- Oversee preparation and review of fund-of-funds partnership tax returns, including Schedules K-1 and K-3.
- Ensure compliance with U.S. tax reporting of foreign investments and income.
- Research and resolve federal and state tax matters affecting investment partnerships and their investors.
- Identify opportunities for process improvement and collaborate with practice leadership to develop and implement solutions.
- Mentor, develop, and retain staff through active participation in the firm's mentoring program.
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