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Joseph Son - Managing Director, New York

 

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Joseph Son is a member of the New York office, where he serves as a Managing Director in the Private Client Service Group & Alternative Fund Services. Joseph brings over 20 years of experience servicing family offices, and management companies. His primary practice areas are federal and state tax consulting and compliance for high net worth individuals, fiduciaries, and real estate partnerships. In addition, Joseph focuses on management companies, and investment partnerships with structure planning and federal and state tax compliance.

Prior to joining FTS, Joseph worked at a privately owned investment firm, and family office overseeing the tax reporting of over 150 entities. He also worked for Goldman Sachs fund administration services to automate the book to tax reporting. At Andersen Tax, Joseph was the tax director in charge of a large trust engagement overseeing the tax reporting of over 10,000 tax returns. At PwC, Joseph worked for the trust outsourcing group servicing major private banks.

Joseph Son graduated from Baruch College in 1996 with a Bachelor of Business Administration in Accounting. He is an Enrolled Agent authorized to practice before the Internal Revenue Service.