Kevin S.
Senior Tax Manager @Bridgewater Advisors Inc
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WORK HISTORY
Senior Tax Manager @Bridgewater Advisors Inc
New York, NY, US
Lead the end-to-end tax preparation and review process for high-net-worth individuals, trusts, and closely held businesses, ensuring accuracy, compliance, and timely delivery• Serve as a primary tax advisor to clients, translating complex tax matters into clear, actionable guidance and proactive planning recommendations• Drive tax season execution by managing preparer assignments, reviewing complex returns, and resolving bottlenecks and quality issues• Prepare and review federal and multi-state returns, and quarterly tax projections to support cash flow planning and estimated tax compliance• Identify and implement tax planning opportunities, including capital gains planning, withholding optimization, retirement strategies, and entity-level tax considerations• Identify tax planning opportunities during tax return reviews and ensure strategies are accurately reflected in filed returns • Partner with firm leadership to analyze tax season metrics, revenue growth, staffing efficiency, and risk indicators to support strategic decision-making• Lead tax training and mentoring initiatives for junior staff and interns, with a focus on technical accuracy, professional judgment, and client communication• Represent clients in communications with the Internal Revenue Service and state taxing authorities, including notices and audit-related correspondence
EDUCATION
State University of New York at Old Westbury
Master’s Degree, Taxation
University at Buffalo
Accounting
State University of New York at Old Westbury
Bachelor’s Degree, Accounting
ABOUT KEVIN S.
As a Senior Tax Manager with over two years at Bridgewater Advisors Inc, my focus lies in delivering comprehensive tax solutions for high-net-worth individuals, trusts, and closely held businesses. With an Enrolled Agent (EA) certification, I specialize in tax planning, compliance, and preparation, ensuring accuracy and adherence to complex regulations. My mission is to simplify intricate tax matters into actionable insights, empowering clients with tailored strategies for financial success. Proficient in hedge funds, tax planning, and compliance, I drive operational excellence while fostering collaboration across teams to achieve client-centric results.
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