William Luna Email & Phone Number
Managing Director - Head of State and Local Taxation @ Jefferies
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William Luna Location
- New York, NY, US
William Luna Work
- 2010 -now Managing Director - Head of State and Local Taxation @
- 2005 -2010 Senior Tax Manager - SALT Financial Services Practice Leader @
- 2003 -2005 Managing Member @ CPA TAX SOLUTIONS LLC - FASALT CONSULTING
- 1994 -2003 Vice President - Taxation @
- 1998 -2003 Vice President - Taxation @ Fleet Securities
- 1990 -1994 Tax Manager @
- 1987 -1990 Tax Supervisor @ Oppenheim Appel & Dixon
- 1984 -1987 Group Chief @ NYC Department of Finance
William Luna Education
- Fordham University 1979-1983
- Fordham Prep 1975-1979
William Luna Skills
- Tax
- Securities
- State & Local Tax expertise within the Financial Services Industry
- Due Diligence
- CPA
- Capital Markets
- Financial Reporting
- Corporate Tax
- Tax Returns
- Financial Services
- Accounting
- Private Equity
- State Tax
- Hedge Funds
- Cash Management
- Mergers & Acquisitions
- Tax Audit Representation
- SEC filings
- Writing
- Financial Advisory
- Fiduciary
- New York City
- Consulting
- Market
- Sales
- Net
- Fiscal Policy
- Finance
- Oversight
- Executive Positions
- Business Administration
- Expert Witness
- Relentless
- Management
- Clerical
- Committees
- Agenda
- Lobbying
- Ultimate
- Education
- Sia
- Supervision
- Strategies
- Sophisticated
- Hearing
- Tax Issues
- Policy Issues
- Conferences
- American
- Research
- Task Force
- Partnerships
- Analysis
- State and Local Tax Expertise Within the Financial Services Industry
- Tax Policy
- Historic
- Income Tax
- Jersey
- Instrumental
- Implications
- Applications
- Legislative Relations
- Communication
- Patience
- Negotiation
- New Clients
- Project Bidding
- Fleet
- Social Influence
- Project Planning
- Tax Accounting
- Project
- Representation
- State Legislation
- Advocacy
- Covering
- Income
- E Commerce
- Regulations
- International
- SALT
- Code
- Nexus
- Tax Planning
- Branches
- New York
- Reviews
- Government
- Taxations
- Subsidiaries
- Tax Compliance
- Wall Street
- Rate
- Cash
- Internal Controls
- Disputes
- Congress
- Mergers and Acquisitions
- Legislation
- Apple
- Dealers
William Luna Summary
- William Luna, based in New York, NY, US, is currently a Managing Director - Head of State and Local Taxation at Jefferies LLC. William Luna brings experience from previous roles at Grant Thornton, CPA TAX SOLUTIONS LLC - FASALT CONSULTING, Quick & Reilly and Fleet Securities. William Luna holds a 1979 - 1983 Fordham University. With a robust skill set that includes Tax, Securities, State & Local Tax expertise within the Financial Services Industry, Due Diligence, CPA and more. William Luna has 4 emails and 1 mobile phone numbers on RocketReach.
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