Amanda Lu

Amanda Lu Email and Phone Number

Director - Personal Financial Services at Sutter Hill Ventures @ Sutter Hill Ventures
Amanda Lu's Location
Palo Alto, California, United States, United States
Amanda Lu's Contact Details
About Amanda Lu

Amanda focuses on the managment of all aspects of personal financial affairs in the family office of Sutter Hill Ventures. Amanda serves as a trusted all function advisor for UHNW multi-generation families. Amanda oversees financial management and governance for individulas, trusts, investment entities, family partnerships, and operating companies, manages income and transfer tax planning and compliance, provides analysis for investments, portfolios and other assets, reviews asset allocation, directs non-profit giving and acts as liaison with outside counsel, accountants, and investment and other expert advisors, oversees payroll and benefits of household and other employees, ensures reporting compliance of foreign assets and transaction with various foreign governments. Prior to joining Sutter Hill Ventures, Amanda was with Anderson and worked with UHNW individuals, their families and related businesses, trusts, and other entities. She provided income, estate and gift tax planning and compliance.

Amanda Lu's Current Company Details
Sutter Hill Ventures

Sutter Hill Ventures

View
Director - Personal Financial Services at Sutter Hill Ventures
Amanda Lu Work Experience Details
  • Sutter Hill Ventures
    Director - Personal Financial Services
    Sutter Hill Ventures Dec 2020 - Present
    Us
  • Andersen
    Director
    Andersen Jan 2016 - Nov 2020
    San Francisco, Ca, Us
  • Dzh Phillips Llp
    Supervisor
    Dzh Phillips Llp Jan 2014 - Jan 2016
    Specialize in tax compliance and planning for flow through entities and high net worth individuals, focus on entity and wealth structures and planning to result in maximum after tax value while maintain low exposure level for clients. Additionally actively engaged in gift, estate and trust compliance and planning for high net worth clients and provide tax related advice on their businesses.
  • Ernst & Young
    Senior Associate Financial Services
    Ernst & Young Dec 2010 - Dec 2013
    London, Gb
    Specialized in tax compliance for hedge fund investment partnerships, including federal, state and international compliance filing for hedges fund with 100+ investors and state source income from all states. Focused on partnership allocation and portfolio securities analysis. Tax research included state withholding requirements for different types of income and entities and international filing and withholding requirements for complex flow through entities and their owners.
  • Harvard Management Company
    Nonprofit Intern
    Harvard Management Company Jun 2010 - Dec 2010
    Us
    • Track, analyze and consolidate investment tax information from schedule k-1s and financial statements from varies investments• Provide 1st level review of k-1 worksheets for accurate capture of UBTI and foreign filing information from k-1s provided by investments• Review multi-state tax returns for taxable and exempt entities to ensure state returns reflect correct taxable income through either allocation or apportionment methods• Provide 1st level review of federal tax returns for exempt-corporations, c-corporations, s-corporations and partnerships.• Prepare 1st level responses according to notices from the IRS and state revenue agencies and provide backup for further investigation by senior management• Prepare payments for varies types of tax payment to states and the IRS
  • Suffolk University
    Administrative Fellow
    Suffolk University Sep 2009 - Aug 2010
    Boston, Ma, Us
    · Assist the Chair of Theater Department with daily planning and operations of classes, theater productions and a variety of activities · Conduct administrative procedures such as communications and scheduling to effectively aid to the increased productivity of the Chair
  • Deloitte Tax Llp
    Consultant
    Deloitte Tax Llp Jan 2008 - May 2009
    Worldwide, Oo
    · Provided tax planning services and prepare income tax returns for regulated investment companies, hedge fund partnerships, and mutual fund partnerships · Reviewed client tax provision and tax return work papers to ensure accuracy and compliance with federal tax regulations, codes, and laws · Researched and analyzed a wide range of tax issues related to business transactions, investment strategies, and investment in various financial instruments for a variety of entities · Worked closely with clients and other Deloitte Tax team members to understand the entity's goals and provide tax services to maintain a low risk tax profile

Amanda Lu Skills

Tax Accounting Tax Returns Income Tax Tax Preparation Cpa Corporate Tax Financial Reporting Hedge Funds Finance Tax Research Financial Analysis International Tax Auditing Financial Accounting Tax Accounting Tax Advisory Partnership Taxation

Amanda Lu Education Details

  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Business Management; Accounting And Finance
  • Suffolk University - Sawyer Business School
    Suffolk University - Sawyer Business School
    Taxation

Frequently Asked Questions about Amanda Lu

What company does Amanda Lu work for?

Amanda Lu works for Sutter Hill Ventures

What is Amanda Lu's role at the current company?

Amanda Lu's current role is Director - Personal Financial Services at Sutter Hill Ventures.

What is Amanda Lu's email address?

Amanda Lu's email address is am****@****tax.com

What schools did Amanda Lu attend?

Amanda Lu attended Questrom School Of Business, Boston University, Suffolk University - Sawyer Business School.

What are some of Amanda Lu's interests?

Amanda Lu has interest in Economic Empowerment, Education, Environment, Animal Welfare, Health.

What skills is Amanda Lu known for?

Amanda Lu has skills like Tax, Accounting, Tax Returns, Income Tax, Tax Preparation, Cpa, Corporate Tax, Financial Reporting, Hedge Funds, Finance, Tax Research, Financial Analysis.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.