Raymond Mizrahi
About Raymond Mizrahi
Raymond Mizrahi serves as the Director and Head of Tax at Waterfall Asset Management LLC, where he has worked since 2015. He is a licensed CPA in New York State with over 10 years of experience in asset management tax practice, previously holding the position of Tax Director at PwC for 11 years.
Work at Waterfall Asset Management
Raymond Mizrahi has served as the Director and Head of Tax at Waterfall Asset Management LLC since 2015. In this role, he is responsible for overseeing tax-related matters within the organization. His expertise in asset management tax practice allows him to provide specialized tax consulting and compliance services to sponsors of domestic investment partnerships and offshore investment companies. His position is based in the Greater New York City Area, where he has contributed to the firm's tax strategy and operations for over nine years.
Previous Experience at PwC
Prior to joining Waterfall Asset Management, Raymond Mizrahi worked at PwC as a Tax Director from 2004 to 2015. During his eleven years at PwC, he was involved in various initiatives, including Learning & Development and the Professional Development Program for the Investment Management practice. His experience at PwC equipped him with extensive knowledge in tax consulting and compliance, particularly within the asset management sector.
Education and Expertise
Raymond Mizrahi studied at Yeshiva University and Flatbush, where he gained foundational knowledge in accounting and finance. He is a licensed CPA in New York State and is an active member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs. His educational background and professional memberships reflect his commitment to maintaining high standards in the field of tax consulting.
Tax Consulting and Compliance Services
In his professional capacity, Raymond Mizrahi provides specialized tax consulting and compliance services. He advises clients on the tax implications of initial fund structuring and various types of securities transactions. His over ten years of experience in asset management tax practice enables him to navigate complex tax issues and offer strategic guidance to investment firms.