Director of Operations

• Jul 2021 - Present

Founder and Owner

• Apr 2018 - Jun 2022

Adjunct Tax Lecturer

• Jul 2017 - Jun 2022

Undergraduate Course - Federal Taxation of Corporations, Partnerships, and Estates and Trusts Undergraduate Course - Federal Income Taxation of Individuals Undergraduate Course - Federal Taxation of Corporations, Partnerships, and Estates and Trusts Undergraduate Course - Federal Income Taxation of Individuals

Tax Consultant

• Nov 2017 - Apr 2018

Worked directly with the Tax Director of a major asset management firm, with full cycle compliance for two new deal structures incorporating over 20 distinct returns. Work included: tax estimates, tax waterfall calculation review, SALT analysis/filing requirements, K-1 and tax return review. Worked directly with the Tax Director of a major asset management firm, with full cycle compliance for two new deal structures incorporating over 20 distinct returns. Work included: tax estimates, tax waterfall calculation review, SALT analysis/filing requirements, K-1 and tax return review.

Tax Manager

• Jan 2016 - Nov 2016

• Led Multiple teams in gathering, analyzing, and calculating Taxable Income • Clients included Investment banks, Global banks, and Publicly Listed Asset Managers • Worked closely with PwC Tax Partners for analysis of Complex issues that arose • Implemented and trained an entire client team to new internal proprietary program streamlining the reporting of Foreign Person's U.S. Source Income Subject to Withholding • Reviewed a wide variety of security analysis – Bond Amortization, Foreign Interest and Dividends subject to US Tax, Wash Sales, Constructive sales, Section 988 Foreign Currency classifications and Section 1256. Show less

Tax Manager

• Sep 2014 - Dec 2015

• Work closely with Deloitte Tax Partners and clients focusing on tax compliance in the Hedge Fund Space, Private Equity, Mutual Funds, and a high profile consulting engagement • Review of Complex Schedule K-1`s and Partnership Tax returns • Review a wide variety of security analysis - Straddles, Wash Sales, Constructive sales, Short Sales, Section 988 Foreign Currency classifications and Section 1256. • Review ASC 740 (FIN 48) provisions to identify and resolve uncertain income tax positions • Supervise and develop a team of professionals across numerous tax engagements of all sizes Show less

Tax Manager

• Nov 2010 - Mar 2014

• Created and maintained tax work papers for First New York’s entities, including book/tax allocations, M-1 adjustments, and the tax character of various line items. • Managed the timely filing of all compliance-related matters, including tax returns and delivery of partner K-1s • Internally prepared FBAR’s, Form 1042 withholding tax return, and Fin 48 memos. • Researched all tax issues pertaining to the firm and its partners. • Identified significant tax savings at the entity level and by analyzing partners' individual tax returns. • Functioned as the liaison to partners' personal accountants explaining all tax related matters. • Consulted with the IRS and various state tax authorities regarding specific inquiries. Show less

Supervisor - Financial Services Tax

• Dec 2007 - Nov 2010

• Responsible for preparation and completion of K-1s and tax returns for various hedge funds. • Tested for wash sales, straddles, constructive sales, year-end transactions, re-classes, dividends, trader vs. investor status - tax adjustments incorporated into partner allocations for K-1s. • Additional experience preparing returns for individuals, corporations, estates and trusts. • Researched various tax matters by utilizing programs such as CCH. • Consulted with the IRS regarding specific inquiries. • Clients included: Pequot, Optima, Entrust, Balentine. Show less

Audit Associate

• Oct 2006 - Aug 2007

• Performed full scope audits including preparation of financial statements and related footnotes. • Due diligence projects for various REITs and hotels. • Agreed upon procedures for a major international asset management firm. • Clients included: SL Green Realty Corp., Investcorp, L & L Investments. • Performed full scope audits including preparation of financial statements and related footnotes. • Due diligence projects for various REITs and hotels. • Agreed upon procedures for a major international asset management firm. • Clients included: SL Green Realty Corp., Investcorp, L & L Investments.

Tax Associate II

• Mar 2004 - Oct 2006

• Performed tax work for a wide range of financial services clients including hedge funds, investment partnerships and unit investment trusts, high net worth individuals, trusts, foundations and corporations. • Tested major balances and transactions reported on financial statements including investments, realized gains and losses, partners capital transactions, interest income. • Prepared various financial statements and supporting documentation including Statement of Net Assets, Statement of Change in Net Assets, and Statement of Operations. • Prepared partner allocations for hedge funds using the aggregate method along with the partnership K-1s. • Consulted for Goldman Sachs to verify analysts financial models. • Clients included: Argent Funds Group, Aquiline Capital Partners, Hartford Investment Management Company. Show less