PETER C. BERKELY, J.D., LL.M
532 Clinton Avenue, Scarsdale, NY, 10708
Tel: 914-555-5555 ▪ peter.berkely@net.net
TAX EXECUTIVE
– Strong Grounding in International Taxation and Tax Controversies –
– Exceptional Subchapter C and Consolidated Returns Knowledge –
Accomplished tax executive whose background includes extensive experience in Big Four national office,
Fortune 500 corporate law firm, and IRS. Qualified CPA, J.D, and LL.M. Frequent writer and speaker on tax
issues with a gift for communicating complex legal and financial concepts to non-experts.
Career highlights include:
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Graduated first in LL.M in Taxation class at Harvard University Law School.
Published tax guide which has been described as “an easy-to-understand guide to an
incomprehensible subject” and is a key reference for attorneys, tax accountants, and students.
Former Lead Attorney for law firm with Fortune 500 practice.
Frequent seminar leader for Tax Executives Institute and former Harvard Law adjunct professor.
Combines tax expertise with exceptional management and leadership skills as evidenced by recent
nomination as finalist for prestigious KPMG management award.
PROFESSIONAL EXPERIENCE
KPMG, LLP, New York, NY
World’s largest tax service provider
1996 – Present
Principal, Tax Advisory Service
Leads team of tax attorneys responding to complex Subchapter C, corporate, and consolidated return
questions from clients and KPMG accountants. Assigns and reviews all work and trains junior attorneys.
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Generated 40% FY 2003 growth in revenues, making M&A the largest federal tax segment in the
Online Tax Advisor business unit.
Selected as FY 2003 finalist for coveted award for recruitment, retention, and promotion of women.
Received perfect score on FY 2003 internal employee satisfaction survey.
Created 12 week M&A basic training course and 8 week advanced consolidated return course, which
are used to train junior associates nationwide. Also acts as coach to selected trainees.
Wrote tax guide which was published in 2003 and has been described as “an easy-to-understand guide
to an incomprehensible subject.” It is a key reference for attorneys, tax accountants, and students.
USA ONLINE TAX SEMINARS, Inc., New York, NY
Company produced tax seminars online for sale to Fortune 500 clients
1994 – 1996
President & Founder
Led the creation of a web-based tax training program that was professionally produced and edited.
Oversaw all development and edited 14 comprehensive study guides on all aspects of corporate taxation.
 Recruited 33 lawyers from seven top law firms to create the seminars and write accompanying in-depth
study guides on their areas of expertise.
 Established marketing plan that targeted top corporations and closed sales with 20% of Fortune 500.
© Louise Fletcher – Blue Sky Resumes – all rights reserved
Peter C. Berkely – Page 2
DAVIES, BROWN & KEENAN, Washington, DC
Tax specialty law firm with Fortune 500 practice
1985 – 1994
Partner (1990 – 1994)
Associate (1985 – 1990)
Rapid promotion to partner and lead consolidated returns attorney. Specialized in M&A and consolidated
returns tax planning. Wrote protests and negotiated with IRS. Worked on outbound international tax
issues.
 Obtained multi-million dollar changes to IRS loss disallowance regulations for clients such as Entwistle,
Barker-Dobbs and Insigma.
 Drafted successful spin-off ruling requests for Agis Foods and Cargo International.
 Asked by Federal Treasury Department to review and comment on consolidated return regulations
before their public release.
U.S. TAX COURT, Washington, DC
Court that reviews IRS deficiency notices
1983 – 1985
Attorney-Advisor
Drafted opinions on a wide range of tax issues for Judge John T. Dolan.
IRS OFFICE OF CHIEF COUNSEL, Washington, DC
Office resolved complex issues and was informally known as the Supreme Court of the IRS
1980 – 1983
Attorney-Advisor
Drafted General Counsel Memoranda for corporate and tax accounting branches and Office Memoranda
regarding strategy for Tax Court Litigation Division.
CAREER RELATED ACTIVITIES
Author
(Book Title Withheld), CCH 2003, Little Brown, 1995, CCH, 1993
(Book Title Withheld), CPA Study Aids 1977 (used in 30 colleges)
Numerous articles in publications such as J. Corp. Taxation, Tax Executive, Tax Notes, Tax Strategies, Mergers
& Acquisitions, and Tax Management Memorandum
Teacher
Adjunct Professor, Harvard University (1992 – 1994)
Taught national seminars for Tax Executives Institute (1993 – 2002)
EDUCATION
Harvard University Law School, Cambridge, MA
LL.M in Taxation - graduated first in class
The Ohio State University College of Law, Columbus, Ohio
J.D—Graduated cum laude
Passed CPA examination
Sarah Lawrence College, Bronxville, NY
BA, Business Administration
© Louise Fletcher – Blue Sky Resumes – all rights reserved