- Prepare/review equity allocations, tax allocations, tax adjustments, and tax estimates- Ensure accurate and timely completion of K-1s and tax filings by applicable deadlines- Prepare/review partnership returns at the federal and state level for hedge funds and fund of funds- Perform tax testing on stocks, bonds, dividends and MLP investments to ensure accurate tax treatment- Regular communication with clients and provide assistance for responding to client tax issues- Correspondence with federal and state taxing authorities aimed at resolving tax notices

Federal Tax

Provided assurance and tax services to clients with a focus on review engagements, procedures engagements, basic tax issues and support to senior associates.Primary Responsibilities:- Prepared and reviewed tax returns with the tax team.- Handled routine client tax questions and worked with client to collect necessary information for tax return completion and compliance.- Completed tax related research and special projects as needed.- Performed the detail work of audits, reviews, and other assurance services for clients.- Collected and analyzed data to detect deficient controls, duplicated effort, fraud, or non- compliance with laws, regulations, and management policies.

-Responsible for arranging alternatives to foreclosure on specified portfolio of mortgage loan accounts.-Managed delinquencies and ensured proper identification of workout solutions including modification, repayment plan, deed in lieu of foreclosure and short sale. -Negotiated with mortgagors, real estate professionals, attorneys and other vendors to obtain highest net present value for clients.