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Prepares and reviews federal and state tax returns, extensions, and quarterly projections for corporate, partnership, trust, and individual clients. Conducts tax research, resolves tax issues, coordinates client deliverables, and communicates tax matters to managers and partners. Provides feedback, training, and mentoring to staff and interns while supporting tax planning and maintaining strong client relationships.

Supervises commercial tax engagements by preparing and reviewing corporate, partnership, individual, and other tax returns, extensions, and projections. Researches federal and state tax issues, manages daily client relationships, communicates engagement needs, and escalates issues to leadership. Trains and mentors junior staff while supporting internal and external business development and maintaining strong client service.

Directs commercial tax services by reviewing tax returns, workpapers, and projections; advising clients on tax planning, compliance, and technical issues; managing client engagements and tax processes; supporting business development; maintaining client relationships; coordinating projects; and coaching tax staff. The role requires expertise in partnership, C-corporation, and S-corporation taxation, tax research, client service, and public accounting.

Lead and supervise complex estate and high-net-worth trust tax engagements, analyze tax and practical implications of estate plans, oversee trust and estate administration, QC gift and estate tax returns, perform tax research, provide planning and consulting, develop practice procedures and thought leadership, and mentor/train junior staff.

Lead and supervise complex estate and trust tax engagements for high-net-worth clients. Provide tax research, review and QC of gift and estate tax returns, advise on estate plans and trust administration, develop practice procedures, create thought leadership, and mentor/train junior staff.

Lead commercial tax engagements by reviewing returns, projections, and workpapers; provide planning, compliance, and research; manage client relationships and tax processes; coordinate with partners; and coach and train staff while staying current on tax issues and business trends.

Lead Commercial Tax Services engagements including review of tax returns, research, planning, compliance, client management, business development, staff coaching, and staying current on tax and business trends.

Leads audit, review, and compilation engagements, including risk assessment, fieldwork, testing, documentation, budgeting, and partner communication. Manages, trains, and evaluates engagement teams while maintaining strong client relationships. Supports business development through proposals and networking, stays current on auditing regulations and industry trends, and contributes to professional development and process improvement.

Manage commercial tax engagements including review of returns, projections, workpapers, tax research, client consulting and planning, issue resolution, and staff coaching/mentoring. Maintain client relationships and coordinate with partners for timely project delivery.

Lead commercial tax engagements including review of returns, tax projections, research, planning, and client advisory. Manage client relationships, oversee tax processes, develop new business, and coach staff while maintaining technical tax knowledge and using firm tax software.