Tax consultating and tax return preparation for high net worth individuals.

Reported to and assisted the CFO to execute high priority, confidential and ad hoc projects accross the accounting, tax and investment groups. Calculated partner compensation and maintained capital accounts in the general ledger. Authorized to approve wire and check payments including partnership distributions. Administration of investment partnerships including contributions, distributions, special allocations, reporting of performance and partner admission in accordance with partnership agreements. Reviewed partnership tax returns, family partnerships and high-net worth individual tax returns.

Federal, multi-state, composite and withholding tax compliance for a service-oriented operating partnership in addition to international business filings such as income tax, payroll, VAT and country-by-country reporting for business activity in Canada, China, France, Hong Kong, Puerto Rico and United Kingdom.

Operational, investment, real estate and FoF partnerships and high net worth individual tax compliance.

Consolidated corporate tax compliance and FAS 109. Internal audit.

Private Company Services (PCS). Corporate, partnership and high net worth individual tax compliance. Financial statement audit.