Teams at IQ-EQ

Leads client relationships and teams delivering accounting, financial reporting, advisory, and fund administration services for private equity and hedge fund clients. Oversees audits, tax filings, NAV reporting, fee calculations, onboarding, cash management, budgeting, and process improvements. Supervises staff, ensures accurate and timely deliverables, supports departmental leadership, and contributes to client and business growth.

Prepare federal, state, local, and foreign tax filings for alternative asset clients. Manage partnership tax compliance, information reporting, FATCA, FBAR, tax certifications, entity elections, tax basis calculations, REIT testing, tax research, multi-state planning, and resolution of tax notices while maintaining strong client relationships.

Supports fund administration for private equity and hedge fund clients. Responsibilities include financial reporting, allocations, compliance, journal entries, fee and interest calculations, investor notices, waterfall models, audits, year-end processes, onboarding, and operational improvements. The role requires collaboration with client leads and internal teams while managing deadlines and delivering accurate, high-quality work.