Weaver, a national, top-40 accounting firm in the United States, announced today the expansion of its Investment Fund Services (IFS) practice with the addition of Shaun McLean, CPA, as tax partner. McLean, who joined the firm’s Dallas office on October 1, will provide tax services for investment fund clients nationwide.
McLean comes to Weaver with more than 15 years of experience providing tax compliance and consulting services for investment fund companies, primarily hedge funds. He was most recently a tax partner at BKD, where he was responsible for serving Dallas alternative investment practice and energy practice clients. Before BKD, McLean worked for 12 years at Rothstein Kass & Co. (RK) and KPMG LLP, which acquired RK in 2014.
During his career, McLean has managed an alternative investment tax practice, in which he served various hedge fund clients and developed tools and efficiencies for tax engagements; he also trained staff members in all aspects of alternative investment tax issues. In addition, he has led tax services for private equity-backed oil and gas operators, oilfield service companies and related GP/carry and investment management structure entities.
“We’re excited to have Shaun join our investment fund practice,” said Sean Muller, Weaver’s chief operating officer for tax services. “His depth of experience across the whole range of investment fund structures and complex tax issues will provide a deeper bench for that practice group at Weaver, expand our technical capabilities and enable us to serve more clients. Shaun and Lisa Head, our partner-in-charge of investment fund tax services, along with the rest of our investment fund practice, create a powerful team.”
Weaver’s IFS practice provides tax, assurance and advisory services to approximately 700 investment company clients controlling more than $30 billion of invested capital. The firm serves hedge, private equity, venture capital, growth capital and real estate investment funds, as well as registered investment advisors, broker-dealers and financial institutions.
