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Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, and consulting services, review returns, mentor staff, manage budgets and client relationships, and provide advanced estate, gift, and trust tax advice including stock option and international tax planning.

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 review complex tax engagements for high net worth individuals, trusts, and closely held businesses. Advise on tax planning, estate, gift, and trust matters, manage teams, ensure compliance and timely filings, monitor engagement profitability, and support practice growth with client relationship development and technical guidance.

Manage complex tax engagements for high-net-worth individuals, closely held businesses, trusts, and families. Responsibilities include tax return review, planning, compliance, wealth preservation strategies, client relationship management, budgeting, regulatory deadline management, staff supervision, and business development. The role requires advanced knowledge of estate, gift, trust, federal, state, and local tax laws, including grantor trust rules, plus CPA licensure and public accounting experience.

Manage complex corporate tax engagements from planning through completion, including consolidated and multistate returns, tax planning, compliance, consulting, M&A support, and ASC 740 matters. Advise clients on tax issues and strategies, oversee deadlines and budgets, review team work, develop staff, and maintain strong client relationships while ensuring accurate regulatory filings.

Leads complex tax planning, compliance, and consulting engagements for high-net-worth individuals, closely held businesses, trusts, and estates. Responsibilities include reviewing tax returns, interpreting federal, state, and local tax laws, managing budgets and deadlines, advising clients, leading meetings, supervising staff, and developing tax strategies. The role also supports client relationship development, engagement profitability, and growth of the firm’s high-net-worth tax practice.

Manage and review complex corporate tax engagements for foreign inbound, middle-market, and growth-stage clients. Advise on U.S., federal, state, and international tax compliance, entity structuring, tax planning, M&A, and risk mitigation. Lead engagements, monitor budgets and deadlines, maintain client relationships, support business development, and supervise and mentor tax staff.

Manage complex federal, state, local, and international tax engagements for individuals, corporations, and partnerships. Responsibilities include tax planning, return review, budgeting, compliance, client relationship management, issue analysis, staff supervision, quality control, and deadline management. Develop tax-saving strategies and advise clients on investments, mergers, acquisitions, reorganizations, liquidations, and international tax matters.

Manage complex corporate, individual, business, and trust tax engagements from planning through delivery. Review tax returns, advise clients on changing regulations and tax strategies, oversee budgets and profitability, lead client meetings, and develop strong client relationships. Supervise and mentor staff while supporting business development through networking, proposals, and industry events.

Plan, supervise, review, and complete complex federal, state, and international tax engagements for individuals, corporations, and partnerships. Provide tax research, tax planning strategies, respond to tax authorities, mentor and review staff, participate in client meetings, and support business development.