Paul Mark
Partner, Tax Partnership Tax Solutions
Grant Thornton Advisors LLC
Boston, Massachusetts
Executive summary
Paul has more than 20 years of tax experience including working with PwC, Deloitte, John Hancock Financial Services, and Investors Bank & Trust Company.
Prior to joining Grant Thornton, Paul founded and managed Fairview Fund Administration LLC where he was retained by mutual and hedge fund companies and their service providers to mitigated risks relative to taxation and served as the outsourced tax director for over 75 mutual funds, coordinating their tax matters across multiple service providers.
Paul is also an Adjunct Professor at Bentley University where he teaches Taxation of Regulated Investment Companies and their Shareholders.
He has authored white papers on issues related to mutual fund taxation, derivative securities and market regulation, leveraging his experience in the taxation of financial instrument, including futures, forwards, options, swaps, swaptions, caps, collars and floors and prepaid notes.
Professional qualifications and memberships
- Certified Public Accountant (CPA), Commonwealth of Massachusetts
- Mass Society of CPA’s Investment Companies Committee.
Education
- Masters in BA, Babson University Graduate School of Business
- Bachelors in Accounting and Psychology, University of Michigan
Services
- Tax Services
- Tax Services
Search for people at Grant Thornton
Enter a name and/or keywords such as service area, industry or location to get to know our business leaders — partner or managing director. We look forward to hearing from you.