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Support M&A tax engagements from due diligence through structuring and transaction modeling. Perform tax due diligence, prepare and analyze transaction tax data, assist with restructuring and tax research, review work of junior staff, and collaborate with Managers and Partners to deliver high-quality client deliverables on multiple deals.

Lead assigned sections of audits for hedge funds, private funds, and digital asset clients from planning through completion. Prepare and review workpapers and financial statements, identify accounting/reporting issues, communicate with clients, mentor junior staff, and manage multiple engagements and deadlines while leveraging firm tools to improve efficiency and client service.

Manage and review complex individual, multi-state, and trust/estate tax filings for high net worth clients. Develop and implement tax planning strategies, serve as a technical advisor, lead client relationships, and mentor staff while ensuring compliance, quality, and coordinated service delivery across teams.

Lead and review complex individual, multi-state, trust, and estate tax compliance and planning for high net worth clients. Provide technical subject-matter expertise, advise on wealth preservation strategies, manage client relationships, mentor team members, and support practice growth and process improvement.

Manage and deliver high-quality audit and assurance services for privately held companies. Lead engagement planning through completion, supervise teams, monitor budgets and deadlines, review workpapers and financial statements, build client relationships, and support business development and process improvements to ensure compliance with U.S. GAAP and auditing standards.

Partnering with the COO, lead cross-functional operational initiatives, monitor KPIs and budgets, drive process improvements and integration of acquisitions, support international offices, oversee facilities strategy, and prepare executive-level analyses and presentations to improve organizational efficiency and execution.