Joseph Withey, Cpa Email & Phone Number

Seattle, Washington, United States

Seattle, Wa

- Manage investment team's quarterly financial reporting, year-end provision, annual tax return compliance, dashboard reporting, and pension trust compliance.- Tax research and documentation of positions related to investment transactions including matters related to fixed income, derivatives, equities, reportable transaction disclosure requirements, LP sales, tax reform impacts, and tax-free movement of property.- Manage transition and implementation of multi-year enterprise-wide investment management software (SimCorp) that overhauled and automated fixed income tax reporting for $100B AUM yielding substantial resource efficiency, data accuracy, and cost savings.- Investment tax point person for collaborating with investment management group to ensure most tax efficient outcomes related to capital optimization initiatives, market exposure/risk reduction, derivative projects, opportunity zone investments, and deal structuring.

Seattle, Wa

Seattle, Wa

Seattle, Wa & Los Angeles, Ca

- Review and analysis of workpapers and tax returns for C corporations and investment partnerships. Member of Sub K group with an emphasis on real estate and private equity. - Research and analysis of tax consequences related to partnership reorganizations, liquidations, partnership income allocations, profits interests, partnership agreement amendments and transfers/sales of partnership interests.- Analysis of tax implications of restructuring transactions and new deals, including matters related to PFICs, Check-the-box elections, foreign informational reporting requirements (Forms 5471, 8865, 8858) and reportable transaction disclosure requirements (Form 8886)- Review of tax basis, Sec. 704(b) basis, and partner capital accounts. - Review of quarterly estimated tax projections, estimated tax payments and tax extensions.- Assist with the review and preparation of annual and quarterly tax provisions in accordance with ASC 740.- Assist with federal and state income tax audits.