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Lead day-to-day operations for Accounting and Tax Services, ensuring accurate, timely service delivery. Own capacity planning, staffing, KPIs, process scalability, cross-functional rollout, escalations, and team leadership to maintain quality through seasonal peaks.

Serve as senior tax leader for real estate clients: sign off on complex partnership returns, advise on entity structuring and foreign investor matters, manage client engagements, lead and develop onshore/offshore preparer teams, and help design and price tax services to scale the practice.

Maintain and improve infrastructure and CI/CD pipelines, ensure monitoring and security, manage AWS services (databases, Lambda, IAM, etc.), deploy Kubernetes workloads (EKS, Helm, ArgoCD), collaborate with engineering teams to enable fast, reliable releases and production operations.

Prepare federal and state partnership tax returns and supporting workpapers for real estate sponsors and funds under senior review. Use the firms tax software and AI co-pilots, gather and organize client data, respond to reviewer comments, flag unusual items, and contribute to process improvements.

Serve as senior reviewer and primary client contact for real estate partnership tax engagements: review federal and state partnership returns, manage client relationships, mentor junior preparers, oversee offshore teams, escalate complex issues to the CPA, and improve workpapers, checklists, and AI/automation workflows.

Perform outbound and inbound prospecting via phone, email, and LinkedIn to generate qualified leads, schedule meetings, support sales team calls, and use data-informed approaches. Maintain prospect lists, engage prospects, overcome objections, and participate in ongoing training to improve skills and drive pipeline growth.

Lead day-to-day service delivery for Accounting and Tax Services, managing staffing, capacity planning, operational processes, KPIs, cross-functional rollout of tools, and escalation/client experience while scaling teams.