating payroll accrual.

Financial Advisor

Northwestern Mutual
Zionsville
04.2018 - 11.2018
  • Analyze solutions for clients’ current financial needs and future goals.
  • Self-organize and maintain multiple moving pieces of an independent business.

Education

Master of Science - Accounting

Kelley School of Business
Indianapolis, IN
05.2022

Bachelor of Science - Kinesiology: Exercise science

Indiana University, Purdue University Indianapolis
Indianapolis, IN
08.2017

Skills

  • Tax return preparation
  • International tax compliance
  • Partnership allocations
  • Financial statement analysis
  • Tax risk mitigation
  • Tax planning strategies

Certification

Certified Public Accountant (CPA), 02/01/25

Timeline

Senior Tax Associate

KPMG LLP
11.2024 - Current

Tax Associate

KPMG LLP
11.2022 - 11.2024

Accounting Internship

Vibenomics
01.2022 - 05.2022

Financial Advisor

Northwestern Mutual
04.2018 - 11.2018

Master of Science - Accounting

Kelley School of Business

Bachelor of Science - Kinesiology: Exercise science

Indiana University, Purdue University Indianapolis

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Danielle Kroetz