Experience

42 Capital

• France
• Investment Management
• 1 - 100 Employee

• Financial Advisor

  • Sep 2021 - Present

  Beijing, China



山景资本MV Capital

• China
• Financial Services
• 1 - 100 Employee

• Associate

  • May 2018 - Mar 2021

  Beijing City, China



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Tax Associate

  • Oct 2016 - Nov 2017

  Manhattan, New York, United States • Specialize in tax compliance process of hedge funds and funds of funds • Prepare and review hedge fund and private equity partnership Schedule K-1s, federal and state returns • Investigate transaction reports to analyze §1256 Gain/Loss, §988 Gain/Loss, bond bifurcation, dividend income for cross-border securities which include but not limited to futures, options, and swaps and their derivatives • Perform tests for wash sales, constructive sales and straddle analysis. Generate reports… Show more • Specialize in tax compliance process of hedge funds and funds of funds • Prepare and review hedge fund and private equity partnership Schedule K-1s, federal and state returns • Investigate transaction reports to analyze §1256 Gain/Loss, §988 Gain/Loss, bond bifurcation, dividend income for cross-border securities which include but not limited to futures, options, and swaps and their derivatives • Perform tests for wash sales, constructive sales and straddle analysis. Generate reports and footnotes for ECI, FDAP, UBTI and PFIC information • Calculate 704(b) tax allocation for hedge fund, and keep track of tax basis for private equity fund • Review K-1 pickups to calculate pass-through income from underlying investments in a funds of funds structure • Perform foreign Investment analysis and file Forms 8621, 8865, 1042 and 5471 • Collaborate with State and Local Tax team to analyze state source income and withholding amounts to paper file or e-File various state returns • Communicate with clients via emails and conference calls regularly regarding information needed for tax compliance process, discuss improvements to implement for next-year engagement in debrief meetings • Manage and coordinate with associates and offshore outsourcing team to increase effectiveness and efficiency during busy season • Train and coach new associates in firm technology, tax concepts and career path.

• Tax Associate

  • Oct 2014 - Sep 2016

  Manhattan, New York, United States Asset Management Group Primary Industry: Hedge Fund, Private Equity



University of Arizona

• United States
• Higher Education
• 700 & Above Employee

• Financial Office Assitant in Risk Management Services

  • Nov 2011 - May 2013

  Tucson, Arizona Area - Devised filing system for administrative associate by optimizing collection, storage and processing of accounting records, increasing accuracy, accessibility and efficiency of filing procedure. - Created and maintained comprehensive Excel spreadsheet of all account transactions and reconciled monthly bills with actual balances, keeping all transactions on record. - Forecast funding budget together with financial personnel for next fiscal year based on current year expenditure.



Stephen L. Gilsdorf, CPA

• Tax Intern

  • Feb 2013 - Apr 2013

  Tucson, Arizona Area - Evaluated client-provided information to determine tax-related date and computed tax return items, manually completing drafted tax returns. - Utilized ATX Tax Preparation Software to independently complete 65 individual income tax returns within 2 month period; reviewed and signed by CPA before submission.