Amy Xie
- Senior Manager, Eisner Advisory Group LLC
Contact
Amy Xie is a Tax Senior Manager in the firm's Financial Services Group. With nearly 10 years of experience, Amy specializes in tax services and primarily focuses on clients in the financial services industry.
Amy plays a crucial role in managing engagements for hedge funds, private equity funds, and funds of funds clients. Amy's responsibilities include planning, strategic consulting, budgeting, and staffing. She reviews reports that include wash sales, constructive sales, swaps, market discounts, and original issue discounts. Amy is also skilled in scrutinizing complex partnership federal and multi-state tax returns, PFIC statements, and Forms 8621, 8886, 8865, and 1042.
Additionally, Amy actively collaborates with international and SALT teams, contributing valuable insights to address time-sensitive client inquiries. Furthermore, she contributes to the firm's activities by conducting HF training, providing mentorship, participating in recruitment efforts, testing software, and planning firm-wide events.
Specialties
- Tax
- Hedge Fund
- Private Equity Fund
- Fund of Fund
Credentials & Education
- Certified Public Accountant (CPA)
- University of Maryland, College Park: BS, Accounting & Finance (Double Major)
- University of Miami: MS, Accounting
Affiliations
- American Institute of Certified Public Accountants