Teams at Sierra Forensic Group (SFG)

Manages tax practice delivery, including preparing and reviewing complex individual, business, fiduciary, federal, state, and local tax returns. Oversees tax engagements, technical research, quality control, workflow allocation, client communication, staff supervision, training, and practice procedures. Identifies tax issues and planning opportunities, monitors tax law changes, supports recruiting, and ensures accurate, timely, well-documented filings.

Supports forensic accounting and investigations engagements involving fraud, financial misconduct, regulatory inquiries, compliance issues, and disputes. Responsibilities include analyzing financial records and statements, reconstructing transactions, data mining, electronic evidence review, discovery support, interview preparation, report and affidavit preparation, working papers, and client deliverables. The Associate also supports proposals and business development while maintaining professional client relationships.

Manage accounting and tax operations for multiple clients, including financial statement preparation, close processes, reconciliations, tax filings, and accounting research. Support advisory, compliance, forensic, and litigation-related engagements through financial analysis and reporting. Serve as a client contact, review junior staff work, provide mentorship, coordinate workflows, and contribute to process improvements and best practices.