Doug Puckett

Doug Puckett

Tax Director

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location of Doug PuckettDallas, Texas, United States

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  • Timeline

  • About me

    Chief Administrative Officer/CFO

  • Education

    • The University of Texas at Arlington

      -
      BBA and MPA Accounting/TAX

      Activities and Societies: Beta Alpha Psi

  • Experience

    • Darling International

      Aug 1988 - May 1990
      Tax Director

      Lead the tax function for company operating in forty states and two foreign countries; managed large case IRS audit (with no changes) and numerous state audits

    • Thomson Reuters - PPC

      Jul 1990 - Jun 2002
      Executive Editor

      Wrote and edited a twice-monthly tax update newsletter targeted to the non-Big Four tax practitioner; co-authored numerous tax publications, guides, and books through Thomson Reuters and the Checkpoint online tax research platform; taught six- and eight-hour CPE courses on various tax topics

    • TPG Global, LLC

      Jun 2002 - Sept 2013
      Global Head of Tax and Deputy CFO

      Founding member of what grew to be a 15+ member internal tax team, focusing on managing global tax risk - including U.S. and foreign tax planning and structuring, tax controversies, and treaty/substance best practices for both investment funds and internal holding company (IPO ready) structures as well as for family office of the firm's senior partners. For several years, also served as deputy CFO.

    • Helmsman Advisors LLC

      Oct 2013 - Nov 2014
      President

      Helmsman Advisors LLC specializes in providing strategic tax and planning advice to:• Private Equity Firms, • Hedge Funds, and • Family Offices of high net worth individuals

    • Deloitte

      Nov 2014 - Jun 2023
      National Tax Leader - Private Equity

      Senior Executive in Deloitte Tax's National Private Equity/Investment Management Practice and Private Wealth and Real Estate Practice Leader for North Texas, Oklahoma and Arkansas

    • Leon Financial Network

      Jun 2023 - now
      CFO/CCO
    • Leon Capital Group

      Jun 2023 - now
      Chief Administrative Officer
  • Licenses & Certifications

    • CFP

    • CPA