Jeremy Bashan

Analytical and detail-oriented tax professional with a robust foundation in tax compliance and preparation for investment partnerships within Private Equity and Venture Capital fund structures. Advanced CCH Axcess expertise enables streamlined tax return preparation, with specialized focus on accurate maintenance and verification of capital account balances, special allocations, partner classifications, and K-1 distributions. Proficient in executing complex GP and LP reconciliations using detailed tie-outs.

Committed to leading process improvement initiatives that enhance efficiency, data consistency, and compliance across fund entities and client portfolios.

Credentialed Tax Expert Seasonal - INTUIT - Westerly, RI

(2026-03 - 2026-04)

• Provide expert tax explanations to clients.
• Final reviewer and signer of tax returns.

Private Equity / Venture Capital Team – Experienced Tax Associate - FRANK, RIMERMAN + CO. LLP - Westerly, RI

(2023-07 - 2025-07)

• Advanced CCH Axcess Tax software skills used for streamlined individual, partnership, corporate, and fiduciary tax preparation.
• Support complex fund structures by maintaining and verifying capital account balances, special allocations, and partner classifications.
• Execute complex reconciliation and review procedures across GP and LP transactions using tie outs.
• Record capital commitments, cash/property contributions, distributions, transfers, and balances.
• Review and prepare fund-level financial data to support tax compliance filings and investor reporting deliverables.
• Collaborated with Partners and Managers to plan, execute, and review engagements, ensuring timely completion of filings.
• Managed multiple client engagements reviewing deliverables for accuracy and completeness.
• Lead process improvement initiatives, enhancing data consistency across fund entities.
• Maintain secure financial records and sensitive tax documentation, ensuring full compliance with regulatory and audit standards.
• Support projects related to compliance, advisory, planning, research, and consulting.

Accounting & Operations Manager - EYE CARE GREENWICH - Greenwich, CT

(2019-05 - 2022-12)

• Managed full-cycle accounting functions, including general ledger maintenance, forecasting, and financial reporting.
• Oversaw budgeting, cost allocation, and expense control to ensure adherence to financial policies.
• Coordinated annual tax filings and quarterly estimated payments with external Public Accounting firm, ensuring regulatory compliance and timely submission.
• Implemented operational process improvements and internal controls that reduced reconciliation discrepancies and improved efficiency.
• Provided leadership and training to administrative staff on proper financial documentation and reporting practices.

B.S. - Business Administration - UNIVERSITY OF VERMONT