Brent Wolfson
Chicago,IL
Overview
5
5
years of professional experience
Work History
Alternative Investment Fund Tax Associate II
Andersen
Chicago, Illinois
06.2024 - Current
- Provided tax compliance and advisory support for alternative investment funds across private equity, real estate, venture capital, private credit, and hedge strategies.
- Prepared and reviewed partnership tax returns and investor Schedule K-1s for complex alternative investment fund structures.
- Utilized tax software (e.g., GoSystem, CCH Axcess, ProSystem fx) and Excel to manage large datasets and complex calculations.
- Assisted with tax planning for fund restructurings, liquidations, mergers, and new fund launches.
Private Wealth Management Intern
The Mather Group
Chicago, IL
05.2023 - 08.2023
- Briefed 100s of potential new clients on the firm's structure and beliefs
- Actively participated in shadowing experiences with various team members, gaining first hand insights into operations
- Attended weekly informational sessions presented by upper-level executives on the firm's direction and strategy
- Delivered impactful presentations to company executives, showcasing market insights and recommendations
Banquet Server
Woodstock Inn & Resort
Woodstock, VT
05.2022 - 08.2022
- Managed 2-3 large weekly weddings with 150+ guests
- Catered corporate events with executives of large corporations around the U.S.
- Served weekly farm-to-table dinners with $150 per person meals
Server
Kissaki
Greenwich, CT
05.2021 - 08.2021
- Performed in a high-end restaurant, served dishes at base cost of $150
- Demonstrated knowledge of dishes in English and Japanese to drive sales and serve customers
- Thrived in fast-paced environment, utilized customer service skills
- Waited and bussed more than 14 tables a night occupying over 4 customers each
Education
Bachelor of Science - Finance
Indiana University, Kelley School of Business
Bloomington, IN05.2024
Skills
- Money Guide Pro
- GoSystem Tax RS
- CCH Axcess
Websites
Affiliations
IU Charles Schwab Wealth Management Workshop
Timeline
Alternative Investment Fund Tax Associate II
Andersen
06.2024 - Current
Private Wealth Management Intern
The Mather Group
05.2023 - 08.2023
Banquet Server
Woodstock Inn & Resort
05.2022 - 08.2022
Server
Kissaki
05.2021 - 08.2021
Bachelor of Science - Finance
Indiana University, Kelley School of Business