Kevin Saunders

Experience

• 

  Deloitte Tax LLP

  Sept 2008 - May 2015

  Senior Tax Consultant

  In my role as a Senior Tax Consultant at Deloitte Tax LLP, I led a team in providing tax compliance services for the largest private real estate investment firm globally. I ensured accurate and timely compliance for various entities, including family offices and High-Net Worth Individuals. By analyzing financial statements, I determined U.S. taxable income for investors, facilitating informed financial decision-making.

• 

  Deloitte Services LP

  May 2015 - Sept 2021

  Manager/Senior Manager, Wealth Management

  In my role, I managed the wealth planning process for new admitted partners and principals, collaborating with stakeholders across the finance function to enhance our service offerings. By securely handling highly sensitive confidential information, I significantly reduced firm risk. I maintained strong client relationships with senior partners, principals, and managing directors, preparing and presenting retirement plan projections and estate plans. I streamlined workflows by standardizing electronic workpapers and leading the implementation of a new Salesforce client management platform, which significantly boosted team efficiency and expanded our service offerings. Additionally, I served as a featured speaker on financial planning topics at national events and delivered presentations across Deloitte U.S. offices. Through effective onboarding, training, and development of team members in the U.S. and India, I fostered a cohesive and high-performing team. Show less

• 

  Deloitte Consulting

  Sept 2021 - now

  Senior Manager, Human Capital

  In my role, I have cultivated strong relationships with financial services C-suite leaders, leading to strategic client engagements. By coordinating an enterprise-wide team, we exceeded sales goals and developed impactful strategies to equip organizations to advance equity in the marketplace to unlock growth and innovation. My efforts in change management and customized learning curricula have promoted a culture of excellence and belonging. Additionally, I have developed and guided our firm's financial inclusion philanthropic strategy, creating new opportunities for startup founders to scale their businesses. Through effective coaching and mentoring, I have fostered a positive team culture, increasing my followership and resulting in above-average feedback as a team leader. Show less