Teams at GRF CPAs & Advisors

Lead strategy and execution for a portfolio of webinars, in-person programs, conferences, sponsorships, and exhibits. Manage end-to-end event planning, vendor and budget management, platform operations (webinars, LC Vista, SharePoint, CRM), metrics and post-event reporting, and stakeholder collaboration to drive business development, thought leadership, and attendee experience.

Lead and supervise tax engagement teams, review tax returns and working papers, plan and budget engagements, train staff, communicate with clients, ensure compliance with professional and firm standards, and prepare or review tax-related reports and schedules.

Lead and review complex individual and business tax returns, manage tax staff and workflows, handle tax research and governmental examinations, advise clients on tax planning (including international tax issues), and support staff development and firm marketing efforts. Ensure accuracy, timeliness, and compliance with tax laws and firm standards.