• Tax Senior - Hedge Funds

    Deloitte (Raleigh, NC)
    …financial products and related tax adjustments, and aggregate allocations. trader vs. investor determination, and identifying necessary federal, international and ... state investor reporting. Tax seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our… more
    Deloitte (05/22/25)
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  • Information Management Analyst

    Bank of America (Charlotte, NC)
    …mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new ... Effectively communicates across all band levels (inclusive of executives and senior leaders) to ensure compliance with regulations and enterprise standards.… more
    Bank of America (07/19/25)
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