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Provide tax strategy and compliance services for closely held businesses and private equity portfolio companies, preparing federal, state, and local returns (C‑Corps, S‑Corps, Partnerships), conducting technical research, advising on tax efficiencies, managing client relationships, and coaching staff to ensure timely, accurate deliverables.

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 buy- and sell-side financial due diligence engagements for private equity, corporate, and owner-operator clients. Oversee quality-of-earnings, working capital, and cash flow analyses; review complex financials, ensure U.S. GAAP application, prepare transaction reports, and communicate findings. Serve as primary client contact, manage stakeholders, and supervise/coach senior associates and associates to build a high-performing team.

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 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 perform audit engagements for privately held clients—particularly manufacturing—prepare and review annual audit reports, liaise with managers and staff, support clients through financial reporting, and coach/train audit staff accountants.

Support day-to-day operation, adoption, and continuous improvement of Assurance technology portfolio. Translate user needs into requirements, manage backlogs and roadmaps, coordinate testing and releases, provide Level 2 support, enable training, manage vendor and licensing activities, and monitor adoption and compliance. Work with stakeholders, development teams, and vendors using agile practices and progress toward full Product Manager responsibilities.

Own and modernize the firmwide end-to-end onboarding experience for lateral, campus, intern, contractor, and international hires. Coordinate schedules, LMS and system setup, stakeholder alignment, and service-line-specific first-week plans. Support M&A integrations and large cohort logistics, identify process improvements, and scale onboarding cadence while measuring satisfaction and efficiency.

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.

Lead Tax learning strategy and instructional design, overseeing curriculum, onboarding, compliance (CPE/NASBA), and vendor decisions. Manage a team to deliver scalable technical and regulatory training, measure program effectiveness, control budget, and partner cross-functionally and internationally to meet business needs.