Director, US Funds Tax Cv

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Director, US Funds Tax Cv Joshua Mitchell Director, US Funds Tax 07700 90XXXX joshua.mitchell@example.com joshuamitchell London, EC2A 3LT STRENGTHS Practical tax advice Translate complex US tax analysis into clear recommendations that help investment and legal teams assess transaction choices. Technical review Introduced a practical review approach for complex fund reporting, and received recognition from Harbourstone Tax Partners. Client relationships Maintain senior client relationships through timely advice, clear communication and proposals for further engagement. Team coaching Lead recurring knowledge sharing sessions and mentor colleagues on research, client communication and engagement responsibility. Cross border coordination Coordinate tax specialists across jurisdictions so fund clients receive accurate advice and reporting by agreed deadlines. SKILLS US funds tax Private equity Alternative funds Asset management Tax compliance Partnership reporting International tax Fund structuring Investor taxation Withholding tax Cross border finance Technical research Client relationships Business development Team coaching LANGUAGES English Native 40 French Intermediate 20 MY CAREER 23.2 Years Director, US Funds Tax at Harbourstone Tax Partners (7.8 Years) Senior Tax Director, US Funds at Kingswell Advisory (3.6 Years) Tax Director, Alternative Investments at Northbank Tax Consulting (4.8 Years) Senior Manager, US International Tax at Cedar Bridge Tax LLP (3.2 Years) Tax Associate, US Funds and International Tax at Whitcomb Tax & Co. (3.8 Years) SUMMARY US funds tax director with 23 years of experience advising private equity , alternative investment fund and asset management clients on compliance, reporting and complex advisory matters. CPA qualified, with expertise in US and cross border fund structures , investor tax and the private equity lifecycle. Lead multi jurisdictional engagements, advise on transactions and reporting, and build senior client relationships through clear, commercially focused advice. Develop new engagements, work with colleagues across practices and jurisdictions, and coach teams to improve the quality and consistency of fund tax delivery. EXPERIENCE Director, US Funds Tax Harbourstone Tax Partners Jan 2019 – Present London, United Kingdom Direct US tax compliance, reporting and advisory engagements for European private equity, real estate and alternative investment fund managers, coordinating specialists across jurisdictions to deliver accurate work to agreed deadlines. Advise clients on fund formations, acquisitions, disposals, restructurings and continuation funds, translating complex US federal income tax analysis into commercially focused recommendations for investment and legal teams. Oversee partnership reporting using Form 1065 and Schedules K-1 and K-3 , alongside international information reporting on Forms 8865, 5471, 8858 and 926; introduced a review framework that improved consistency across large fund structures. Guide clients through CFC, PFIC and QEF issues, entity classification, check-the-box elections and the US tax consequences of changes in entity classification, documenting the alternatives and practical effects for each structure. Advise on ECI, FIRPTA and withholding obligations under Sections 1445 and 1446, including Forms 1042 and 1042-S ; from 2019, added Section 1446(f) withholding and reporting analysis to partnership transfer reviews. Since 2021, oversee Schedule K-3 reporting readiness, aligning international data collection and technical review with the requirements of fund and investor reporting . Assess investor consequences for US taxable, US tax-exempt and non-US investors, including ECI, UBTI and blocker structures, and advise on cross-border financing, debt and equity characterisation, shareholder loans, and interest limitations under Sections 163(j) and 267(a). Maintain senior client relationships and develop new engagements through market networking, proposals and pitches; coach tax professionals, support recruitment, share technical updates and improve internal processes while managing competing priorities. Research complex US federal income tax questions and present written and verbal conclusions to senior clients, combining technical analysis with practical commercial recommendations for fund decisions. Senior Tax Director, US Funds Kingswell Advisory Jun 2015 – Dec 2018 London, United Kingdom Led US tax workstreams for private equity and alternative investment fund clients undertaking cross-border acquisitions, disposals, fund restructurings and new fund launches, coordinating advice with transaction and international tax colleagues. Reviewed Form 1065 partnership returns, Schedules K-1 and international information returns, resolving complex classification and investor-allocation issues before delivery. Advised fund managers on CFC and PFIC exposure, QEF elections, check-the-box planning and the consequences of entity classification changes, grounding recommendations in researched US federal income tax analysis. Evaluated ECI, FIRPTA and withholding exposure under Sections 1445 and 1446, including the related Forms 1042 and 1042-S , and assessed the tax profile of US taxable, US tax -exempt and non-US investors. Analysed cross-border debt and equity arrangements, shareholder loans and interest deductibility under Sections 163(j) and 267(a); explained findings to client finance teams in clear, commercially practical terms. Managed senior client contacts and engagement delivery, developed proposals for