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Provide remote helpdesk and desktop support, administer Microsoft 365 and Azure, manage identities, troubleshoot networks and servers, apply updates, support technology deployments, document systems, monitor client environments, and communicate effectively with clients.

Oversee tax planning, compliance, and complex return reviews for ultra-high-net-worth individuals and families. Lead teams, maintain client relationships, provide tax consulting, supervise and develop staff, support business development and recruitment, and stay current on tax laws and accounting standards. Expertise in hedge fund K-1 treatment, trusts, estates, gifts, and charitable entities is required. Occasional local travel to client locations may be needed.

Manage IRS examinations, appeals, collection matters, and penalty/relief requests; perform federal tax research and memos; correspond with IRS, mentor staff, and contribute to training and thought leadership.

Provide telecom tax and regulatory surcharge compliance services: prepare and review FCC Forms 499-A/499-Q, state and local telecom tax returns, E911/TRS/gross receipts/utility commission reports, and annual/quarterly PUC/FCC filings. Manage client portfolios and deadlines across multiple jurisdictions and coordinate regulatory reporting.

Designs, develops, tests, and integrates secure web applications, microservices, APIs, relational databases, data warehouses, ETL processes, and analytics solutions. Builds Power BI dashboards and SSRS reports, processes large datasets with Python, and writes complex SQL queries. Manages work across multiple Scrum/Agile projects using JIRA while delivering scalable enterprise solutions with minimal code repetition.

Lead and supervise tax planning and compliance for ultra-high net worth individuals and families. Oversee complex returns, hedge fund K-1 treatment, trusts, estates, and charitable entities. Manage client relationships, business development, staff training, and collaboration with firm tax professionals. Participate in seminars and occasional local client travel.

Manage and coordinate tax compliance and advisory for financial services clients, review federal/multi-national/multi-state partnership tax returns, lead client relationships, research technical issues, support business development, and manage/train staff.

Lead enterprise data and analytics strategy across the firm: define multi-year vision, modernize analytics onto Microsoft Fabric Lakehouse, set governance and KPIs, consolidate data, influence C-suite, and build a high-performing data organization accountable for business outcomes.

Manage and review complex individual and entity tax returns, supervise and develop staff, ensure compliance, maintain client relationships, participate in business development, and stay current on tax law. Oversee time/billing and collaborate with firm tax professionals to deliver timely private client tax services.

Manage and coordinate tax compliance and advisory for financial services clients; review federal, multi-national, and multi-state partnership tax returns; research technical issues and special projects; support business development; and manage, train, and develop staff.