Fortress Credit Funds

Asset Management- Alternatives

Prepared various income tax returns including individual, partnership, trust, and corporate Prepared Forms 5471, 8858, and 8856Responsible for electronic filing and processing of tax returns for both federal and statePrepared analysis of partnership returns and all related schedulesOrganized client information and documents for scanningScanned tax return information into file storage systemWorked with various managers to support delivery of client projects

Performed case studies with team members to experience Staff Accountant responsibilitiesDiscovered the service lines and culture within the Deloitte company structureDiscussed with Deloitte Tax Professionals the day-to-day expectations and adversities of working in the industry

Performed analysis of asset allocation for clients' portfolios utilizing Morning Star programPlanned and coordinated client meetings including delivery of pertinent information Participated in Lunch & Learns focusing on strategic investments and economic forecastsAttended meetings with Mutual Fund Wholesalers to assist in selection of appropriate financial products in order to meet clients' needsRecruited Financial Planners by proactively researching Financial Advisors' database and obtaining appropriate contacts

trial balance to financial statements for tax projectsCompiled client binders with final work products in accordance with the Managing Director's instructionsCompleted various Excel projects relating to tax compliance and consultingPerformed administrative functions including: filing, copying, and scanning

Responsible for fulfilling client searches within the Finance & Accounting functions, including management of the full life-cycle recruiting process across all industries.Developed direct sourcing strategies to identify strong and passive talent, in addition to utilizing innovative and technological sourcing techniques.Sourced, recruited and placed candidates based on client needs.Conducted detailed screenings and interviews of each candidate to determine their specific match to client/search requirements.JOSEPH A. PERRY

Contacted clients regarding product satisfactionAssisted with the management of office inventory and supplies