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Leads complex federal, state, local, and international tax engagements for individuals, corporations, and partnerships. Responsibilities include tax planning, return review, compliance management, budgeting, client relationship development, issue analysis, regulatory deadline management, and supervising, training, and reviewing staff. Provides tax-saving strategies and advice related to investments, mergers and acquisitions, reorganizations, liquidations, stock options, and international tax matters.

Manage complex corporate tax engagements from planning through completion, including consolidated and multistate returns, compliance, tax planning, and consulting. Advise privately held and middle-market clients on tax issues, M&A, reorganizations, investments, and liquidations. Review team work, oversee deadlines and budgets, maintain client relationships, interpret tax regulations, and supervise, train, and develop staff.

Manage complex federal, state, local, and international tax engagements for individuals, corporations, and partnerships. Lead engagement planning, budgeting, execution, review, and delivery while ensuring regulatory compliance and timely filings. Develop tax-saving strategies, advise clients on tax implications, maintain client relationships, and supervise, train, and review staff. Analyze complex tax laws, provide recommendations, and support business development.

Leads complex partnership and passthrough tax engagements, including Form 1065 and K-1 reviews, federal and multistate compliance, tax planning, transaction advisory, and Subchapter K matters. Advises clients on formations, allocations, basis, restructurings, acquisitions, and partnership transactions. Oversees engagement budgets, staffing, deadlines, billing, and delivery while mentoring tax professionals, managing client relationships, supporting business development, and expanding the firm's partnership tax practice.

Manage complex corporate tax engagements for privately held and middle-market clients, including consolidated and multistate filings, tax planning, compliance, consulting, budgeting, and delivery. Review team work, interpret federal and state tax regulations, ensure timely filings, advise on tax issues and transactions, and build strong client relationships. Supervise, train, and develop staff while managing multiple deadlines and maintaining high-quality client service.

Manage complex tax planning, compliance, and consulting engagements for high-net-worth individuals, closely held businesses, trusts, and estates. Lead client relationships, tax return review, engagement budgeting, regulatory compliance, team supervision, staff development, and business development. Provide sophisticated advice on estate, gift, trust, investment, international, merger, acquisition, reorganization, and liquidation tax matters.

Leads complex corporate tax engagements, reviews tax returns, advises clients on tax laws and planning strategies, manages budgets and profitability, supervises teams, builds client relationships, and supports business development. The role requires CPA licensure, extensive public accounting experience, knowledge of ASC 740 and FAS 109, proficiency with tax software, and expertise in federal, state, and local tax regulations.

Drives business growth in the Greater Boston and New England markets by selling professional services, identifying opportunities, prospecting, developing C-suite relationships, and managing the full sales cycle. Collaborates with firm partners on complex deals, coordinates client transitions, supports marketing and referral activities, and builds relationships with enterprise prospects. The role requires quota attainment, strong executive presence, discretion, relationship management, and travel to conferences and firm activities.

Manage complex tax engagements for high-net-worth individuals, trusts, and closely held businesses. Responsibilities include tax return review, planning, compliance, estate and gift tax analysis, client relationship management, engagement budgeting, regulatory deadline management, staff supervision, and business development. The role requires expertise in grantor trust rules, estate tax principles, family office services, and private foundations, along with an active CPA license and public accounting experience.

Drive growth in the Huntsville and North Alabama markets by identifying prospects, developing C-suite relationships, selling professional services, managing the full sales cycle, coordinating with firm partners, and closing complex opportunities. The role uses prospecting, referrals, conferences, marketing events, and direct outreach to expand the firm’s accounting, tax, advisory, and consulting client base.