• Oversee recurring reporting, client trackers, and deliverables with consistency and accuracy
• Manage and mentor tax staff, oversee task allocation, and maintain internal and client deadlines
• Lead and review individual, partnership, corporate (1120/1120-S), and trust tax returns using Lacerte and QuickBooks Online
• Prepare and review projections and estimated payments
• Lead and review foreign informational filings including 5471, 5472, and related schedules
• Assess GILTI exposure and prepare foreign tax elections such as Section 962
• Review workpapers and schedules for individual and business returns with varying complexities
• Oversee preparation and review of Compilation Engagements and Reviews
• Partner with international colleagues on expat filings and U.S. compliance for foreign asset holders
• Serve as a primary contact for high-value clients with clear and responsive communication
• Deliver strategic tax planning for real estate, high-net-worth, investment structures, and cross-border matters
• Support business advisory projects, due diligence, and growth-focused initiatives
• Represent clients in IRS and state tax audits and correspondence

Tax Manager

Senior Tax Associate

Director, Property Tax

Senior Manager, Tax & Treasury

Tax Manager – Agency Support