Joelle Celestin, CPA

New York Office

Joelle's Tax Experience

Snapshot and Years of Experience

Joelle Celestin has over 7 years of experience as a tax professional.  Joelle’s background includes a strong focus on domestic, international, and state tax compliance.  She has worked specifically with financial service clients while practicing at a BIG 4 public accounting firm.  Joelle is also proficient in French.

Domestic, International, & State Tax Compliance

  • Management of the full compliance process related to federal and state tax returns.
  • Preparation and review of Forms 1120, 1120-RIC, 1065, and other related
  • Determine proper disclosures and filings related to Sale of a Partnership Interest, Form 926, Form 8621, Forms 5471, 8858 and 8865, Section 163j, Section 199A, UBTI, ECI and Passive Income.
  • Calculation of foreign withholding requirements and preparation of related forms (i.e. Forms 1042 & 8804)
  • Allocation of income per LPA for various fund structures.
  • Perform required testing on financial products including wash sales, REITs, PFICs and foreign currency contracts.

Tax Accounting

  • Preparation and review of annual income tax provision for Regulated Investment Companies.
  • Assistance with financial statement footnotes and tax disclosures.
  • Preparation of quarterly federal estimated income tax payments and extension payments
  • Review of ASC 740 memos and documents to maintain tax positions.

Tax Planning, Leadership, and Project Management

  • Tax department personnel management and training.
  • Research tax technical issues related to emerging tax laws to advise and plan for the implications on U.S. transactions
  • Coordination and collaboration with other functions within firms to leverage experience to best plan and complete tax workpapers.

Tax Technology Experience

  • GoSystem Tax RS
  • RIA Checkpoint
  • CCH IntelliConnect

Previous Work Experience

  • KPMG LLP

Degrees

  • University of Georgia –
    Master of Accountancy
  • University of Georgia –
    BBA in Accounting
    BBA in International Business
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