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Lead complex corporate tax engagements from planning through completion for privately held and middle-market businesses. Manage and review consolidated and multi-state corporate tax returns, advise on tax planning, M&A structuring and due diligence, ensure compliance with federal/state/local tax laws, supervise and mentor staff, manage budgets and deadlines, and deliver high-quality client service using tax software and Microsoft Office.

Lead and manage complex tax engagements for high net worth individuals, families, and closely held entities. Provide proactive tax planning, estate and trust strategy, compliance, multi-jurisdictional tax advice, and client relationship management. Oversee staff work, ensure timely filings, review deliverables, and support business development.

Lead inbound corporate tax engagements for foreign-owned and growth-stage U.S. companies. Manage and review complex corporate and multi-state tax returns, advise on U.S. tax compliance and structuring, coordinate with specialty teams, mentor staff, and support business development. Provide tax planning around entity structure, equity compensation, M&A, and ASC 740 considerations while ensuring timely, compliant filings.

Manage and review complex corporate tax engagements for foreign inbound, middle-market, and growth-stage companies. Provide tax planning, compliance, entity structuring, equity compensation guidance, and cross-border advisory. Lead engagements end-to-end, mentor staff, coordinate with specialty teams (transfer pricing, global mobility, SALT), and ensure timely federal, state, and international filings while advising on tax-efficient strategies.

Lead planning, review, and delivery of complex tax engagements for high net worth individuals, families, trusts, and closely held businesses. Provide proactive tax planning, estate/gift/trust advice, multi-jurisdictional strategies, client relationship management, team supervision, and business development while ensuring compliance and timely filing.

Lead and review complex corporate, individual, and trust tax engagements from planning through delivery. Advise clients on tax law changes and planning opportunities, manage engagement profitability and budgets, build client relationships, supervise and develop staff, and participate in business development and client presentations.

Lead and manage complex corporate, individual, and trust tax engagements from planning through delivery. Review tax returns, advise clients on federal/state tax issues and ASC 740, develop tax planning strategies, maintain client relationships, monitor engagement profitability, supervise and mentor staff, and participate in business development and client presentations.

Manage and review complex corporate tax engagements for foreign inbound, middle-market, and early-stage clients. Provide U.S. tax compliance, planning, entity structuring, and advisory services; lead engagements, mentor staff, coordinate cross-functional teams, and ensure timely, accurate filings while staying current on tax developments.

Manage and review complex corporate tax engagements for foreign inbound and middle-market clients. Provide U.S. tax compliance, structuring, and planning advice, lead engagements end-to-end, mentor staff, coordinate with specialty teams (transfer pricing, global mobility, SALT), and ensure timely federal, state, and international filings while identifying tax savings and risk mitigation strategies.

Lead planning, management, review, and completion of complex tax engagements for high net worth individuals, families, and closely held entities. Provide proactive tax planning, estate, gift, and trust guidance, supervise staff, ensure timely compliance, and support business development and client relationship management. Handle multi-jurisdictional issues, stock option planning, and international tax advice.