Amanda Lu Email and Phone Number
Amanda Lu work email
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Amanda Lu personal email
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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.
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Director - Personal Financial ServicesSutter Hill Ventures Dec 2020 - PresentUs -
DirectorAndersen Jan 2016 - Nov 2020San Francisco, Ca, Us -
SupervisorDzh Phillips Llp Jan 2014 - Jan 2016Specialize 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.
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Senior Associate Financial ServicesErnst & Young Dec 2010 - Dec 2013London, GbSpecialized 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. -
Nonprofit InternHarvard Management Company Jun 2010 - Dec 2010Us• 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 -
Administrative FellowSuffolk University Sep 2009 - Aug 2010Boston, 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 -
ConsultantDeloitte Tax Llp Jan 2008 - May 2009Worldwide, 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
Amanda Lu Education Details
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Questrom School Of Business, Boston UniversityBusiness Management; Accounting And Finance -
Suffolk University - Sawyer Business SchoolTaxation
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.
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