• Conduct comprehensive technical research on federal and state transfer tax issues, including estate, gift, and GST taxation; prepare written analyses and planning recommendations.
• Conduct comprehensive research on income tax issues, including fiduciary income tax; prepare written analyses and planning recommendations.
• Review and interpret legal documents (wills, trust agreements, buy-sell agreements) in the context of estate tax compliance and planning.
• Oversee the preparation, review, and filing of federal and state estate (Form 706) and gift (Form 709) tax returns.
• Serve as an internal resource, providing technical guidance and proactive recommendations on estate and trust matters.
• Mentor and train staff in estate and trust compliance and technical research.
• Monitor changes in estate and trust tax law and advise firm leadership on implications.
• Partner with accounting team, wealth solutions team and attorneys to design and implement estate planning, trust administration, and business succession strategies.

Tax Manager – Estate, Gift & Trust

Director – Corporate Tax

Tax Practice Director

Tax Manager

Senior Tax Associate

Director, Property Tax