Alex Mei

• Led U.S. tax compliance and reporting for private credit fund structures, overseeing external tax providers and ensuring timely federal, state, and international filings across complex multi-entity structures.
• Acted as primary tax advisor to fund finance, legal, and external advisors on formation and structuring of U.S. and offshore partnerships, blockers, and SPVs.
• Provided tax advisory on investor onboarding, withholding, and cross-border structuring to optimize after-tax investor outcomes.
• Oversaw investor tax reporting, including K-1 allocations, withholding analyses, tax estimates, and responses to complex investor inquiries regarding ECI exposure and reporting treatment.
• Reviewed PFIC reporting packages and coordinated Form 8621 compliance and disclosure for offshore feeder funds.
• Designed and maintained internal Effective Tax Rate (ETR) forecasting model to support financial reporting and strategic planning.
• Evaluated and implemented entity-level tax elections, including Sections 754 and 8832 classification elections, aligned with fund structuring objectives.
• Managed quarterly and annual withholding compliance, including Sections 1446 and 1441 reporting for foreign investors.
• Partnered with operations and finance to improve tax data integration and reporting workflows, enhancing efficiency and reducing review timelines.

• Managed preparation and review of 50+ partnership and 10+ corporate tax returns annually across private credit, hedge fund, and investment structures with multi-tiered ownership.
• Oversaw carried interest, waterfall allocation, and partner capital account reporting across complex fund structures.
• Reviewed book-to-tax adjustments, tax basis balance sheets, and partner capital rollforwards for accuracy and compliance.
• Led foreign reporting and withholding compliance including:

– 200+ Forms 8621
– 50+ Forms 5471
– 100+ Forms 8865
– Forms 1042, 1042-S, 8804, 8805

• Developed 15+ Alteryx automation workflows that reduced compliance preparation time by 40%.
• Implemented AI-enabled review tools to improve data validation accuracy and reporting efficiency.
• Coordinated directly with fund administrators, clients, and internal teams to ensure timely and accurate tax reporting.

• Led tax technology transformation initiatives for major asset management clients, eliminating 100+ hours annually through automation.
• Developed 10+ UiPath bots and 20+ Alteryx workflows to automate tax workpaper preparation and compliance processes.
• Improved tax data integration with Corptax and administrator systems to enhance reporting accuracy and efficiency.
• Delivered training and onboarding for automation tools across tax teams.

• Prepared and reviewed Schedule K-1 allocations for multi-tier partnership structures.
• Calculated carried interest allocations and waterfall distributions.
• Prepared book-to-tax adjustments and reconciled financial statements to taxable income.
• Supported foreign withholding reporting including Forms 1042, 1042-S, 8804, and 8805.
• Collaborated with fund accounting, operations, and tax teams to improve reporting workflows.