George Francis

George Francis, CPA, is a Senior Tax Associate specializing in Alternative Investments at Richey May since August 2020, where responsibilities include preparing K-1s and 1065 returns and running complex Excel macros for tax analysis. Prior roles include Graduate Research Assistant at the University of North Carolina at Charlotte, where data analysis supported academic research, and Internal Auditor at E4E Relief, creating an internal audit plan and conducting beneficiary sampling. George also served as a Compliance Analyst at Wells Fargo, focusing on regulatory compliance, and as an Assistant Tax Accountant at AE Long CPA LLC, handling client bookkeeping and tax return preparation. Educational qualifications include a Master of Accountancy and dual Bachelor of Science degrees in Accounting and Finance, all from the University of North Carolina at Charlotte.