William Luna Iii
About William Luna Iii
William Luna III is the Managing Director and Head of State & Local Taxation at Jefferies LLC, with extensive experience in tax management and compliance.
Current Role at Jefferies LLC
William Luna III currently serves as the Managing Director and Head of State & Local Taxation at Jefferies LLC. In this role, he is responsible for overseeing all state and local tax compliance, planning, and advocacy for the company. He evaluates companies' facts and circumstances in relation to state and local tax laws, regulations, cases, and rulings. He has been with Jefferies LLC since 2010, based in New York, New York.
Previous Experience at Grant Thornton
Prior to his current role, William Luna III worked at Grant Thornton as the Senior Tax Manager and SALT Financial Services Practice Leader. He held this position from 2005 to 2010, handling state and local tax matters for the firm. He also worked at Grant Thornton earlier in his career as a Tax Manager from 1990 to 1994.
Career at CPA TAX SOLUTIONS LLC and Fleet Securities
William Luna III was the Managing Member at CPA TAX SOLUTIONS LLC - FASALT CONSULTING in Eastchester, New York from 2003 to 2005. Before that, he served as Vice President of Taxation at Fleet Securities from 1998 to 2003 and at Quick & Reilly from 1994 to 2003.
Early Career and Educational Background
William Luna III began his career as a Tax Supervisor at Oppenheim Appel & Dixon from 1987 to 1990, and as Group Chief at the NYC Department of Finance from 1984 to 1987. He holds a Bachelor of Science in Public Accounting from Fordham University, where he studied from 1979 to 1983. He also attended Fordham Prep from 1975 to 1979.