- Manage and guide daily workflow and priorities of senior accountant.- Communicate with outside attorneys and accountants to navigate complex accounting and tax issues.- Prepare and present cash flow and accounting for family owned private foundation to finance committee.- Coordinate internal and external associates to complete audited financial statements for private foundation.- Transitioned family owned private foundation between different investment managers.- Maximize client benefits by providing proactive solutions to complex financial situations.- Represented multiple clients for comprehensive IRS audits which resulted in no adjustments.- Collaborate with national accounting firm to prepare tax returns for over 95 investment partnerships.- Coordinate import and reconciliation of over 1,000 K-1s amongst over 20 individual and trust tax returns.- Review high net worth and complex individual, trust, partnership and foundation tax returns.- Provide tax planning services to maximize benefits of tax carry forwards and new opportunities.-

- Prepared high net worth and complex individual, trust, partnership and foundation tax returns.- Completed tax projections to provide quarterly tax payment amounts.- Compiled accounting records of family owned businesses.

- Compiled annual audited financial statements for complex hedge funds.- Prepared required annual informational filings with the SEC.- Reviewed and edited financial statement footnotes.- Prepared supporting schedules for amounts reported on financial statements.

- Prepared high net worth individual, partnership and trust tax returns.- Managed work flow of multiple projects with competing deadlines.- Compiled accounting records to assist clients comply with foreign filing requirements.- Provided quarterly tax planning services for high net worth families, individuals and trusts.