Lead review and preparation of multistate and federal tax returns for high-net-worth individuals, partnerships, trusts, and pass-throughs. Manage client relationships, supervise engagements, mentor staff, prepare year-end projections, research tax issues, and collaborate on practice and business development. Ensure compliance and advise on financial planning and process improvements.

Manage and review complex tax returns for high-net-worth individuals, partnerships, trusts, estates, and pass-through entities. Supervise staff, prepare year-end adjustments and projections, conduct tax research, advise clients on tax and business matters, and support business development and client management activities.