-Oversaw income tax function for high-net-worth family office-Coordinated timely preparation and filing of internally and externally prepared individual, partnership and S corporation tax returns and estimates-Researched complex tax issues, determined implications of investment decisions and communicated conclusions to senior management

-Oversaw preparation of federal and state partnership and corporate tax returns-Established timelines and manage multiple professional service providers to ensure timely delivery of investor K-1s-Evaluated information gathering and tax return preparation processes for potential improvements

-Advised both private equity firm and underlying portfolio companies throughout the life cycle of the fund from acquisition due diligence to tax-efficient exit strategies-Experienced with a variety of complex tax allocations, including waterfalls and carried interests-Established pass-through practice which generated over $2M in annual revenue-Cofounded community service committee

-Provided guidance on a variety of issues, including like-kind exchanges, disguised sales and technical terminations-Reviewed and analyzed quarterly and annual REIT testing to ensure compliance with federal REIT requirements-Reviewed tax provision calculations

-Assisted in structuring of joint ventures to ensure tax-deferred contribution of assets and a tax-efficient operating structure-Oversaw US reporting for international operations, including check-the-box compliance and Section 987 issues-Interacted with US and European accounting and legal departments, investment partners and external tax consultants