Provides clients with personalized services and guidance in a wide range of financial and business needs including, tax planning and preparation, financial statement review and compilation, payroll and bookkeeping, and various other advisory services that help businesses and individuals minimize tax liabilities and maximize cash flow while being compliant with regulatory and taxing authorities.

• Conducted in-depth GAAP/GAAS audits of real estate private equity and debt funds.• Supervise and coach junior/off-shore team members by delegating responsibilities, establishing deadlines, assessing team progress, and briefing team leadership on status updates and potential issues.• Responsible for various engagement projects and exchanging documents/support with client. • Tested covenant compliance and other factors as described in debt agreements.• Developed detailed workflow for each team member including the audit plan, objectives, and deliverables needed to effectively execute the task.• Prepare complex audit workpapers relating to statement of cash flows, unrealized gain/loss calculation, schedule of investments, management fee, investment-level debt footnote, Net Asset Value (NAV).• Identify, research, and document accounting and audit issues as related to clients under US GAAP.• Perform acquisition and disposition testing of various multifamily, office buildings, retail outlets, and infrastructure assets by analyzing the purchase and sale agreements, closing documents, and partnership agreements.• Work both within a team environment as well as independently.

• Provided exceptional service to members of the credit union and community. • Helped members with transactions and questions with their accounts. • Marketed our services and products to members and potential future members of the credit union.

Bookkeeping, data entry, reconciliations of books and records for small companies, and administrative duties.