• Review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates.
• Build and maintain strong client relationships; design and implement tax planning strategies aligned with client goals.
• Stay current on state and local tax legislation and evaluate the impact on clients.
• Conduct tax research and analysis to ensure compliance and identify planning opportunities.
• Supervise, mentor, and develop junior staff and managers while fostering a collaborative team culture.
• Manage project workflows, budgets, timelines, and deliverables effectively.
• Lead and review international tax compliance, including Forms 5471, 8858, 8865, 1118, and related disclosures and statements.
• Advise clients on global tax matters including:
• - Foreign tax credits
• - GILTI and Subpart F
• - §965 transition tax
• - BEAT and FDII
• - §367 and cross-border transfers
• - Inbound and outbound structuring
• - Repatriation strategies
• Conduct technical tax research and prepare memoranda on international tax matters and treaty positions.
• Collaborate with partners and cross-functional service lines to deliver integrated, strategic tax solutions.

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