Experience

Sutton Place Limited

• Financial Services
• 1 - 100 Employee

• Tax Manager

  • Feb 2006 - Dec 2018

  Reno, Nevada Area Sutton Place Ltd. (the family office of a large US and internationally based family) provides all the tax, accounting and administrative services for a series of family trusts with significant assets and complex investments. Achievements: Shared responsibility for the timely preparation of Form 1041 for two private trusts each investing in more than 600 US and Non-US partnerships. This included the preparation of more than 2,000 information returns for each trust. Worked with the… Show more Sutton Place Ltd. (the family office of a large US and internationally based family) provides all the tax, accounting and administrative services for a series of family trusts with significant assets and complex investments. Achievements: Shared responsibility for the timely preparation of Form 1041 for two private trusts each investing in more than 600 US and Non-US partnerships. This included the preparation of more than 2,000 information returns for each trust. Worked with the CFO to develop a Wash sale system and other Tax reports needed from a newly implemented accounting system. Improved efficiencies in the Tax department through the development of detailed written procedures for various quarterly and yearly processes. Managed and improved the 1099 year-end reporting process for 45-50 equity and debt managers. Assigned to various special projects within the organization as needed. Recognized for: High integrity and a strong work ethic, team player with strong people skills, and excellent communication and time management skills Show less



Wells Fargo Funds Management, LLC

• United States
• Investment Banking

• AVP-Tax Manager

  • May 2002 - Jan 2006

  San Francisco Bay Area Worked in the Investment management group of Wells Fargo responsible for all of the tax compliance and reporting for the various Wells Fargo Mutual funds. Responsibilities: Provided the Senior Management team with monthly feedback regarding the performance of the outside Fund accounting agent including process improvement suggestions. Worked with outside Fund Accounting agent to ensure all compliance deadlines were met. Managed the 1099-year end reporting process and provided… Show more Worked in the Investment management group of Wells Fargo responsible for all of the tax compliance and reporting for the various Wells Fargo Mutual funds. Responsibilities: Provided the Senior Management team with monthly feedback regarding the performance of the outside Fund accounting agent including process improvement suggestions. Worked with outside Fund Accounting agent to ensure all compliance deadlines were met. Managed the 1099-year end reporting process and provided outside brokers an transfer agent with calendar year distribution detail for eadh fund. Review all tax returns for the various Wells Fargo Mutual funds. Coordinated scheduling with outside Fund accounting agent and outside auditors-KPMG to ensure all tax provisions were reviewed and completed on time in order to meet the 60 day annual report disclosure deadline for each fund. Show less



PricewaterhouseCoopers

• 1 - 100 Employee

• Tax Director-Investment Management

  • Oct 1999 - Apr 2002

  San Francisco Bay Area