• Lead and oversee individual tax compliance and planning for executives
• Manage client accounts with a focus on strategic planning and team mentoring
• Achieve project success by maintaining exemplary standards and leveraging technology
• Build and sustain trusted relationships with executive-level clients
• Utilize project management skills to handle resource needs and project workflow
• Inspire and develop junior staff through practical coaching and guidance
• Embrace innovation to enhance service delivery

Partner Tax Preparation Advisor, Manager

Tax Intern

Manager, Indirect Tax, Technology, Platform Application Support

Client Operation Services Lead – Property Tax, Mortgage, Real Estate

Associate Attorney – Tax Strategy, Optimization & Controversy Litigation

Director – Private Equity Tax