Fund Tax Services, LLC
Description
Address: 135 W 50th St, New York, NY 10020 Phone: (646) 481-0014Place name: Category: Website: : : : : : : Hours: Website: http://fundtaxservices.com/ Category: Tax Preparation Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FTS Posting publicly on the Web Write a review Reviews Be the first to review
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Fund Tax Services, LLC Employees
Employee
Years
Job
Industry
Julie Baek Julie Baek's Fund Tax Services, LLC Experience February 2015 - Present
Job Tax Associate at Fund Tax Services LLC
Industry Accounting
Experience
Fund Tax Services LLC February 2015 - Present
Kwangho Lee CPA Office February 2013 - January 2015
Chain & Fantasia Inc June 2011 - August 2012
Sewon LLP CPAs January 2010 - February 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Facebook, Tax Preparation, Personal Income Tax..., Payroll Taxes, Income Tax, GoSystems
Education
Hunter College 2012 — 2014
Bachelor's degree, Accounting
University of Incheon 2005 — 2010
Bachelor's degree, Economics
California State University-Sacramento 2008 — 2009
Exchange student, Business Administration and Management, General
Fund Tax Services LLC February 2015 - Present
Kwangho Lee CPA Office February 2013 - January 2015
Chain & Fantasia Inc June 2011 - August 2012
Sewon LLP CPAs January 2010 - February 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Facebook, Tax Preparation, Personal Income Tax..., Payroll Taxes, Income Tax, GoSystems
Education
Hunter College 2012 — 2014
Bachelor's degree, Accounting
University of Incheon 2005 — 2010
Bachelor's degree, Economics
California State University-Sacramento 2008 — 2009
Exchange student, Business Administration and Management, General
Steven Zhang Steven Zhang's Fund Tax Services, LLC Experience October 2010 - Present
Job CEO at Youhe Invest LLC
Industry Financial Services
Experience
Youhe Invest LLC July 2015 - Present
Fund Tax Services LLC October 2010 - Present
Association of US-China Professional Accountants May 2013 - Present
Skills
Hedge Funds, Family Office, Alternative Investments, Private Equity, Taxation, Investments, Tax, Investment Banking, Due Diligence, Mutual Funds, Estate Planning, Asset Management, Venture Capital, Portfolio Management, Financial Advisory, High Net Worth..., Valuation, International Tax, Financial Planners, Financial Services, Corporate Finance, Investment Management, Fund Of Funds, Finance, Tax Accounting, CPA, Auditing, Accounting, Due diligence, Private equity, Financial Planning
Education
DePaul University 1997 — 1999
MS, Taxation
Indiana University - Kelley School of Business 1992 — 1995
BS, Accounting
Youhe Invest LLC July 2015 - Present
Fund Tax Services LLC October 2010 - Present
Association of US-China Professional Accountants May 2013 - Present
Skills
Hedge Funds, Family Office, Alternative Investments, Private Equity, Taxation, Investments, Tax, Investment Banking, Due Diligence, Mutual Funds, Estate Planning, Asset Management, Venture Capital, Portfolio Management, Financial Advisory, High Net Worth..., Valuation, International Tax, Financial Planners, Financial Services, Corporate Finance, Investment Management, Fund Of Funds, Finance, Tax Accounting, CPA, Auditing, Accounting, Due diligence, Private equity, Financial Planning
Education
DePaul University 1997 — 1999
MS, Taxation
Indiana University - Kelley School of Business 1992 — 1995
BS, Accounting
William McEnroe William McEnroe's Fund Tax Services, LLC Experience December 2010 - Present
Job MD at Fund Tax Services LLC
Industry Financial Services
Experience
Fund Tax Services, LLC December 2010 - Present
WTAS January 2008 - December 2010
HSBC January 2004 - January 2008
KPMG January 2000 - January 2004
Occam Management, LLC January 1991 - December 1999
Laventhol & Horwath January 1985 - December 1990
Skills
