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Julia Wu Email & Phone Number

Senior Manager Private Equity and Investment Management at Deloitte
Location: New York City Metropolitan Area, United States 14 work roles 4 schools
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Current company
Deloitte
Role
Senior Manager Private Equity and Investment Management
Location
New York City Metropolitan Area, United States
Company size
490451 employees

Who is Julia Wu? Overview

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Julia Wu is listed as Senior Manager Private Equity and Investment Management at Deloitte, a with 490451 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Julia Wu.

Julia Wu previously worked as Senior Manager at Deloitte and Manager - Private Equity & Investment Management at Deloitte. Julia Wu holds Master Of Business Administration (Mba), Master Of Taxation from Fordham Gabelli School Of Business.

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Deloitte

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Profile bio

About Julia Wu

Specialties: Private Equity Tax Compliance; SubChapter K; Partnership Allocations; Ultra High Net Worth Tax; Performance; Finance Transformation; Financial Analysis; Project Management; Financial Management Accounting

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Julia Wu's current company

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Deloitte
Deloitte
Senior Manager Private Equity and Investment Management
New York, NY, US
Website
deloitte.com
Employees
490451
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14 roles

Julia Wu work experience

A career timeline built from the work history available for this profile.

Senior Manager Private Equity And Investment Management

Deloitte

New York, Ny, Us

Senior Manager

Current
Deloitte

Worldwide, Oo

May 2024 - Present

Manager - Private Equity & Investment Management

Deloitte

Worldwide, Oo

May 2022 - May 2024

Senior Consultant - Private Equity & Investment Management

Deloitte

Worldwide, Oo

Jun 2021 - May 2022

Strategy Consultant - Finance & Enterprise Performance

Deloitte

Worldwide, Oo

Feb 2019 - Jun 2021

Senior Consultant - Engagement Controller

Deloitte

Worldwide, Oo

Aug 2015 - Jan 2019

Senior Consultant - Private Equity & Wealth Management

Deloitte

Worldwide, Oo

- Specialized in serving Private Equity and Ultra High-Net-Worth Individual clients- Lead project senior performed units offering analysis, tax basis calculation and cash flow analysis with cross-functional professionals for a $400 Million Private Equity IPO- Worked directly with team leadership on analyzing Partnership/Corporation agreements, tax treatments and allocations to minimize any potential risk of fines and penalties- Conducted analysis on bonds OID, bonds amortization, mortgage documents and market transactions for high-net-worth individual clients for income tax compliance, including Quarterly estimates and Year End projections analysis to mitigate risks of underpayment penalties- Conducted research and analysis on client-specific business and tax issues to identify and mitigate risks, often responding to IRS and state departments- Preparation of Federal, State and Local tax reporting

Sep 2012 - Jul 2015

Tax Intern

Pwc

Gb

Real Estate Group

Jan 2012 - Apr 2012

Xbrl Best Practice Research Assistant - Intern

Fasb

Norwalk, Connecticut, Us

May 2011 - Sep 2011

Certified Income Tax Preparer Volunteer

Internal Revenue Service

Washington, District Of Columbia, Us

Feb 2011 - Apr 2011

Vp-Public Relations

Fordham Chinese Business Society
Oct 2010 - Apr 2011

Regional President Of Hcia Dalian Subcommittee

Hong Kong & China Internship Association
Sep 2008 - May 2009
Team & coworkers

Colleagues at Deloitte

Other employees you can reach at deloitte.com. View company contacts for 490451 employees →

SG Sergio Granero González Sergio Granero González Colleague at DeloitteGreater Madrid Metropolitan Area, Spain View → SM Shazia Munawwar Shazia Munawwar Colleague at DeloitteBhubaneshwar, Odisha, India View → WA Waseem Abbas Alvi Waseem Abbas Alvi Colleague at DeloitteUnited Kingdom View → AM Anisha Maheswari Anisha Maheswari Colleague at DeloitteGuwahati, Assam, India View → GI Godwin Ibeneme Godwin Ibeneme Colleague at DeloitteBirmingham, England, United Kingdom View → RS Ryan Stachura Ryan Stachura Colleague at DeloitteWashington, District Of Columbia, United States View → RA Ratika Arora Ratika Arora Colleague at DeloitteChandigarh, India View → SH Shanna Henry, Cams, Mba Shanna Henry, Cams, Mba Colleague at DeloitteLoganville, Georgia, United States View → CM Caitlin M. Caitlin M. Colleague at DeloitteMitcham, England, United Kingdom View → IK István Kovács István Kovács Colleague at DeloitteHungary View →
4 education records

Julia Wu education

Master Of Business Administration (Mba), Master Of Taxation

Fordham Gabelli School Of Business

Master'S Degree, Financial Engineering And Risk Analytics

Rensselaer Polytechnic Institute

Master, Financial Engineering And Risk Analytics

Rpi Lally School Of Management

Bachelor Of Economics, Finance And Banking

Dalian University Of Technology
FAQ

Frequently asked questions about Julia Wu

Quick answers generated from the profile data available on this page.

What company does Julia Wu work for?

Julia Wu works for Deloitte.

What is Julia Wu's role at Deloitte?

Julia Wu is listed as Senior Manager Private Equity and Investment Management at Deloitte.

Where is Julia Wu based?

Julia Wu is based in New York City Metropolitan Area, United States while working with Deloitte.

What companies has Julia Wu worked for?

Julia Wu has worked for Deloitte, Pwc, Fordham University, Fasb, and Internal Revenue Service.

Who are Julia Wu's colleagues at Deloitte?

Julia Wu's colleagues at Deloitte include Sergio Granero González, Shazia Munawwar, Waseem Abbas Alvi, Anisha Maheswari, and Godwin Ibeneme.

How can I contact Julia Wu?

You can use AeroLeads to view verified contact signals for Julia Wu at Deloitte, including work email, phone, and LinkedIn data when available.

What schools did Julia Wu attend?

Julia Wu holds Master Of Business Administration (Mba), Master Of Taxation from Fordham Gabelli School Of Business.

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