Plante Moran

• Manage global mobility engagements end-to-end
• Review inbound/outbound U.S. and state income tax returns
• Review tax equalizations, hypothetical tax calculations, and cost projections
• Conduct entrance and exit interviews with assignees
• Coordinate engagement setup for compliance season
• Allocate resources and staff appropriately
• Manage client expectations and ensure timely service delivery
• Handle billing for completed projects
• Structure foreign assignments and apply tax treaties
• Implement payroll/shadow payroll and totalization agreements
• Meet foreign disclosure requirements
• Optimize assignment costs for mid-market clients
• Provide candid feedback and detailed review notes to team members
• Offer stretch assignments and shadowing opportunities
• Deliver tax technical training to staff
• Build relationships with international member firms to deliver global programs
• Develop strategic planning solutions for small to mid-size mobility programs

Tax Manager – Global Mobility Expat

Vice President

• Lead and support clients in development advisory roles, focusing on senior living real estate positioning, financial analysis, project budgeting, acquisitions, dispositions, development strategy, due diligence, entitlements, project feasibility, and partnerships
• Manage and coordinate real estate developments, communicating effectively with developers, brokers, lenders, and third-party service providers to resolve issues and ensure project success
• Evaluate and assess market research to determine senior living demand and growth opportunities
• Perform financial modeling for new construction and expansion projects, including proformas and benchmark analysis
• Prepare comprehensive financial reports and presentations, translating complex analysis into clear, actionable insights for clients
• Assist clients with upfront strategy, economic development, and operational opportunities, including highest and best use studies, planning, and economic impact analysis
• Manage client relationships, project schedules, and deliverables, ensuring exceptional client service and successful project completion
• Participate in client meetings and site visits, interacting with top-level management to gather and assess critical information

Vice President, Real Estate Consulting – Senior Living

Manager

• Practice development efforts for Japanese-owned clients and prospects.
• Identify new client targets, proactively generate leads, create compelling presentations and proposals, and close new projects.
• Communicate in multi-language and multi-cultural business environments.
• Executive relationship building with client leaders in both Japan and the United States.
• Guide and coordinate consulting engagements, service delivery and practice development.

Senior Consulting Manager – Japanese Business Services

Consultant

• Design, build, and optimize workflows to enhance team collaboration and operational efficiency.
• Collaborate with business teams to assess integration needs, map data flows, and configure automated synchronization between systems.
• Conduct training sessions for users and develop best practices and instructional materials to maximize adoption and effective usage.
• Keep appraised of new features and relevant updates, communicating important changes to the user base.
• Configuring and customizing workspaces, templates, and workflows to meet business needs.
• Allocating and managing licenses across the organization for Monday.com.
• Monitoring usage and license statistics and generating reports to track adoption and performance.
• Developing and enforcing governance policies for product usage, including data security, access controls, and compliance.
• Ensuring alignment with organizational policies regarding data governance and external collaboration.
• Providing technical support to users for troubleshooting issues and answering queries.
• Creating user guides and documentation for product processes and features.
• Developing a roadmap for future project management initiatives, including automation workflows and integrations.

Senior Consultant

Software Engineer

• Design and develop custom SharePoint solutions using SPFx, JavaScript/TypeScript, React, and C# .Net programming languages
• Translate complex functional and technical requirements into sprint plans and release schedules
• Ensure alignment of custom applications with enterprise architecture standards and principles
• Estimate customization efforts and apply SharePoint and Azure architecture patterns
• Integrate SharePoint with Microsoft 365 services and third-party APIs
• Customize SharePoint branding and user interfaces
• Provide technical support, troubleshooting, and documentation
• Collaborate with stakeholders to gather requirements and deliver user-centric solutions
• Ensure the security and integrity of SharePoint data and applications
• Develop and maintain SharePoint applications using client-side and server-side technologies

Senior SharePoint Developer – Architect

• Serve as a subject matter expert and consultant within the Public Services Delivery Consulting Team
• Support clients across local, regional, and state-level agencies
• Collaborate with other consultants to serve and inspire public sector clients
• Advise clients on aligning operating strategy and revising business processes
• Conduct needs assessments and deliver actionable recommendations
• Design and implement performance measurement frameworks and dashboards
• Develop change management strategies promoting technology modernization initiatives
• Conduct cross-departmental research and data analysis
• Facilitate stakeholder engagement sessions
• Lead and contribute to business development efforts

Senior Consultant, Government Services Transformation

• Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
• Prepare detailed financial analysis to assist clients evaluating acquisition decisions
• Participate in client meetings and site visits while interacting with top-level management
• Develop and review financial forecasts
• Assist with development and review of financial reports
• Assist in preparing proposals and engagement letters

Senior Consultant, Transaction Advisory Services

Marketing

• Collaborate with Marketing Managers to implement the marketing plan
• Plan and launch multi-channel marketing campaigns
• Serve as a strategic advisor to the business
• Manage and negotiate sponsorships
• Cultivate partnerships with key associations
• Strategize and execute virtual and in-person event initiatives
• Produce content with firm subject matter experts

Marketing Strategist

Accounting Manager

• Provide financial consulting support to organizations
• Assist in the development of financial reports, including annual financial statements
• Compile and analyze financial information
• Collaborate with clients for continuous improvement recommendations
• Help implement GAAP standards at clients

Risk and Accounting Advisory Services Consulting Entry Level Staff

• Serve as a technical tax resource for State and Local Taxes on M&A transactions
• Deliver state and local compliance services and value-added consulting solutions through work on multi-state income tax, franchise tax, sales and use tax, gross receipts tax, and property tax matters
• Assist with implementation of tax planning opportunities in the SALT area identified during diligence and manage findings
• Provide coaching and mentoring to staff in the advancement of their individual skills and competencies
• Develop and execute a practice development plan including networking, new client development, and client expansion activities

Tax Transaction Advisory Services – SALT Manager

QA Engineer

• Define and lead QA processes and standards across projects.
• Interpret complex business and functional requirements to develop detailed test plans, comprehensive test cases, leveraging deep understanding of the application’s functionality.
• Ensure alignment of QA efforts with business and detailed requirements.
• Design, create, and execute manual and automated test cases.
• Perform functional, regression, integration, data, and security testing.
• Ensure test coverage and traceability to requirements.
• Track and report on software quality metrics
• Analyze test results and provide actionable feedback to development teams.
• Maintain documentation for test plans, test cases, and test results.
• Work closely with project managers, developers, business analysts, and other QA engineers.
• Influence cross-team decisions and share best practices.
• Communicate QA status, risks, and issues to stakeholders.
• Mentor junior QA engineers and promote best practices.
• Advocate for quality throughout the software development lifecycle.
• Identify opportunities to improve testability and QA processes.
• Stay updated with industry trends and emerging tools.