Hedge Funds, Alternative Investments, Private Equity, Family Office, Investments, Portfolio Management, Mutual Funds, Tax, Financial Structuring, Financial Services, Fund Of Funds, Equities, Investment Management, Venture Capital, Wealth Management, Asset Managment, Asset Allocation, Fixed Income, Investment Advisory, Due Diligence, Valuation, Financial Planners, Financial Modeling, Investment Banking, Bloomberg, Financial Advisory, Asset Management, Trading, Financial Markets, Securities, Derivatives, Capital Markets, Equity Research
Education
Baruch College - Zicklin School of Business
MS, FINANCE
Baruch College - Zicklin School of Business
MS, TAXATION
University of Massachusetts, Amherst
Wellesley High
Fund Tax Services, LLC December 2010 - Present
WTAS January 2008 - December 2010
HSBC January 2004 - January 2008
KPMG January 2000 - January 2004
Occam Management, LLC January 1991 - December 1999
Laventhol & Horwath January 1985 - December 1990
Skills
Hedge Funds, Alternative Investments, Private Equity, Family Office, Investments, Portfolio Management, Mutual Funds, Tax, Financial Structuring, Financial Services, Fund Of Funds, Equities, Investment Management, Venture Capital, Wealth Management, Asset Managment, Asset Allocation, Fixed Income, Investment Advisory, Due Diligence, Valuation, Financial Planners, Financial Modeling, Investment Banking, Bloomberg, Financial Advisory, Asset Management, Trading, Financial Markets, Securities, Derivatives, Capital Markets, Equity Research
Education
Baruch College - Zicklin School of Business
MS, FINANCE
Baruch College - Zicklin School of Business
MS, TAXATION
University of Massachusetts, Amherst
Wellesley High
Jonathan Jiang Jonathan Jiang's Fund Tax Services, LLC Experience January 2015 - June 2015
Job Corporate Tax Intern at Standard Charter Bank
Industry Financial Services
Experience
Standard Chartered Bank June 2015 - Present
Fund Tax Services LLC January 2015 - June 2015
Viacom September 2014 - December 2014
Direct Agents June 2014 - September 2014
MKP Capital Management, L.L.C. March 2014 - June 2014
Global Strategy Group January 2014 - March 2014
Collective August 2013 - December 2013
Pure Minutes LLC May 2013 - August 2013
Baruch College - Continuing and Professional Studies (CAPS) February 2013 - June 2013
Baruch college-Baruch Performing Arts Center October 2012 - May 2013
Skills
Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Invoicing, Great Plains Software, Accounting, Microsoft Dynamics, Accounts Receivable, Payroll, Financial Analysis, PowerPoint, Auditing, Account Reconciliation, Analysis, Management, Financial Reporting, Financial Accounting, Teamwork, Fixed Assets, GoSystems
Education
City University of New York-Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.53
Standard Chartered Bank June 2015 - Present
Fund Tax Services LLC January 2015 - June 2015
Viacom September 2014 - December 2014
Direct Agents June 2014 - September 2014
MKP Capital Management, L.L.C. March 2014 - June 2014
Global Strategy Group January 2014 - March 2014
Collective August 2013 - December 2013
Pure Minutes LLC May 2013 - August 2013
Baruch College - Continuing and Professional Studies (CAPS) February 2013 - June 2013
Baruch college-Baruch Performing Arts Center October 2012 - May 2013
Skills
Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Invoicing, Great Plains Software, Accounting, Microsoft Dynamics, Accounts Receivable, Payroll, Financial Analysis, PowerPoint, Auditing, Account Reconciliation, Analysis, Management, Financial Reporting, Financial Accounting, Teamwork, Fixed Assets, GoSystems
Education
City University of New York-Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Accounting, 3.53
Dania Payano Herrera's Fund Tax Services, LLC Experience December 2014 - July 2015
Job HR Management student at Baruch College
Industry Human Resources
Experience
Fund Tax Services LLC December 2014 - July 2015
AIESEC United States December 2013 - January 2015
Real Hospitality Group September 2014 - December 2014
NBM/Papercutz January 2013 - September 2014
Baruch College's Women's History Month Committee February 2014 - March 2014
STARR Career Development Center August 2012 - November 2012
Empire State Building July 2012 - September 2012
Business integrity commission July 2011 - August 2011
Skills
