Director of Taxation

Responsible for the oversight and coordination of tax strategies, planning, controversy, and compliance matters and functions as the primary resource for a privately held, U.S domiciled, diversified holding company. The S Corp/Partnership entity structure results in portfolio income from its asset allocation being generated at the entity level but taxed at the Shareholder/Partner level, which requires a broad depth of experience but with an emphasis on individual taxation. Portfolio income is ~90% US based and derived from Active and Passive Investments allocated amongst Global Equities, Private Investments, Hedge Funds and directly owned and operated Consumer Products and Real Estate businesses. Span of influence covers all aspects of U.S. Federal, State, and international taxation.