Jessica Doherty Email & Phone Number

Dallas/Fort Worth Area

This role involves managing client portfolios, supervising team processes, mentoring team staff, and keeping clients informed of evolving compliance regulations. Work is heavily deadline-driven and involves the collection, analysis, and interpretation of technical and confidential client information. Ongoing communication efforts and providing training and.

Dallas/Fort Worth Area

In May 2015, I began working with a team of 4 in the New York office out of the Dallas office. Our team specializes in serving governmental and 501(c)(3) nonprofit entities (nationwide) with post-issuance assistance in the highly regulated tax-exempt market. My expertise is in the private use monitoring requirements and comprehensive understanding of the.

Dallas/Fort Worth Area

In addition to calculation arbitrage rebate determinations, I was a client-relationship manager for many of our company's largest rebate accounts. I found great success in this role by utlizing my exceptional organizational skills and my ability to handle the production of 30+ reports at one time.

Dallas/Fort Worth Area

Financial analysis and calculation of the rebate amount earned on nonpurpose investments while adhering to the arbitrage requirements of Internal Revenue Code Section 148.