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The Advisory Senior Associate leads SOC examinations, IT audits, risk assessments, prepares deliverables, mentors staff, and manages multiple advisory projects.

Lead and review complex tax engagements for high net worth individuals, trusts, and closely held businesses. Provide proactive tax planning, estate/gift/trust guidance, manage client relationships, supervise staff, ensure compliance and timely filings, and support business development.

Lead and manage high-net-worth tax engagements, providing proactive tax planning, wealth preservation, and multi-jurisdictional advice. Oversee preparation and review of complex returns, supervise staff, ensure regulatory compliance, and support business development and client relationship management.

Manage and review complex federal, state, and international tax engagements for individuals, corporations, and partnerships. Lead engagements end-to-end, provide tax planning strategies, ensure compliance and timely filings, mentor and review staff, and develop strong client relationships while identifying tax savings opportunities.

Lead and manage corporate tax engagements from planning through delivery, review complex individual, business, and trust returns, advise clients on tax law changes and planning opportunities, oversee engagement profitability and budgets, build client relationships, lead business development and presentations, and supervise and mentor staff while ensuring compliance with federal, state, and local tax regulations.

Lead and manage complex corporate tax engagements including planning, compliance, review, and client advisory. Supervise staff, ensure engagement profitability, stay current on tax law, and drive business development and client relationships.

Lead and review complex corporate, individual, and trust tax engagements; develop tax planning strategies; advise clients on regulatory changes; manage engagement budgets, billing, and profitability; supervise and mentor staff; and support business development and client relationship growth.

Manage and review complex corporate tax engagements for foreign inbound and middle-market clients. Provide U.S. tax compliance, planning, entity structuring, equity compensation guidance, and M&A support. Lead engagements, mentor staff, coordinate with specialty teams, ensure timely filings, and deliver proactive tax strategies for growth-stage and cross-border businesses.

Lead and manage complex corporate tax engagements, advise clients on tax law changes and planning, oversee engagement teams, ensure profitability, and drive business development for the Corporate Tax practice.

Lead and manage complex corporate tax engagements for privately held and middle-market clients, overseeing planning, compliance, multi-state and consolidated filings, M&A and ASC 740 advisory, supervising staff, ensuring timely filings, and delivering high-quality tax strategies and client service.