Tara Williams, CPA’s Email & Phone

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Tara Williams, CPA

Senior Fund Accountant @ LeverPoint Management, LLC

Tara Williams, CPA Contact Details

Albany, New York Area
Senior Fund Accountant @ LeverPoint Management, LLC
Experienced Assurance Associate @ PwC
Assurance Associate @ PwC
Bachelors, Accounting, 3.76 @ Siena College

Senior Fund Accountant @ •Daily review of client accounting records including journal entries related to investments, capital calls, distributions, expenses and accruals •Review of cash reporting •Review of payments via wire/check •Quarterly client report review, including review of bank account reconciliations •Tracking and reporting of capital calls and distributions. •Preparation of financial statements and related workpapers. •Preparation/maintenance 

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