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Lead and review complex individual and business tax engagements, perform tax planning and research, mentor staff, manage client relationships, ensure compliance and timely filing, respond to tax notices and participate in audits, and oversee workloads and quality for compliance and consulting projects.

Lead and build a Transaction Advisory team supporting M&A transactions and financial due diligence. Perform quality-of-earnings, working capital, net debt, and technical accounting analyses; prepare diligence reports; manage data room activities; advise on purchase accounting and post-close integration; collaborate with Audit, Tax, and Advisory teams; and maintain client relationships throughout the deal lifecycle.

Lead and review complex individual and business tax returns, provide tax planning and research, manage deadlines, mentor staff, serve as client technical liaison, and support IRS/state notices and audits. Manage workloads, delegate to staff, and contribute to client service and business development.