Microsoft Office, fluent in Spanish, Human Resources, Customer Service, Management, Telephone Skills, Fundraising, Spanish, Editing, Operations Management, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Recruiting, Teamwork, Leadership Development, Organizational..., Communication, Event Planning, Event Management, Data Entry, Marketing, Social Media Marketing, Office Administration, Talent Management, Interviews, Negotiation
Education
Baruch College 2012 — 2016
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Cardinal Spellman High School 2008 — 2012
Fund Tax Services LLC December 2014 - July 2015
AIESEC United States December 2013 - January 2015
Real Hospitality Group September 2014 - December 2014
NBM/Papercutz January 2013 - September 2014
Baruch College's Women's History Month Committee February 2014 - March 2014
STARR Career Development Center August 2012 - November 2012
Empire State Building July 2012 - September 2012
Business integrity commission July 2011 - August 2011
Skills
Microsoft Office, fluent in Spanish, Human Resources, Customer Service, Management, Telephone Skills, Fundraising, Spanish, Editing, Operations Management, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Recruiting, Teamwork, Leadership Development, Organizational..., Communication, Event Planning, Event Management, Data Entry, Marketing, Social Media Marketing, Office Administration, Talent Management, Interviews, Negotiation
Education
Baruch College 2012 — 2016
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Cardinal Spellman High School 2008 — 2012
Jay McEnroe Jay McEnroe's Fund Tax Services, LLC Experience January 2010 - Present
Job Managing Director at FTS
Industry Financial Services
Experience
Fund Tax Services LLC January 2010 - Present
Fund Tax Services LLC January 2010 - Present
Anacaona Groupe Organizatioin 2010 - Present
Skills
Strategic Planning, Hedge Funds, Financial Services, Family Office, Special Situations, Financial Modeling, Due Diligence, Investor Relations, Fund Of Funds, Investment Advisory, Financial Analysis, Portfolio Management, Financial Advisory, Wealth Management, Venture Capital, Investment Management, Asset Allocation, Bloomberg, Finance, Mutual Funds, Investment Banking, Management, Valuation, Corporate Finance, Investment Strategies
Education
The University of Connecticut 1975 — 1979
Bachelor of Arts (B.A.)
Fort Augustus Abbey, Scotland 1972 — 1974
Fund Tax Services LLC January 2010 - Present
Fund Tax Services LLC January 2010 - Present
Anacaona Groupe Organizatioin 2010 - Present
Skills
Strategic Planning, Hedge Funds, Financial Services, Family Office, Special Situations, Financial Modeling, Due Diligence, Investor Relations, Fund Of Funds, Investment Advisory, Financial Analysis, Portfolio Management, Financial Advisory, Wealth Management, Venture Capital, Investment Management, Asset Allocation, Bloomberg, Finance, Mutual Funds, Investment Banking, Management, Valuation, Corporate Finance, Investment Strategies
Education
The University of Connecticut 1975 — 1979
Bachelor of Arts (B.A.)
Fort Augustus Abbey, Scotland 1972 — 1974
Stephen M. Brackett's Fund Tax Services, LLC Experience February 2012 - Present
Job CoFounder, Managing Partner at Infusion Global Partners, LLC
Industry Investment Management
Experience
Infusion Global Partners, LLC June 2014 - Present
Ironside Capital Group, LLC April 2000 - Present
Active Value Investors, LLC June 2012 - Present
Kaprica Security November 2012 - Present
BioDirection May 2012 - Present
Fund Tax Services LLC February 2012 - Present
Quintess July 2011 - Present
Miles Howland & Co June 2010 - Present
Pearl Street Capital Group 2003 - Present
The American Ireland Fund 2000 - Present
Skills
