Director
Current
Feb 2022 - Present
AeroLeads people directory · profile
William (Bill) Herbert, Cpa Email & Phone Number
Tax Director at PKF O’Connor Davies, LLP
at
PKF O'Connor Davies, LLP
1 work email found
@pkfod.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Tax Director at PKF O’Connor Davies, LLP
Location
New York City Metropolitan Area, United States, United States
Who is William (Bill) Herbert, Cpa? Overview
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Quick answer
William (Bill) Herbert, Cpa is listed as Tax Director at PKF O’Connor Davies, LLP at PKF O'Connor Davies, LLP, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at pkfod.com and a matched LinkedIn profile for William (Bill) Herbert, Cpa.
William (Bill) Herbert, Cpa previously worked as Director at Pkf O'Connor Davies, Llp and Tax Manager at Grassi Franchise Services, Llc At Grassi & Co.. William (Bill) Herbert, Cpa holds Masters Of Science, Taxation from Long Island University - School Of Professional Accountancy.
Company email context
Email format at PKF O'Connor Davies, LLP
This section adds company-level context without repeating William (Bill) Herbert, Cpa's masked contact details.
*@pkfod.com
68% confidence
AeroLeads found 1 current-domain work email signal for William (Bill) Herbert, Cpa. Compare company email patterns before reaching out.
Profile bio
About William (Bill) Herbert, Cpa
Senior tax and accounting professional with extensive supervisory and hands-on experience in tax compliance, planning and research, for C Corps, Partnerships, S Corps, High Net Worth individuals, accounting and financial control, financial and investor reporting, fund administration reporting and treasury. Industry experience includes private equity, alternative investments, real estate, franchises, manufacturing, distribution and corporate accounting. Team leader that works collaboratively and strategically with all levels of management and staff across departments providing superior client service. Core competencies include tax compliance and research, SEC reporting, Fair value reporting, IFRS, staff training and development, audit management, internal controls and SOX Compliance., CCH Access, Engagement, Quickbooks, Investran, Microsoft Office Suite.
Current workplace
William (Bill) Herbert, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 34 years
William (Bill) Herbert, Cpa work experience
A career timeline built from the work history available for this profile.
Tax Manager
Grassi Franchise Services, Llc At Grassi & Co.
Nov 2019 - Feb 2022
Senior Vice President - Manager Private Equity Fund Administration
Citigroup, Inc.
Managed the accounting, financial and investor reporting, fund administration and management reporting of Citi sponsored onshore and offshore private equity funds including leveraged employee funds, direct investment funds, Fund of Funds, Master Funds and Co-Investment vehicles with Fund commitments exceeding $2 billion. Supervised accounting professionals.
2006 - 2018
~12 yrs
Vice President - Manager Alternative Investments
Prudential Financial, Inc.
Functioned as controller managing the accounting, financial reporting and tax compliance for public and private limited partnerships investing in commodities, real estate and venture capital. Supervised several staff professionals with monthly closings, SEC reporting and tax compliance.
1996 - Dec 2005
Adjunct Professor
Long Island University - School Of Professional Accountancy
Taught undergraduate and graduate level accounting and tax courses at night while working full time. Courses included Partnership Taxation, State & Local Taxation, Accounting Theory, Advanced Accounting and Intermediate Accounting.
1992 - 2000
~8 yrs
2 education records
William (Bill) Herbert, Cpa education
Masters Of Science, Taxation
Long Island University - School Of Professional Accountancy
Bachelor Of Science, Accounting
State University Of New York At Plattsburgh
FAQ
Frequently asked questions about William (Bill) Herbert, Cpa
Quick answers generated from the profile data available on this page.
What company does William (Bill) Herbert, Cpa work for?
William (Bill) Herbert, Cpa works for PKF O'Connor Davies, LLP.
What is William (Bill) Herbert, Cpa's role at PKF O'Connor Davies, LLP?
William (Bill) Herbert, Cpa is listed as Tax Director at PKF O’Connor Davies, LLP at PKF O'Connor Davies, LLP.
What is William (Bill) Herbert, Cpa's email address?
AeroLeads has found 1 work email signal at @pkfod.com for William (Bill) Herbert, Cpa at PKF O'Connor Davies, LLP.
Where is William (Bill) Herbert, Cpa based?
William (Bill) Herbert, Cpa is based in New York City Metropolitan Area, United States, United States while working with PKF O'Connor Davies, LLP.
What companies has William (Bill) Herbert, Cpa worked for?
William (Bill) Herbert, Cpa has worked for Pkf O'Connor Davies, Llp, Grassi Franchise Services, Llc At Grassi & Co., Citigroup, Inc., Prudential Financial, Inc., and Long Island University - School Of Professional Accountancy.
How can I contact William (Bill) Herbert, Cpa?
You can use AeroLeads to view verified contact signals for William (Bill) Herbert, Cpa at PKF O'Connor Davies, LLP, including work email, phone, and LinkedIn data when available.
What schools did William (Bill) Herbert, Cpa attend?
William (Bill) Herbert, Cpa holds Masters Of Science, Taxation from Long Island University - School Of Professional Accountancy.
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