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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.

Lead complex corporate tax engagements from planning through completion, manage consolidated and multi-state returns, provide strategic tax planning and M&A guidance, ensure compliance with federal/state/local tax laws, review team work, and maintain strong client relationships.

Lead and review complex tax engagements for high net worth individuals, families, trusts, and closely held businesses. Provide proactive tax planning, estate/gift/trust advice, multi-jurisdictional solutions, and client relationship management. Supervise staff, ensure accurate filings, support business development, and deliver high-touch advisory services.

Lead and manage complex corporate tax engagements for privately held and middle-market clients, overseeing planning, compliance, multi-state and consolidated filings, M&A and ASC 740 advisory, supervising staff, ensuring timely filings, and delivering high-quality tax strategies and client service.

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 guidance, supervise staff, ensure timely compliance, and support business development and client relationship management. Handle multi-jurisdictional issues, stock option planning, and international tax advice.

Lead and manage complex corporate tax engagements from planning through completion. Provide tax planning, compliance, M&A and ASC 740 advice, review returns, mentor staff, and maintain client relationships ensuring timely, accurate filings.

Lead and manage tax engagements for individuals, corporations, and partnerships. Plan, review, and complete complex federal, state, and international tax returns; develop tax-saving strategies; manage budgets and deadlines; supervise and mentor staff; build client relationships; and ensure compliance with changing tax laws while providing advisory support on transactions and international tax matters.

Lead planning, review, and delivery of complex tax engagements for high net worth individuals, families, and closely held entities. Provide proactive tax planning, estate/gift/trust advice, manage multi-jurisdictional issues, supervise staff, ensure timely compliance, and support business development and client relationship management.

Lead and manage complex corporate tax engagements from planning through completion. Oversee preparation and review of corporate, consolidated, and multi-state tax returns, provide strategic tax planning and M&A/advisory support, ensure compliance with federal/state/local tax laws, mentor and review staff work, manage client relationships, budgeting, and timely filing of returns.