Teams at Plante Moran

Lead and supervise a centralized billing team to ensure timely, accurate invoice creation and review. Manage WIP, resolve billing issues, reconcile accounts, train staff, collaborate with partners and internal teams, and support practice management data clean-up to maximize revenue realization.

Provide US tax due diligence and M&A-focused tax advisory: review federal/state and non-income tax compliance, identify exposures, evaluate acquisition structures, lead due diligence calls, draft tax alerts, build client relationships, and support staff development.

Supervise tax compliance engagements, prepare and review tax returns for various business entities, mentor staff, and analyze strategies for tax savings.