Skills
Wash sales analysis | Dividend Analysis (Qualified – the Non-Qualified US and Foreign including Short Term Dividend Expense adjustment) | Section 1256 analysis |Holding period analysis (long-term vs. short-term) | Constructive sales (Section 1259) | Straddles (Section 1092) | PFIC analysis and investor statement generation | Individual 1040 Compliance | 1042, 1042-S, and 1042-T compliance | International Compliance background includes: 926, 1116, 1118, 1120-F, 5471, 5472, 8621, 8804 & 8805, 8858, 8865, and FinCEN 114 | SALT Compliance all 50 states including returns, composites, and withholding forms
IntelliConnect | Checkpoint | BNA Tax and Accounting | Westlaw | GoSystem Tax Preparation Software | ProSystems Tax Preparation Software | CCH Axcess | SuperForm Tax Forms | Tax Gopher | Washems! | Total Return | Advent Partner | Geneva | Brightline | Deliotte - IPACs | Bloomberg | Advance Skills in Microsoft Excel | PwC - TRACK | PwC – MTA | Alteryx | Experienced in Outlook, Teams, PowerPoint, and Word | Adobe Acrobat |
About
Over 10 years’ experience providing accounting, audit, compliance, tax and administrative services to a diverse client base comprised of: Corporations, Multi-Nationals, Partnerships, Hedge Funds, Fund of Funds, Family Office and Private Equity. Expertise includes:
• Systems Development
• Financial Reporting and Analytics
• Process Development, Improvement and Optimization
• Tax Compliance
• Strategic Planning
• Client Relationship Management
• Back Office Operations
• Complex NAV and Tax Allocation Resolution
System and Software expertise includes:
IntelliConnect, Checkpoint, BNA Tax and Accounting, Westlaw, GoSystems Tax Preparation Software, ProSystems Tax Preparation Software, SuperForm Tax Forms, Tax Gopher, Washems! Allocates All, Total Return, Advent Partner, Geneva, IPACs, and Bloomberg
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