follow-on work, and coached managers and junior colleagues through technical reviews and client presentations. Prepared and presented proposals for additional fund tax engagements, linking identified investor reporting and transaction needs to defined delivery plans and strengthening client discussions about follow-on services. Tax Director, Alternative Investments Northbank Tax Consulting Sep 2010 – May 2015 London, United Kingdom Managed US tax compliance and advisory assignments for private equity , real estate and asset management clients, balancing recurring fund reporting with transaction-driven advice. Directed fund formation and restructuring analysis, including partnership and corporate classification choices, check-the-box elections and the implications of changing an entity’s classification. Researched cross-border investment questions involving CFC, PFIC and QEF rules, then presented options and risks to fund principals and their legal advisers. Reviewed Forms 1065 and Schedules K-1, as well as Forms 5471, 8865, 8858 and 926, improving information gathering across layered fund and portfolio structures. Assessed ECI, FIRPTA and withholding responsibilities for fund and investor transactions, including Sections 1445 and 1446 and applicable Forms 1042 and 1042-S . Expanded client relationships through timely advice and proposal work, while overseeing team workloads, reviewing complex deliverables and developing colleagues’ technical capability. Coordinated tax, legal and transaction advisers across jurisdictions on fund restructurings, reconciling entity and investor data before filing deadlines to provide clients with consistent cross-border recommendations. Senior Manager, US International Tax Cedar Bridge Tax LLP Jul 2007 – Aug 2010 New York, United States Delivered US tax compliance and advisory work for international investment structures, reviewing partnership and corporate filings for completeness and consistency with underlying transactions. Prepared and reviewed Forms 1065, Schedules K-1 and international information returns, including Forms 5471, 8865, 8858 and 926, resolving reporting questions through documented research. Analysed CFC, PFIC and QEF considerations, entity classification elections and cross-border investment structures, explaining technical conclusions to fund and asset management clients. Assessed ECI, FIRPTA and US withholding issues under Sections 1445 and 1446, and supported reporting through Forms 1042 and 1042-S . Reviewed financing arrangements involving shareholder loans and debt or equity characterisation, including interest deductibility under Sections 163(j) and 267(a), and supervised associate work on concurrent engagements. Researched complex US federal income tax issues and documented practical conclusions for client reporting and transaction decisions, helping resolve technical questions consistently across concurrent engagements. Tax Associate, US Funds and International Tax Whitcomb Tax & Co. Sep 2003 – Jun 2007 Boston, United States Prepared partnership returns and investor schedules for private equity and real estate fund clients, developing a reliable grounding in Form 1065 and Schedule K-1 reporting. Compiled international tax information for Forms 5471, 8865, 8858 and 926, reconciling client records and escalating inconsistencies for senior review. Researched ECI, FIRPTA, investor withholding and entity classification questions, documenting findings for review by engagement managers. Supported fund formation and investment projects by tracking entity information, reviewing transaction documents and preparing clear workpapers for client deliverables. LEADERSHIP, AWARDS & RECOGNITION Recognised by Harbourstone Tax Partners for technical coaching and developing a practical review approach for complex fund reporting. Led recurring knowledge sharing sessions on US international fund tax developments for colleagues across tax and transaction advisory teams. Mentored managers and senior associates in client communication, technical research and progression to greater engagement responsibility. EDUCATION Bachelor of Science in Accounting Boston University 2002 Boston, United States CERTIFICATIONS Certified Public Accountant (CPA), Massachusetts 2005 US International Taxation Continuing Education Course 2022 TECHNICAL SKILLS Partnership Tax Forms: Form 1065, Schedule K-1, Schedule K-3 International Tax Forms: Form 5471, Form 8865, Form 8858 Investor Reporting Forms: Form 926, Form 1042, Form 1042-S US Tax Statutes: Section 1445, Section 1446, Section 1446(f) Interest Tax Provisions: Section 163(j), Section 267(a), Section 897 International Tax Regimes: CFC rules, PFIC rules, QEF elections Entity Tax Elections: Check-the-box elections, Form 8832, Form 8833 Withholding Tax Regimes: FIRPTA withholding, ECI withholding, Section 1446 withholding Fund Tax Concepts: UBTI, ECI, blocker corporations Fund Structures: Limited partnerships, corporations, disregarded entities SKILLS US funds tax Private equity Alternative funds Asset management Tax compliance Partnership reporting International tax Fund structuring Investor taxation Withholding tax Cross border finance Technical research Client relationships Business development Team coaching PROFESSIONAL AFFILIATIONS Member, American Institute of Certified Public Accountants, supporting continued engagement with accounting and tax practice. Member, Chartered Institute of Taxation, participating in a professional community focused on tax knowledge and practice. LANGUAGES English (Native) French (Intermediate)

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