• Review of federal and state individual and trust income tax returns for high net worth individuals and families• Review of federal and state partnership and corporate income tax returns• Provide ongoing tax planning and implementation strategies for law firms, high net worth individuals and families and growing businesses• Represent clients before various taxing authorities

• Prepared federal and state tax returns for individuals, trusts, partnerships, S corporations and foundations ranging from simple to extremely complex• Projected quarterly income tax liabilities, coordinated estimated payments and prepared income tax returns for partners of a prominent medium-sized law firm• Responded to inquiries and audits from federal and state taxing authorities • Primary point of contact for several of the firm’s clients• Analyzed and reconciled brokerage accounts for multi-million dollar foundations• Prepared income statements and balance sheets for several foundations and other entities• Researched and provided advice on complex federal and state income tax issues

• Reviewed federal and state individual and trust income tax returns for high net worth individuals and families• Reviewed federal and state partnership, non profit, corporate income tax returns and foreign ownership information forms• Coordinated and oversaw the firm’s transition from paper to electronic workpapers which included the implementation of a new work flow• Primary point of contact for several of the firm’s clients• Organized and taught informal training sessions for staff on a variety of tax topics such as trusts, gift tax and state specific income tax provisions• Researched and provided advice on complex federal and state tax issues encompassing both income and sales tax• Mentored and developed new staff

• Involved in all aspects of private equity fund administration including: offerings, capital calls, distributions, valuations, financial statements, tax preparation, investor relations and investor and management reporting• Coordinated fund offering communications and distribution of offering materials to over 12,000 employees globally while ensuring compliance with respective local securities laws• Primary point of contact on fund related questions from employees, private wealth management representatives and family office representatives • Coordinated capital calls and distributions exceeding $2 billion in aggregate annually which required allocation of fund level amounts to investors, verifying the accuracy of cash movements, communications to active and former employee investors• Prepared individual income and gift tax returns, calculated quarterly estimated payments and provided tax planning for 15-20 Goldman Sachs partners• Prepared Schedule K-1s for all Goldman Sachs partners prior to the firm becoming a public entity• Coordinated the preparation of several hundred amended state individual income tax returns after the conclusion of partnership audits• Handled audits of Goldman Sachs, related entities and partners by the Internal Revenue Service and other state and local jurisdictions including New York City, New York State and California

• Prepared individual income and gift tax returns for high net worth individuals• Prepared tax returns for partnerships, trusts, single entity and consolidated corporations• Responsible for preparation of income tax returns for partners of both Arthur Andersen and Goldman Sachs• Responsibilities also included estimated tax projections and responding to notices from various taxing authorities