• Review and prepare federal and multi-state individual and trust tax returns for high net-worth individuals and families
• Research and critically analyze tax technical issues
• Advise and provide guidance on tax planning and compliance matters
• Delegate workflow to staff and see work products to their completion
• Regularly interact with clients and timely respond to their requests/questions
• Correspond and communicate with federal and state taxing authorities regarding nonresident tax withholding, client penalty notices, and other items
• Address ad-hoc needs of clients, including analyses of potential tax implications of transactions, life events, etc.

Tax Director

Senior Tax Specialist

Senior Manager, Mergers and Acquisitions (M&A) Partnership Tax

Associate Tax Credit Asset Manager, Commercial Real Estate Portfolio Manager