Michelle Duerr

Experience

• 

  Vogel Consulting

  Jul 2008 - Jun 2017

  Starting my career at Vogel Consulting exposed me to wide array of family office services (bulleted below). Outside of the below technical knowledge that I grew for 9 years, I also learned the importance of communication, the ability to work under pressure, how to produce a quality work product, and what it takes to be a strong mentor to new staff. • Tax Compliance and Consulting: Prepared and reviewed tax returns for individuals, partnerships, trusts, private foundations, and gift tax. Prepared income tax projections and provided year-end planning strategies. • Estate Planning: Diagrammed estate plans, which included review of wills and trust agreements. •Personal Accounting: Prepared and reviewed financial statements for individuals, partnerships, and trusts. Prepared complex cash flow projections. Show less

  • Family Office Manager

    Jan 2017 - Jun 2017

  • Senior Family Office Advisor

    May 2013 - Dec 2016

  • Family Office Advisor

    Jul 2008 - May 2013
• 

  Baird

  Jul 2017 - now

  As Tax Manager, I support Baird Capital who makes venture capital, growth equity and private equity investments in strategically targeted sectors around the world. I am primarily responsible for all the tax compliance which includes overseeing partnership tax returns, Schedule K-1/K-3s, international filings, tax notices, year-end tax estimates, and other tax-related issues. I also spend my time effectively leading a team and developing others. My solid decision making skills, my reliability, my intellectual curiosity, and my strong analytical skills are all the keys to my success at Baird. I have the privilege to do all of this at Baird. Baird believes that every associate matters and it shows through the amazing culture that I experience day in and day out. Baird strives "to provide the best financial advice and service to our clients and be the best place to work for all". Discover the Baird Difference by clicking the links below. Show less

  • Tax Manager - Baird Capital

    Jan 2020 - now

  • Senior Tax Analyst - Baird Capital

    Jul 2017 - Jan 2020