Teams at Elliott Davis

Lead and oversee regulatory compliance, BSA/AML, and fair lending audit engagements for financial institution clients. Manage risk assessments, testing, documentation, and high-level review of deliverables. Serve as primary client contact, coach and lead engagement teams, support staffing and resource planning, drive process improvements, and contribute to business development and integrated client solutions.

Senior, client-facing technical leader who designs and delivers end-to-end AI solutions and agentic workflows. Leads discovery, architects RAG/agent patterns, builds production-grade prototypes, sets standards and reusable assets, integrates with enterprise systems, embeds responsible AI controls, mentors technical teams, and supports business development and practice growth.

Lead state and local income/franchise tax advisory work with emphasis on pass-through entities and M&A. Research and resolve complex SALT issues, prepare technical memoranda and alerts, manage audits, apportionment and nexus studies, review filings and provisions, and support business development and client service.