Disha H.
Tax | Investment Management | Private Equity | Hedge Funds | Private Wealth | Mutual Funds
- Role
- Tax Consultant at Deloitte
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Disha H.
I’m Disha — a U.S. tax professional specializing in Investment Management (IM) tax within…
Experience
Tax Consultant
Jun 2023 — Present · Cleveland, OH, US
Built and reconciled Excel-based capital account and allocation waterfall models to evaluate distributive shares, maintain investor reporting accuracy, and support fund controllers.• Analysed partnership agreements and fund structures (blocker, feeder, master funds) to ensure compliance with IRC §704(b)/(c) and quantify tax impacts on distributions and carried interest.• performed PFIC diagnostics on investments, modeling QEF/MTM election outcomes to remediate cost basis errors and reduce future income leakage across multi-billion-dollar AUM portfolios.• Collaborated with cross-border PE, hedge, and real estate fund clients on compliance reviews (Forms 1065, 8865, 926, PFIC disclosures), providing insights into structural improvements and investor-level compliance
Education
J.S.S COLLEGE FOR WOMEN
Bachelor of Commerce (B.Com.)
Weatherhead School of Management at Case Western Reserve University
Graduate
The Institute of Company Secretaries of India
CS PROFESSIONAL
The Institute of Chartered Accountants of India
CA FINAL
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