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Stephen Umschweif Location
New York, NY, US
Stephen Umschweif Work
2025 -now Principal, Tax Director @
2021 -2024 Tax Director @
2019 -2020 Tax Manager @
2017 -2019 Senior Tax Manager @
2013 -2016 Tax Manager @
2011 -2013 Senior Tax Associate @
2009 -2011 Tax Associate @
2009 -2009 Tax Intern @
2008 -2009 Tax Intern @
2008 -2008 Tax Intern @
Stephen Umschweif Education
Pace University - Lubin School of Business
Master's Degree (Tax Law/Taxation)
2014-2016
Pace University - Lubin School of Business
BBA/MBA (Accounting)
2004-2009
Xavier High School 2000-2004
Stephen Umschweif Skills
Tax
Corporate Tax
Tax Accounting
Tax Research
Due Diligence
US GAAP
Banking
Capital Markets
CPA
Accounting
Internal Controls
GAAP
SEC filings
Sarbanes-Oxley Act
Financial Services
Financial Reporting
Financial Analysis
Stephen Umschweif Summary
Stephen Umschweif, based in New York, NY, US, is currently a Principal, Tax Director at Pzena Investment Management. Stephen Umschweif brings experience from previous roles at Pzena Investment Management and Morgan Stanley. Stephen Umschweif holds a 2014 - 2016 Master's Degree in Tax Law/Taxation @ Pace University - Lubin School of Business. With a robust skill set that includes Tax, Corporate Tax, Tax Accounting, Tax Research, Due Diligence and more. Stephen Umschweif has 3 emails and 1 mobile phone numbers on RocketReach.
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