Private Equity, Alternative Investments, Hedge Funds, Investments, Venture Capital, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Mergers, Equities, Due Diligence, Start-ups, Investment Management, Investor Relations, Investment Banking, Strategy, Asset Management, Entrepreneurship, Mergers & Acquisitions, Financial Analysis, Leadership, Finance, Financial Services, Financial Advisory, Corporate Development, Structured Finance, Emerging Markets, Capital Markets, Funding, Executive Management, Corporate Finance, Restructuring, Investment Strategies, IPO, Asset Allocation, Private Placements, Mutual Funds, Securities, Investment Advisory, Capital, Fixed Income, Bloomberg, Financial Risk, Financial Structuring, Management, Business Strategy, Strategic Planning, Strategic Partnerships, Business Development
Education
Bates College 1981 — 1985
BA Political Science
Watertown High School 1977 — 1981
Infusion Global Partners, LLC June 2014 - Present
Ironside Capital Group, LLC April 2000 - Present
Active Value Investors, LLC June 2012 - Present
Kaprica Security November 2012 - Present
BioDirection May 2012 - Present
Fund Tax Services LLC February 2012 - Present
Quintess July 2011 - Present
Miles Howland & Co June 2010 - Present
Pearl Street Capital Group 2003 - Present
The American Ireland Fund 2000 - Present
Skills
Private Equity, Alternative Investments, Hedge Funds, Investments, Venture Capital, Asset Managment, Portfolio Management, Financial Modeling, Valuation, Mergers, Equities, Due Diligence, Start-ups, Investment Management, Investor Relations, Investment Banking, Strategy, Asset Management, Entrepreneurship, Mergers & Acquisitions, Financial Analysis, Leadership, Finance, Financial Services, Financial Advisory, Corporate Development, Structured Finance, Emerging Markets, Capital Markets, Funding, Executive Management, Corporate Finance, Restructuring, Investment Strategies, IPO, Asset Allocation, Private Placements, Mutual Funds, Securities, Investment Advisory, Capital, Fixed Income, Bloomberg, Financial Risk, Financial Structuring, Management, Business Strategy, Strategic Planning, Strategic Partnerships, Business Development
Education
Bates College 1981 — 1985
BA Political Science
Watertown High School 1977 — 1981
Brian Cingel Brian Cingel's Fund Tax Services, LLC Experience August 2015 - Present
Job Director, Fund Tax Services LLC
Industry Financial Services
Experience
Fund Tax Services LLC August 2015 - Present
SS&C GlobeOp January 2013 - July 2015
The Regulatory Fundamentals Group LLC 2012 - 2012
CITCO Bank/CITCO Securities Inc. 2009 - 2011
Brown Brothers Harriman & Co. 2004 - 2009
RR Donnelley 2001 - 2004
Irish Intercontinental Bank 2000 - 2001
St. Edwards High School 1999 - 2000
National City Bank 1999 - 1999
MML Investors 1998 - 1999
Skills
Business Development, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Investments, Financial Services, Asset Management, Wealth Management, Securities, Equities, Alternative Investments, Fixed Income, Capital Markets, Investment Management, Portfolio Management
Education
John Carroll University 1990 — 1993
Bachelor of Arts (B.A.), Communications
Villanova University 1988 — 1990
Benedictine Bengals 1984 — 1988
Gesu Bulldogs
Fund Tax Services LLC August 2015 - Present
SS&C GlobeOp January 2013 - July 2015
The Regulatory Fundamentals Group LLC 2012 - 2012
CITCO Bank/CITCO Securities Inc. 2009 - 2011
Brown Brothers Harriman & Co. 2004 - 2009
RR Donnelley 2001 - 2004
Irish Intercontinental Bank 2000 - 2001
St. Edwards High School 1999 - 2000
National City Bank 1999 - 1999
MML Investors 1998 - 1999
Skills
Business Development, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Investments, Financial Services, Asset Management, Wealth Management, Securities, Equities, Alternative Investments, Fixed Income, Capital Markets, Investment Management, Portfolio Management
Education
John Carroll University 1990 — 1993
Bachelor of Arts (B.A.), Communications
Villanova University 1988 — 1990
Benedictine Bengals 1984 — 1988
Gesu Bulldogs
Yoonie Bae's Fund Tax Services, LLC Experience January 2011 - Present
Job Manager at Fund Tax Services LLC
Industry Accounting
Experience
Fund Tax Services LLC January 2011 - Present
WTAS March 2008 - January 2011
LG Chem August 2006 - March 2008
Education
Penn State University 2002 — 2006
BS, Accounting
Fund Tax Services LLC January 2011 - Present
WTAS March 2008 - January 2011
LG Chem August 2006 - March 2008
Education
Penn State University 2002 — 2006
