Manages this non-profit's books and records. Ensures timely tax and informational filings.Provides budgets and regular financial updates to the executive board and other members.

Tax director in the PwC Boston office Asset & Wealth Management Group. Specializes in the delivery of tax services to regulated investment companies, investment partnerships/hedge funds, fund-of-funds, exchange-traded funds, and liquid alternative funds structured as RICs.Works closely with senior tax management at various industry leading clients to work through intricate tax calculations.Developed expertise in the areas of fund mergers, partnership allocations; passive… Show more Tax director in the PwC Boston office Asset & Wealth Management Group. Specializes in the delivery of tax services to regulated investment companies, investment partnerships/hedge funds, fund-of-funds, exchange-traded funds, and liquid alternative funds structured as RICs.Works closely with senior tax management at various industry leading clients to work through intricate tax calculations.Developed expertise in the areas of fund mergers, partnership allocations; passive foreign investment companies (PFICs) and other complex investments, derivatives and transactions.Frequent contributor to the PwC Asset & Wealth Management Learning and Education program and has instructed and developed content for several firm trainings and computer based trainings. Actively engaged in the hiring process for new and experienced staff. Coaches and manages a team of approximately 10-15 staff and seniors.Received a B.S. in Accounting with a minor in History from Bryant University and is a licensed CPA in Massachusetts. Show less