•Provide forward-looking tax planning solutions and advise clients on strategies to minimize tax liabilities. Implemented innovative tax strategies and solutions, enhancing client financial health and compliance.•Prepare accurate tax returns for individuals and businesses.•Offer general tax advice, mentorship, answer client queries, and educate clients on tax matters and savings opportunities.

•Co-founded and grew the firm to 10 employees, managing a client portfolio of 400 business clients and 1,500 individual clients. Played a key role in the firm's strategic planning, managing tax department operations, ensuring compliance, and driving growth and profitability.•Built and maintained strong client relationships, delivering high-level tax and accounting services that led to significant client satisfaction and retention.•Led, mentored, and developed junior staff, fostering a high-performance and collaborative work environment.

• Supervise and support the PE/RE relationship of an 8 billion fund and operate over 160 deals via Investran. Closely communicate with clients and investment managers to provide quality deliverable on daily basis. • Coordinate with the IP team on the hedge fund side and cross operating on the daily cash flow updates and management reporting process.

• Supervise a 5 member team based in Mumbai, India to deliver Citco products and to provide supports for three hedge funds with NAVs of 4 billion, 2 billion and 500 million each. Closely and proactively working with the investor managers of the funds to ensure that the services we provide to their needs and satisfactions• Deliver face to face and Webex training to the VPs and managers of Mumbai team to progress the transition of the day to day and month end procedures and deliverables of my funds. Organize and review the BCP procedures to ensure the details, deadlines and chronicle order of the procedures during month end cycles are written down for the transition• Control the mid-year and annual audit of my funds. Closely working in between the middle office, pricing team, investor relation team and the investor managers to provides supports and answer questions.• Proactively seek efficiency and better time management during the day to day and month end working process. Actions include setting up Excel based Journal Entry loaders, upgrade formula settings, creating formula driven dump files, etc.

• Fully responsible of the transition of a 200-million NAV fund from Citco New Jersey office• Assisted with the load and operation of a lately developed software work bench to connect to monthly financial statements delivered to the clients with a standard format.• Trained group staff on EDW set up and reconciliation process, stayed on the top of any software updates and improvements communications

• Fully responsible for a 300-million NAV fund, a 600-million NAV fund and partially responsible for a 2-billion NAV fund• Performed daily and monthly reconciliation for hedge funds with portfolio exposed to futures, forwards, options, fixed income, and equities• Assisted Citco Back Office Aexeo team tracking daily cash positions, performing daily analysis of trades P&L, and verifying month end market prices for all open positions• Communicated daily with clients, custodians and prime brokers to resolve trading, operational and accounting issues

• Utilized proprietary list cross-reference with public databases to develop an accounting database for the market team• Researched medical device corporations and monitored their financing and growth status to keep database updated

• Assisted UNC Charlotte Accounting professor Dr. Suzanne Sevin in 1-on-1 on campus tutoring for Intermediate Accounting II class• Tutoring 8 hours per week on average and helped 3 students in achieving improvements in accounting class

• Provided comprehensive accounting support for the CFO including maintaining books, billing, collection and monthly bank reconciliation• Actively engaged in integral financial reporting process and prepared presentations for annual meeting• Resolved account discrepancies by reviewing journal entries and communicating with various departs, conducted daily internal audits for data accuracy and process efficiency

• Interacted with global clients and provided them with information regarding transactions, mortgages, etc. • Marketed new services to potential clients and directed them to the most convenient local branches• Conducted 1000+ 15-minute-long customer satisfactory telephone surveys targeting US market

• Utilized proprietary tools to help clients strategically allocate assets and control risks • Conducted intensive financial analysis and developed retirement plans• Researched different investment vehicles including ETF and stocks to help clients accomplish their financial goals