BS, Accounting
Richard Gaines's Fund Tax Services, LLC Experience January 2015 - September 2015
Job Seeking New Employment Opportunities
Industry Financial Services
Experience
RG Tax and Business Services May 2012 - Present
Fund Tax Services LLC January 2015 - September 2015
Fulvio & Associates LLP January 2013 - December 2014
Ernst & Young LLP February 2002 - April 2012
American Express Tax & Business Services December 1999 - August 2001
CIBC Oppenheimer August 1987 - May 1999
Oppenheim Appel Dixon & Co CPAs 1982 - July 1987
Skills
Hedge Funds, Tax, Corporate Tax, Income Tax, Private Equity
Education
City University of New York-Brooklyn College
BS, Accounting
RG Tax and Business Services May 2012 - Present
Fund Tax Services LLC January 2015 - September 2015
Fulvio & Associates LLP January 2013 - December 2014
Ernst & Young LLP February 2002 - April 2012
American Express Tax & Business Services December 1999 - August 2001
CIBC Oppenheimer August 1987 - May 1999
Oppenheim Appel Dixon & Co CPAs 1982 - July 1987
Skills
Hedge Funds, Tax, Corporate Tax, Income Tax, Private Equity
Education
City University of New York-Brooklyn College
BS, Accounting
Elsa Fong's Fund Tax Services, LLC Experience July 2012 - Present
Job AVP at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2015 - Present
Fund Tax Services LLC July 2012 - Present
Marks Paneth & Shron LLP May 2011 - July 2012
Quadrangle Group LLC April 2007 - December 2010
Polakoff and Michaelson CPA PC January 2000 - April 2007
Skills
Partnership Taxation, Individual Taxation, Private Equity, Financial Statements, Auditing, Tax Returns, Trusts, High Net Worth..., Financial Analysis, S Corporations, Accounting, Tax
Education
Queens College 1994 — 1998
BBA, Accounting
Brown Brothers Harriman April 2015 - Present
Fund Tax Services LLC July 2012 - Present
Marks Paneth & Shron LLP May 2011 - July 2012
Quadrangle Group LLC April 2007 - December 2010
Polakoff and Michaelson CPA PC January 2000 - April 2007
Skills
Partnership Taxation, Individual Taxation, Private Equity, Financial Statements, Auditing, Tax Returns, Trusts, High Net Worth..., Financial Analysis, S Corporations, Accounting, Tax
Education
Queens College 1994 — 1998
BBA, Accounting
Carrisa (Ying) Guo's Fund Tax Services, LLC Experience January 2013 - Present
Job Tax Associate at Fund Tax Services LLC
Industry Accounting
Experience
Fund Tax Services LLC January 2013 - Present
Grace Financial Networks Inc. November 2011 - November 2012
Fuoco Group February 2011 - November 2011
KPMG June 2007 - September 2007
Skills
Accounting, CPA, GAAP, Tax, Tax Preparation
Education
Suffolk University 2006 — 2008
Master's degree, Accounting, 3.7
Sichuan International Studies University 1997 — 2000
Bachelor's degree, English Language and Literature, General
Fund Tax Services LLC January 2013 - Present
Grace Financial Networks Inc. November 2011 - November 2012
Fuoco Group February 2011 - November 2011
KPMG June 2007 - September 2007
Skills
Accounting, CPA, GAAP, Tax, Tax Preparation
Education
Suffolk University 2006 — 2008
Master's degree, Accounting, 3.7
Sichuan International Studies University 1997 — 2000
Bachelor's degree, English Language and Literature, General
Ian Lin's Fund Tax Services, LLC Experience June 2013 - December 2013
Job Tax Associate
Industry Accounting
Experience
WeiserMazars LLP January 2014 - Present
Fund Tax Services LLC June 2013 - December 2013
Wenner Media February 2013 - June 2013
Sher & Associates LLC January 2013 - May 2013
Baron Francois Ltd September 2012 - February 2013
Skills
Tax, Accounting, Financial Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, General Ledger
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
WeiserMazars LLP January 2014 - Present
Fund Tax Services LLC June 2013 - December 2013
Wenner Media February 2013 - June 2013
Sher & Associates LLC January 2013 - May 2013
Baron Francois Ltd September 2012 - February 2013
Skills
Tax, Accounting, Financial Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, General Ledger
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting