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 auditors to ensure audit function is executed on a timely and efficient basis-Preparation of monthly, quarterly, and annual NAV's-Preparation of annual statutory financial statements

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 support year-end audits

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, §704(c), and §704(b) allocations for both open-ended and closed-ended funds-Reviewed quarterly federal and state income projections to compute estimated, withholding, and year-end extension payments for various clients-Analyzed various tax issues for foreign investors entering domestic funds, including the review of FDAP and ECI withholding requirements, calculations, and their respective forms (specifically forms 8804, 8805, 1042, and 1042-S), and the analysis of foreign status certificates (specifically Forms W-8BEN, W-8BENE, W-8IMY and W-8EXP) including any tax treaty benefits-Corresponded with federal and state taxing authorities on behalf of clients-Supervised and trained tax professionals on several tax systems and technical concepts

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