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Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, and wealth strategies; review tax returns; advise on estate, gift, and trust matters; mentor staff; manage budgets, billing, and client relationships to ensure timely, accurate filings and profitable engagements.

Lead and manage complex tax engagements for high-net-worth individuals, trusts, and closely held businesses. Provide tax planning, compliance, and consulting, review returns, mentor staff, maintain client relationships, monitor engagement profitability, and advise on estate, gift, trust, international, and stock option tax matters.

Lead and manage complex tax engagements for high-net-worth clients, overseeing planning, compliance, team reviews, and client relationships. Advise on estate, trust, gift, international, and transactional tax matters while ensuring timely filings, engagement profitability, and staff development.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Provide tax planning, compliance, review, and client advisory services; supervise and develop staff; manage budgets, deadlines, and client relationships while ensuring regulatory compliance and high-quality deliverables.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, and consulting; review returns; advise on estate, gift, trust, stock option, and international tax matters; build client relationships; supervise and develop staff; manage budgets, billing, and engagement profitability.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, and consulting services, review returns, mentor staff, manage budgets and client relationships, and provide advanced estate, gift, and trust tax advice including stock option and international tax planning.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Plan and review tax returns, develop tax and wealth strategies, advise on estate, gift, and trust matters, supervise staff, maintain client relationships, manage budgets and deadlines, and ensure compliance with federal, state, and local tax regulations.

Lead and review complex tax engagements for high net worth individuals, trusts, and closely held businesses. Advise on tax planning, estate, gift, and trust matters, manage teams, ensure compliance and timely filings, monitor engagement profitability, and support practice growth with client relationship development and technical guidance.

Manage complex tax engagements for high-net-worth individuals, closely held businesses, trusts, and families. Responsibilities include tax return review, planning, compliance, wealth preservation strategies, client relationship management, budgeting, regulatory deadline management, staff supervision, and business development. The role requires advanced knowledge of estate, gift, trust, federal, state, and local tax laws, including grantor trust rules, plus CPA licensure and public accounting experience.

Manage complex corporate tax engagements from planning through completion, including consolidated and multistate returns, tax planning, compliance, consulting, M&A support, and ASC 740 matters. Advise clients on tax issues and strategies, oversee deadlines and budgets, review team work, develop staff, and maintain strong client relationships while ensuring accurate regulatory filings.