Irene Z.

About Irene Z.

An accomplished finance and tax executive and trusted advisor to C-suite with over 20 years of experience in leading global tax function and strategies. Currently serving as the global head of tax of a prestigious publicly traded investment bank in NYC and Alternative Asset Manager ($8bln AUM). Strategic operating partner to various business functions in delivering commercial tax/financial solutions to all stakeholders.Tax expertise include: domestic and cross-border tax strategies, M&A, SEC reporting, executive compensation, tax structuring and reporting for publicly traded companies, asset management funds and GPs, closely-held businesses, high net-worth individuals and family office.

Experience

1. Managing Director, Global Head of Tax

   Moelis & Company

   Mar 2011 — Present · New York, NY, US

   Lead the global tax function and manage the global tax strategies for the publicly traded investment bank and and its privately held asset management affiliate ($8bln AUM). Established the firm’s tax function and developed a world class tax team that successfully executed the firm’s IPO and growth strategy. Technical responsibilities include tax structuring for business opportunities and expansions, domestic and cross-border tax plannings, human capital and executive compensation strategies, SEC financial reporting, tax controversy management, and product offerings in alternative assets including private equity, private credit, direct lending, structured credit, venture capital, and hedge fund and SPAC.

Education

• The Wharton School

  Master of Business Administration - MBA, Finance

• Zicklin School of Business

  Master's degree, Tax Law/Taxation