Promoted to Tax Manager in 1993. Supervised staff of 12 Tax Professionals specializing in the financial services industry. Clients included multinational corporations, holding companies, brokers, dealers, traders, investment/trading partnerships..
Responsible for preparation, review and signing of all tax returns and filings. Monitored re-organizations, workouts and corporate changes for tax purposes.
Prepared quarterly tax estimates for investors including planning for long term capital gains. Managed relationships with outside providers in the tax preparation and review process including PWC, EY and Andersen Tax.
Handled partnership and corporation tax issues and planning for over $26B in investments as well as internal entities. Collaborated with deal team and outside attorneys in the implementation of all new investment vehicles.
30 years of experience in the consultation and preparation of individual, partnership, corporate, trust and estate tax returns including federal, international and state and local taxation.