Director

• Work in a team setting on complex partnership transactions.
• Manage engagements in the establishment of IRC Section 704(b) and inside tax capital accounts.
• Track and allocate IRC 704(c) built-in gains and losses.
• Responsible for project management, quality, and development of staff members.
• Keep team and client informed of engagement progress and issues encountered.
• Keep up to date with new federal tax developments.
• Ability to scope projects and be part of the sales process.

Manager/Director – Partnership Capital Consulting

Commercial Business Director, CVRM Primary Care

Information Technology Director