Carl Stowell Email & Phone Number

New York, New York

New York, New York

-Work with managers and directors to ensure team complies with all accounting and regulatory obligations and requirements-Communicate with fund managers and clients to relay information and resolve issues on a timely basis-Ensure that client responsibilities are managed effectively and to agreed client, regulatory, and statutory deadlines-Assist external.

New York, New York

-Monitor and record daily cash activity, and track portfolio company transactions-Prepare daily journal entries and monthly bank and brokerage reconciliations-Prepare quarterly deliverables such as valuation adjusted financial statements and management fee calculations-Prepare and review capital calls and fund distributions as requested-Coordinate and.

Stamford, CT

-Oversaw annual federal and state tax compliance process, including the preparation and review of workpapers and their respective tax returns (specifically Forms 1065 & Schedule K-1, 1120, 1120-F, and all applicable state and foreign filings) to ensure accurate reporting methods were applied-Reviewed partnership workpapers with complex target, waterfall.

Stamford, CT

-Prepared partnership and corporate tax returns for operating businesses across various industries-Prepared extensions, quarterly estimates, and internal budgeting as needed-Developed an understanding of tax regulations and accounting pronouncements-Working knowledge of tax code and technical aspects of tax preparation within financial services industry

Wilton, CT

Assisted as a seasonal accounts payable consultant. Maintained current season tour accounts and aided in invoicing functions. Collaborated with suppliers regarding past due invoices and outstanding accounts.

Stamford, CT

-Completed tax planning and research-Prepared federal, state and local returns-Developed understanding of regulations and accounting pronouncements-Worked on a wide range of tax specialty areas

Darien, CT

Computed sales, purchases and processed payments; interacted with customers and placed special orders; packaged return orders and organized inventory

Bachelor Of Business Administration, Accounting

Activities and Societies: WLOY Loyola Radio, Club Badminton Team, Beta Alpha Psi Accounting Honors Society

Education record

Activities and Societies: Varsity Baseball team, Varsity Squash team