Jeff Chai
FSO Tax Partner at EY
- Role
- Financial Services Tax Partner at EY
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Jeff Chai
Experienced in tax advisory and compliance services to fund of funds, private equity and hedge funds. Specializes in the tax analysis of securities trading and partnership allocations specific to the financial services industry and has extensive experience in providing high volume Form 1042-S tax compliance services. Highly experienced in the development, support and implementation of financial services tax technology with a specific focus on technology on book to tax adjustments related to securities trading.
Experience
Financial Services Tax Partner
Jul 2023 — Present · Providence, RI, US
Education
USC Marshall School of Business
Masters, Business Taxation
2011 — 2012
UCLA Extension
Certificate, Accounting
2004 — 2006
Washington University in St. Louis
B.A., Philosophy & Classics Double Major
2000 — 2004
Skills
- General Ledger
- Corporate Tax
- Prosystem Fx Engagement
- Microsoft Word
- Analysis
- Asset Management
- Access
- Private Equity
- Quickbooks
- Financial Reporting
- Gosystem Fasttax
- Microsoft Excel
- Powerpoint
- Auditing
- Financial Accounting
- Microsoft Office
- Accounting
- Financial Analysis
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