Meet Anna Wong, CPA

Anna Wong is a Director – Tax. She is experienced in servicing the alternative investment and financial services industries. Anna specializes in the taxation of securities transactions and financial services companies, which include domestic and foreign securities, options, foreign currencies, swaps, futures and forward contracts. She provides tax compliance and tax planning services for a variety of investment company structures, including hedge funds, domestic and offshore funds, master-feeder structures, general partnerships and management companies.

In addition to client responsibilities, Anna plays a role in the recruiting, training and mentoring process. She is also an instructor for in-house professional development seminars and mentors staff within the firm to nurture their advancement and accelerate their professional growth.

Anna is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). She is licensed to practice public accounting in New York.