Invests in
Sectors:
Locations:
Min Investment:
$500,000.00Max Investment:
$40,000,000.00Target Investment:
$20,000,000.00
Skills
Education
Lists including Kevin
Work Experience
2021
Operating Partner, Tax & General Partner Finance
2024
Partner & Head of Tax
2022 - 2024
Partner
2021 - 2022
2017 - 2021
Vice President, Tax
2017 - 2021
Manage tax processes and risks for tax provision, tax compliance, tax controversy, and transactions, across the business enterprise for all types of tax (income, franchise, sales and use, employment, real property, information reporting). Provide subject matter expertise (real estate, REIT, structuring) to cross-functional teams regarding the tax impact of transactions across the real estate life cycle (development/acquisition, operation, disposition).
2011 - 2016
Asset Management Tax Partner
2011 - 2016
Maintained and expanded foreign and domestic client relationships, developed new business, and enhanced the brand of the firm. Advised clients regarding complex transactions and integrating tax strategy with overall business imperatives. Recruited, trained, and coached teams. Provided assistance to other partners’ clients with real estate or partnership transaction needs.
2009 - 2011
Tax Senior Manager
2009 - 2011
Managed client relationships and engagement teams, both local and remote, to provide excellent client service. Served as key tax relationship contact for key clients. Supervised, trained, and coached engagement teams. Collaborated with audit and consulting colleagues to serve key clients on a cross-functional basis.
1997 - 2009
Tax Managing Director
1997 - 2009
Served as principal tax contact for clients. Managed engagement teams and projects. Collaborated with audit and consulting colleagues to serve key clients on a cross-functional basis.