Joseph Loeffler, CPA

Corporate Controller, Vice President at Torchlight Investors
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Corporate Controller, Vice President
      • Jan 2023 - Present

    • Assistant Controller, Assistant Vice President
      • Jan 2020 - Dec 2022

    • Senior Associate - Corporate Accounting
      • Oct 2018 - Dec 2019

      Greater New York City Area

    • United States
    • Accounting
    • 700 & Above Employee
    • Tax Manager - Asset Management
      • Sep 2018 - Sep 2018

      Greater New York City Area Baker Tilly Virchow Krause, LLP is a full-service accounting and advisory firm whose specialized professionals connect with you and your business through refreshing candor and clear industry insight. Our specialized expertise and global reach in audit, tax, and management consulting support your organization's goals with knowledgeable, competitive insights. As an independent member of Baker Tilly International, the world's eighth largest network of accounting firms, we bring you access to… Show more Baker Tilly Virchow Krause, LLP is a full-service accounting and advisory firm whose specialized professionals connect with you and your business through refreshing candor and clear industry insight. Our specialized expertise and global reach in audit, tax, and management consulting support your organization's goals with knowledgeable, competitive insights. As an independent member of Baker Tilly International, the world's eighth largest network of accounting firms, we bring you access to market-specific knowledge in more than 130 countries. Some of my responsibilities include: • Perform tax advisory and compliance services for a variety of private equity, hedge fund, and investment management client groups • Review federal, state, and local tax returns for partnerships and corporations • Prepare and review quarterly tax provisions (ASC 740) and estimates • Complete tax research projects on a variety of federal and SALT issues for use in compliance, planning, and advisement • Develop and deliver training presentations for other staff and seniors • Developed and implemented a standardized hedge fund allocation template for Baker Tilly

    • Senior Tax Accountant - Asset Management
      • Aug 2016 - Aug 2018

    • Tax Accountant - Asset Management
      • Jun 2015 - Jul 2016

      Greater New York City Area

    • United States
    • Accounting
    • 700 & Above Employee
    • Financial Services Tax Intern
      • Jan 2015 - Apr 2015

      Greater New York City Area

    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Staff Accountant
      • Jun 2011 - Dec 2014

      Fishkill, NY Outward Bound is a non-profit educational organization that serves a diverse population of students. Through a regional network of schools, Outward Bound offers wilderness courses that help students to develop strength of character, the ability to lead, and a desire to serve. Some of my responsibilities included: • Prepared monthly balance sheet account reconciliations in preparation for annual audit • Prepared journal entries manually and in batch entry form to record… Show more Outward Bound is a non-profit educational organization that serves a diverse population of students. Through a regional network of schools, Outward Bound offers wilderness courses that help students to develop strength of character, the ability to lead, and a desire to serve. Some of my responsibilities included: • Prepared monthly balance sheet account reconciliations in preparation for annual audit • Prepared journal entries manually and in batch entry form to record monthly transactions • Maintained the outstanding check register and performed monthly bank account reconciliations • Managed accounts payable including: invoice recalculation, processing, and vendor communications • Managed accounts receivable including: scheduled billing, payment processing, and aging reporting • Transcribed meeting minutes for finance and audit committee meetings • Initiated and implemented a plan for electronic filing of all A/P and A/R documents Show less

Education

  • Mount Saint Mary College
    Bachelor’s Degree, Accounting

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