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Supports tax consulting and tax return preparation through tax research, tax planning, workpaper preparation, data review, issue resolution, and responses to taxing authorities. Collaborates with client teams across varied industries, assists senior staff, develops professional and leadership skills, and participates in mentoring, networking, community outreach, and team-building activities.

Designs and implements governed enterprise data pipelines and Snowflake archival solutions supporting acquisitions, integrations, compliance, reporting, and analytics. Partners with architecture, security, application, infrastructure, business, and vendor teams to translate requirements into scalable pipelines, mappings, quality controls, monitoring, documentation, and deployment plans. Leads migration, cutover, validation, hypercare, and operational handoff activities while improving reusable engineering patterns, automation, performance, cost efficiency, and data observability.

Leads integration delivery across the Americas portfolio from pre-close planning through stabilization and transition. Oversees program managers, directly manages complex integrations, establishes governance and reporting standards, allocates resources, manages risks and dependencies, and represents the region within the Global Integration Management Office. The role also develops the regional integration team, coordinates internal and external resources, supports executive stakeholders, and ensures consistent application of integration playbooks across concurrent transactions.

Leads M&A tax planning, consulting, compliance, and due diligence engagements for multiple clients. Manages and mentors engagement teams, oversees client communication and deadlines, advises on tax-efficient acquisitions, divestitures, restructurings, and transaction documents, and researches complex tax issues. Performs analyses involving tax basis, transaction costs, earnings and profits, and Section 382 net operating loss and tax credit limitations. Supports client pursuits, account management, and responses to tax authorities.

Performs tax consulting, tax return preparation, tax research, planning, and digital work-paper preparation for corporations, partnerships, estates, trusts, and nonprofits. Reviews data and tax work, resolves technical issues, responds to taxing authorities, supports client relationships, trains junior staff, and collaborates with senior professionals across federal, state and local, international, and private wealth tax services.

Leads commercial growth for Audit, Tax, and Advisory services through executive relationship management, active prospecting, pipeline development, solution shaping, pursuit leadership, pricing, negotiation, and closing. Builds C-suite and Board relationships, identifies cross-service opportunities, develops value propositions, coaches pursuit teams, and activates market presence through events and thought leadership. Requires extensive professional services sales experience and travel up to 10%.

Manage global indirect tax software and ERP implementation projects for clients. Responsibilities include requirements analysis, solution design, custom interface development, testing, go-live support, project documentation, team development, sales support, and relationship management. The role focuses on integrating tax platforms such as Vertex, Avalara, Sovos, and Billsoft with SAP, Oracle, and other ERP or billing systems.

Leads enterprise technology due diligence and execution support for private equity and strategic transactions. Assesses applications, infrastructure, cloud platforms, data, operating models, cybersecurity, costs, and AI readiness. Develops technology findings and recommendations tied to business value, execution risk, and investment theses. Supports integration and separation planning, cloud modernization, proposals, budgeting, methodology development, and client delivery while collaborating with financial, cyber, strategy, and transformation teams.

Delivers data analytics for M&A, divestitures, transaction advisory, and post-acquisition value creation engagements. Cleans, models, and analyzes complex financial, customer, pricing, profitability, and operational datasets using Python, Alteryx, SQL, and related tools. Communicates transaction risks, performance drivers, and value creation opportunities through dashboards, visualizations, presentations, and client recommendations. Manages analytical workstreams, client interactions, deadlines, and junior team mentoring.

Supports IT audit and assurance engagements by testing information systems controls, identifying security and risk issues, evaluating IT general and application controls, and assisting financial statement audits. The intern works with client management and engagement teams, maintains client relationships, supports recruiting and business development, and manages multiple priorities while meeting audit metrics and deadlines.