Senior Tax Associate | CPA Candidate
- 5+ years of public accounting experience delivering full-cycle tax support across industries including healthcare and real estate.
- Prepares and reviews federal and state tax returns for corporations, partnerships, trusts, and high-net-worth individuals.
- Strong end-to-end workflow knowledge: monthly bookkeeping, reconciliations, year-end close, and tax compliance.
- Strategic tax planner — including cost segregation studies, safe harbor calculations, and proactive advisory services.
- Known for maintaining direct client communication throughout engagements; highly client-facing.
