Greg Laubenheimer
Wappingers Falls,NY
Summary
Dynamic tax professional with extensive experience in public accounting and private industry, specializing in corporate and partnership taxation. Proven track record in generating significant tax savings and streamlining processes. Adept in tax reporting systems and project management, with strong leadership skills to mentor teams and drive compliance excellence.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Director of Tax
IvyRehab Network Inc.
White Plains, NY
11.2024 - Current
- Lead the tax compliance function for approximately 600 partnerships, corporations, SMLLCs, and consolidated entities.
- Manage the timely preparation, review, and filing of deliverables by third-party service providers.
- Review investors' quarterly tax distributions, K-1 estimates/actuals, and provide timely, tax technical responses to partner inquiries.
- Develop & implement improvements to streamline current tax processes. Evaluate external third-party tax service providers and design best-in-class processes.
- Reorganize the legal entity structure to minimize the tax compliance burden, and streamline operations.
- Review the legal entity structure and tax profile for scalability, risk, exposure, and tax savings.
- Timely response and coordination of federal and state tax notices.
Senior Tax Manager
777 Partners LLC
White Plains, NY
06.2023 - 11.2024
- Directed tax compliance for over 60 private equity portfolio companies, covering federal, state, and international reporting.
- Generated $1.2M in tax fee savings by transitioning to internal preparation of 200 returns.
- Developed comprehensive internal tax processes including annual tax calendar and standardized workpapers.
- Collaborated with CFO and leadership to formulate and execute tax strategies for portfolio transactions.
- Managed timely preparation and filing of deliverables from third-party service providers.
- Led audits and correspondence with federal and state tax authorities while addressing various tax issues.
- Reconciled partner capital accounts in compliance with Section 704b regulations.
- Monitored tax risks across firm operations, coordinating efforts with accounting, legal, and investment teams.
Tax Manager - Asset & Wealth Management
PricewaterhouseCoopers, LLP
NYC/Stamford, NY/CT
04.2017 - 05.2023
- Manage the preparation, review, and filing of workpapers, estimates, extensions, and federal/state tax returns for private equity, fund of funds, and venture capital structures across multiple client engagements.
- Provide a high-level review of federal and multi-state income tax returns for private equity and hedge fund structures, and their related income tax workpapers.
- Review of complex tax allocations and securities adjustments for hedge and private equity funds. Including, but not limited to, 704(c)(b) allocations, PE tax waterfalls, wash sales, constructive sales, qualified dividend analysis, 1233 adjustments, straddles, and flow-through K-1s.
- Maintain a tracker to lead the progression of timely deliverables with PWC staff and acceleration center resources through various stages of preparation and review for all clients.
- Mentor and coach staff, providing timely feedback and open communication to ensure an environment of trust, learning, and support.
Partnership Reporting & Technology Leader
PricewaterhouseCoopers, LLP
NYC/Stamford, NY/CT
04.2017 - 04.2023
- Lead S20M development & implementation of new proprietary partnership tax compliance software.
- Manage the preparation, review, and filing of federal and state partnership returns for all clients.
- Lead the development and functionality of the partnership tax compliance system resulting from the 2017 Tax Reform, the 2018-2022 form changes, and the new K-2/K-3 reporting and tax basis capital reporting requirements.
- Oversee the proprietary tax compliance system related to the voluminous externally prepared K-1 population, including capturing taxable income, foreign source reporting, tax credits, maintaining partner outside basis, and tracking post-return adjustments.
- Perform in-person and virtual training on multiple tax compliance systems for client professionals, PwC employees, and consultants.
- Develop and implement streamlining processes to automate partnership and corporate tax adjustments, and K-1 flow-through, using batch processing and OCR scanning technology.
- Participate in the professional development and mentoring of Associates and Senior Associates.
Tax Reporting & Accounting Manager
General Electric – GE Capital
Norwalk, CT
07.2007 - 04.2017
- Conduct a final review of 220 federal and state partnership tax returns prepared by third-party service providers.
- Lead tax reporting for approximately 1,200 externally prepared K-1s reported in GE’s consolidated tax return, as well as post-return adjustments.
- Develop and implement streamlining processes to automate partnership and corporate tax adjustments, and K-1 flow-through, using batch processing and OCR scanning technology.
- Manage the preparation, review, and filing of workpapers, estimates, extensions, and federal/state tax returns for C-corporations across multiple GE businesses.
- Review quarterly ASC 740 reconciliations for current/deferred tax accounts, and the annual Return to Accrual.
- Review the annual and quarterly corporate income tax provisions for multiple GE businesses.
- Maintain tax basis rollforward for partnership investments used in gain/loss calculations, and ASC 740 reconciliations.
Corporate Tax Manager – Thomson Financial, Inc.
Thomson Reuters
Stamford, CT
04.2002 - 07.2007
Education
BBA - Accounting
Pace University
Pleasantville, NYSkills
- Corporate and partnership taxation
- Private equity taxation
- Hedge fund taxation
- Tax reporting systems
- Tax technical training
- Tax accounting and ASC 740
- Project management
- Process development
Certification
IRS Enrolled Agent - 2018
Timeline
Director of Tax
IvyRehab Network Inc.
11.2024 - Current
Senior Tax Manager
777 Partners LLC
06.2023 - 11.2024
Tax Manager - Asset & Wealth Management
PricewaterhouseCoopers, LLP
04.2017 - 05.2023
Partnership Reporting & Technology Leader
PricewaterhouseCoopers, LLP
04.2017 - 04.2023
Tax Reporting & Accounting Manager
General Electric – GE Capital
07.2007 - 04.2017
Corporate Tax Manager – Thomson Financial, Inc.
Thomson Reuters
04.2002 - 07.2007
BBA - Accounting
Pace University
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