Account Manager

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs
• Assume full responsibility for all services for clients in a book of business
• Actively develop new business and expand services to existing clients
• Deep knowledge of complex partnership returns
• Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees
• Review and approve work papers and tax returns prepared by staff
• Review and sign client deliverables
• Keep current on tax law changes
• Demonstrate commitment to the firm through a willingness to devote time to the practice

Tax Principal – Partnerships

Senior Director, Faith Partnerships

Strategic Partnerships Manager