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Lead and review complex corporate, individual, and trust tax engagements; develop tax planning strategies; advise clients on regulatory changes; manage engagement budgets, billing, and profitability; supervise and mentor staff; and support business development and client relationship growth.

Lead planning, review, and delivery of complex tax engagements for high net worth individuals, families, trusts, and closely held businesses. Provide proactive tax planning, estate/gift/trust advice, multi-jurisdictional strategies, client relationship management, team supervision, and business development while ensuring compliance and timely filing.

Lead complex corporate tax engagements for privately held and middle-market businesses, overseeing planning, compliance, multi-state and consolidated filings, client advisory for M&A and international tax, supervising staff, ensuring timely filings, and delivering strategic tax planning and consulting.

Lead and manage tax engagements end-to-end, review complex federal, state, and international returns, provide tax planning strategies, oversee staff, ensure regulatory compliance and timely filings, and maintain client relationships while advising on transactions and international tax issues.

Lead HNW tax engagements: plan, manage, review complex individual, trust, and closely held business tax returns. Provide proactive tax planning, estate and trust advice, multi-jurisdictional strategies, client relationship management, staff review and development, and business development support while ensuring compliance with federal, state, and local tax laws.

Lead complex corporate tax engagements from planning through completion for privately held and middle-market businesses. Manage and review consolidated and multi-state corporate tax returns, advise on tax planning, M&A structuring and due diligence, ensure compliance with federal/state/local tax laws, supervise and mentor staff, manage budgets and deadlines, and deliver high-quality client service using tax software and Microsoft Office.

Manage and review complex federal, state, and international tax engagements for individuals, corporations, and partnerships. Lead engagements end-to-end, provide tax planning and compliance, supervise and develop staff, ensure timely filing, and cultivate client relationships while delivering proactive tax savings and regulatory guidance.

Manage and review complex federal, state, and international tax returns; lead tax engagements end-to-end; provide tax planning strategies; maintain client relationships; supervise and review staff work; ensure compliance with tax laws and timely filings; use tax software and Microsoft Office to deliver high-quality service.

Lead and manage complex tax engagements for high net worth individuals, families, and closely held entities. Provide proactive tax planning, estate and trust strategy, compliance, multi-jurisdictional tax advice, and client relationship management. Oversee staff work, ensure timely filings, review deliverables, and support business development.

Lead planning, management, review, and completion of complex tax engagements for high net worth individuals, families, and closely held entities. Provide proactive tax planning, estate, gift, and trust tax advice, oversee compliance, mentor staff, maintain client relationships, and support business development with multi-jurisdictional tax solutions.