New York City Metropolitan Area
- Summer Rotation with the Collateralized Loan Obligations Product Group as part of the EY Leadership Accelerator Program
- Provided financial analysis services and supported the preparation of financial statements for high net-worth clients - Managed family office expenses including personal, taxes, insurance, medical, education, and mortgage payments - Assisted management with ad hoc projects such as preparation of bank and investment reconciliations
- Supported the preparation of U.S. federal and state tax returns for the firm as well as for Asset Management investment vehicles, specifically managed private equity, real estate, and hedge fund clients - Resolved state tax disputes for the firm’s domestic partnership subsidiaries by negotiating penalty and interest rates and compiling supporting documentation such as returns, K-1s, and pass-through withholding credit information - Assisted Vice Presidents with ad hoc projects such as reviewing returns, filing extensions, and training new interns