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Manage tax compliance, planning, and advisory services for clients; lead and mentor tax staff; oversee preparation/review of federal, state, local, and international returns; handle tax research, audits, ASC 740 reporting, and client relationships; leverage tax technology and support business development.

Lead the tax function delivering compliance, reporting, planning, and advisory services. Oversee complex engagements, manage audits and tax controversy, mentor a tax team, drive business development, and supervise corporate tax provision (ASC 740) and financial reporting.

Lead complex tax and accounting engagements, prepare and review advanced individual and business tax returns, perform tax research and planning, review financial statements and reconciliations, serve as primary client advisor, mentor staff, ensure quality control, and drive process improvements and firm‑wide initiatives to enhance efficiency and compliance.

Provide accounting and tax support by analyzing financial statements, applying GAAP, preparing individual/partnership/business tax returns, conducting tax research, communicating with clients, collaborating on complex engagements, managing multiple priorities, and identifying process improvements.

Lead preparation and review of complex individual and business tax returns for a 250-300+ client portfolio. Provide year-round tax planning, research, and advisory support, mentor junior staff, ensure timely accurate filings, and maintain strong client relationships.

Manage client tax engagements as a senior tax accountant: prepare and review complex business tax returns (1120s, 1065s), provide tax planning guidance, handle audits and notices, review junior staff work, assist with compilations/reviews, and support workflow during busy season while serving as a primary client contact.

Oversee tax compliance and client relationships for individuals, S corporations, and partnerships. Review and sign complex returns, manage workflow and deadlines, supervise and mentor staff, conduct tax research, oversee ASC 740 tax provisions, and drive process improvements and technology use.