Natalie Kleffman

Senior Director, Tax Advisory at SRS Acquiom

Natalie manages post-closing matters as a Director at SRS Acquiom. She works directly with key buyer and seller stakeholders to effectively resolve indemnification claims and disputes, with an emphasis on tax issues.

Prior to joining SRS Acquiom, Natalie gained experience at law firms, the United States Attorney’s Office, and in-house at a late stage start-up. She also worked in the National Tax group at Ernst & Young (EY). Natalie’s combined background as an attorney and tax professional provides her with a unique perspective in managing various tax disputes.

Natalie earned her JD from UC Berkeley School of Law (Boalt Hall) and her BA in Economics, cum laude, from UCLA. At Boalt, Natalie served as Co-Chair of the Berkeley Tax Law Clinic, which provides free tax guidance to low income individuals in the Bay Area.

Timeline

  • Senior Director, Tax Advisory

    Current role

  • Director, Shareholder Advisory

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