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Lead and manage complex tax planning and compliance engagements for high net worth individuals, closely held businesses, and trusts. Supervise and review staff work, develop tax strategies (including estate, gift, and trust planning), ensure regulatory compliance, manage engagement budgets and profitability, advise on stock option and international tax issues, and cultivate strong client relationships.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, team reviews, client relationships, and engagement profitability while advising on estate, gift, trust, and international tax matters.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Advise on estate, gift, trust, grantor trust rules, stock option and international tax. Oversee teams, client relationships, budgets, billing, compliance, and timely filings while mentoring staff and driving practice growth.

Lead and manage complex high-net-worth tax engagements, providing advanced tax planning, compliance, and consulting. Supervise staff, review returns, advise on estate, gift, and trust matters, monitor engagement profitability, and support practice growth and client relationship development.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Provide tax planning, compliance, review, and client advisory services; supervise and develop staff; manage budgets, deadlines, and client relationships while ensuring regulatory compliance and high-quality deliverables.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Plan and review tax returns, develop tax and wealth strategies, advise on estate, gift, and trust matters, supervise staff, maintain client relationships, manage budgets and deadlines, and ensure compliance with federal, state, and local tax regulations.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, and wealth strategies; review tax returns; advise on estate, gift, and trust matters; mentor staff; manage budgets, billing, and client relationships to ensure timely, accurate filings and profitable engagements.

Lead and oversee multiple audit engagements, manage engagement teams and budgets, maintain client relationships, advise on business/process improvements, ensure audit quality and firm risk management, mentor and develop staff, and participate in recruiting and professional development.

Lead and manage audit engagements from planning through completion. Supervise, train, and mentor audit staff; perform accounting research; identify client issues and recommend process improvements; maintain client relationships; participate in business development, recruiting, and training activities.