Julia Taylor, CPA

Tax Manager

Julia’s practice focuses on partnership and pass through taxation, primarily in the financial services and real estate industries. Julia provides tax compliance and consulting and assists clients with multi-tier partnership structures and allocations.

Julia is a member of the Financial Services and Real Estate and Construction Industry teams.

Investment Fund and Partnership Tax Experience

Prior to joining Keiter, Julia was a member of the hedge fund group with Deloitte Tax LLP in New York where her practice area focused on managing engagements for investment partnerships, hedge funds, funds of funds for domestic and international companies. Her services included analyzing tax consequences on fund structures, reviewing tax allocations and tax returns and reviewed new funds’ partnership documentation including Partnership agreements and Private Placement Memorandums She also evaluated the structure of foreign and domestic funds.

Before Deloitte, Julia was with the PWC financial services group in New York, providing tax services and insights to clients in the financial services industry.

Professional Activities

Julia is a member of the following professional organizations:

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants

Education and Credentials

  • University of Connecticut
    Bachelor of Arts, English & Sociology
  • San Francisco State University, San Francisco, California
    Master of Science in Business Administration, Accounting (ABT)
  • Certified Public Accountant

Publications and Thoughts Leadership

Julia shares her tax insights on Keiter’s blog and e-newsletter. Access her articles.

Contact

How Can We Help You and Your Business?

Innsbrook Corporate Center
4401 Dominion Boulevard
Glen Allen, Virginia 23060

804.747.0000 or 804.273.6200

Directions