Marko Zagar
Tax Managing Director at BDO
- Role
- Tax Managing Director at BDO USA
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Marko Zagar
Marko is experienced executive tax leader in the financial services industry. He recently joined BDO\'s Financial Services - Alternative Investments practice on the West Coast, focusing on serving private equity and venture capital investment funds with all aspects of federal, state and international tax compliance, tax consulting services and compliance with GAAP and SEC accounting issues related to income taxes.Previously, Marko held a Senior Vice President, Head of Tax position with loanDepot (NYSE: LDI), a mortgage lending fintech company, where he led its tax function with a focus on building out and institutionalizing the tax group, setting tax policies and procedures, standardizing tax information reporting, developing tax strategies, advising on the impact of tax laws, implementing tax savings plans in current and long-term activities, and dealing with federal, state and local tax authorities. Marko has also held Tax Senior Manager and Tax Director positions with Big 4 accounting firms where he has been cultivating and leading high-performing teams focused on exceeding business objectives. He has assisted variety of financial services, investment management, private equity, venture capital, real estate, REITs, mortgage lending and banking industry clients in New York Metro, Los Angeles and San Francisco markets.Experience:Up-C IPO tax consequencesIntegration of acquired companiesRestructuring transaction analysisFinancial forecastingAcquisition and disposition planning strategyDue diligence assistancePartnership transactions analysis, allocations and waterfallsSale and exchange of assets tax analysisREIT E&P studies and qualification testing Accounting method changesNOL planningState allocation & apportionment analysisState withholding/composite tax studiesAsset acquisition analysisFDIC assisted acquisitionsASC 740 analysis and financial reportingSOX 404 compliance and evaluationsIRS and state tax authorities audit support
Experience
Tax Managing Director
Jan 2022 — Present · Los Angeles, CA, US
Education
University of Zagreb, Croatia
Law School
USC Marshall School of Business
Bachelor's degree, Business Administration, Finance
USC Marshall School of Business
Master's degree, Business Taxation
Skills
- Tax Preparation
- Big 4
- Real Estate
- Us Tax
- Tax Research
- Fas109
- State Tax
- Partnership Taxation
- Tax Accounting
- Irs
- Banking
- Tax
- Financial Reporting
- Income Tax
- Asset Management
- Fin 48
- Corporate Tax
- Corporate Tax Planning
- Consolidation
- Private Equity
- Tax Returns
- Sarbanes-Oxley Act
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