Expert in consultation and preparation of federal, state and local taxation for individuals, partnerships, trusts and estate tax returns.

First in-house tax specialist charged with building the tax function from the ground up. Directs all tax department activities with a team of 7 tax professionals. Handles partnership and corporation tax issues and planning for over $26B in investments as well as internal entities. Collaborates with deal team and outside attorneys in the implementation of all new investment vehicles including foreign blocker structures. Prepares quarterly tax estimates for investors including planning for long term capital gains. Manages relationships with outside providers in the tax preparation and review process including PWC, EY, Andersen Tax, KPMG, and McGladrey. Constant interaction and discussion with accounting, investor services, legal, operations, investment teams, outside accounting administrator SEI and investors regarding tax planning, K-1 explanations and all tax related issues. Responsible for preparation, review and signing of all tax returns and filings. Monitors re-organizations, workouts and corporate changes for tax purposes.

Promoted to Tax Manager in 1993. Supervised staff of 12 Tax Professionals specializing in the financial services industry. Clients included multinational corporations, holding companies, brokers, dealers, traders, investment/trading partnerships. Skilled in consolidated Federal, State and Franchise tax returns including researching/reviewing Structured Finance deals and analyzing Provision and Reserve requirements. Researched tax issues, client inquiries and reported conclusions in letter/memo format to clients and partners.