Najee Ashby
New York,NY
Summary
CPA License Pending | Partnership & Investment Accounting | Tax Compliance & Reporting
Overview
12
12
years of professional experience
Work History
Senior Accounting Associate
Trove FS, LLC
New York, USA
07.2024 - Current
- Prepare tax-ready accounting and reporting for over 150 private equity and investment partnership entities, supporting year-end tax compliance and K-1 reporting.
- Analyze and review general ledger activity, performing detailed GL reviews to ensure completeness, accurate classification, and consistency for tax reporting.
- Support tax planning and estimated tax processes through financial data analysis, identification of significant transactions and events, and participation in planning discussions alongside external tax preparers.
- Perform preliminary reviews of individual income tax returns (Form 1040) to ensure alignment with investment activity, income recognition, and financial records.
Accounting Associate
Geller Advisors LLC
New York, USA
03.2023 - 07.2024
- Support accounting and financial reporting for family office clients, including trusts and partnership entities with complex, multi-entity structures.
- Prepare tax support schedules (realized and unrealized gains/losses, interest and dividend summaries, expense categorization, and entity-level reporting) to facilitate year-end tax compliance.
- Perform reconciliations, investment activity tie-outs, and classification reviews to ensure financial data is tax-ready and consistent with reporting requirements for external tax advisors.
Private Equity Fund Accountant
GEN II Fund Services
New York, USA
02.2022 - 03.2023
- Prepared partnership allocation schedules related to capital calls, distributions, and investor reporting in accordance with partnership agreements and tax reporting workpapers.
- Supported tax compliance for private equity, REIT, and infrastructure fund structures by preparing underlying financial schedules and reconciliation support.
- Assisted with consolidation worksheets by validating entity-level inputs and reviewing roll-forward accuracy
Sergeant / Human Intelligence Team Leader
United States Army
Fort Riley, USA
10.2013 - 06.2018
- Led analytical work and prepared concise written briefings for senior leadership, emphasizing accuracy, judgment, and time-sensitive decision-making.
- Developed leadership, discipline, and accountability in high-pressure environments, directly transferable to client service, and deadline-driven professional work.
Skills
- Individual income tax preparation
- Partnership accounting
- Tax compliance and planning
- GAAP accounting and ledger review
- QuickBooks,Sage Intacct,SurePrep
- Advanced Excel skills
Certification And Education
- CPA License Pending - Expected January 2026
- Baruch College, Zicklin School of Business, BBA Accounting, Dean’s List
Timeline
Senior Accounting Associate
Trove FS, LLC
07.2024 - Current
Accounting Associate
Geller Advisors LLC
03.2023 - 07.2024
Private Equity Fund Accountant
GEN II Fund Services
02.2022 - 03.2023
Sergeant / Human Intelligence Team Leader
United States Army
10.2013 - 06.2018