Experience

BridgeCity Capital

• United States
• Banking
• 1 - 100 Employee

• Senior Controller / Investor Relations

  • Nov 2021 - Present

  New York City Metropolitan Area



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Tax Manager, Financial Services

  • May 2021 - Oct 2021

  Greater New York City Area

• Tax Senior, Financial Services

  • Aug 2018 - May 2021

  Greater New York City Area

• Tax Consultant, Financial Services

  • Oct 2016 - Aug 2018

  Greater New York City Area



Neuberger Berman

• United States
• Financial Services
• 700 & Above Employee

• Secondment

  • May 2021 - Oct 2021

  New York, United States • Only member of Deloitte Tax to successfully pass both internal and external interviews and selected to assist Neuberger Berman’s team model the tax impact of its Initial Public Offering • Revamp and automate the Company’s provision model to streamline general ledger inputs, M-1 adjustments and create an ETR schedule for both corporate and partnership entities • Assist on a variety of workflows including preparing audit committee slides, financial statement footnotes, proposing tax… Show more • Only member of Deloitte Tax to successfully pass both internal and external interviews and selected to assist Neuberger Berman’s team model the tax impact of its Initial Public Offering • Revamp and automate the Company’s provision model to streamline general ledger inputs, M-1 adjustments and create an ETR schedule for both corporate and partnership entities • Assist on a variety of workflows including preparing audit committee slides, financial statement footnotes, proposing tax distributions, journal entries, and filing non-income tax returns • Create an overall income and non-income tax summary by analyzing past filings, tax laws and nexus as well as organizational charts • Create and institute a set of internal controls for both income and non-income taxes Show less



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Tax Intern, Financial Services

  • Jan 2015 - Apr 2015

  Greater New York City Area • Utilized GoSystem software to prepare partnership, corporate, and individual tax returns for hedge funds, fund of funds, and other investment funds • Prepared over 150 complex tax return extensions for funds with capital under management in excess of 20 billion dollars • Created and prepared formula-driven excel workbooks for hedge fund book-to-tax allocations • Addressed and responded to federal and state tax notices including power of attorney forms and IRS and state tax board… Show more • Utilized GoSystem software to prepare partnership, corporate, and individual tax returns for hedge funds, fund of funds, and other investment funds • Prepared over 150 complex tax return extensions for funds with capital under management in excess of 20 billion dollars • Created and prepared formula-driven excel workbooks for hedge fund book-to-tax allocations • Addressed and responded to federal and state tax notices including power of attorney forms and IRS and state tax board inquiries • Calculated tax projections for high net worth individual clients • Reviewed K-1 data and allocations to ensure all information was complete and accurate • Created client engagement letters to standardize the process for smaller hedge fund clients • Ensured tax returns and relevant workpapers were saved in accordance with firm compliance policies Show less