Lead tax due diligence, deal structuring, and post-transaction tax planning for buy-side and sell-side M&A transactions. Manage client relationships, collaborate with attorneys and deal teams, analyze tax-efficient structures and after-tax cash flows, review transaction documents, research complex tax issues, and deliver timely advisory services under tight deadlines. Support additional tax engagements and foster team development through servant leadership and knowledge sharing.

Serves as the primary contact for non-technical client needs, coordinating prospect inquiries, onboarding, document collection, communications, deadlines, deliverables, and workflow between clients and accounting professionals. The role maintains accurate client records, schedules meetings, supports proposals, follows up on outstanding items, and handles administrative requests. This is a full-time, on-site position requiring strong organization, responsiveness, attention to detail, professionalism, and Microsoft Office proficiency.