A strong background in tax preparation and review, particularly for high-net-worth individuals and complex estate cases (including estates up to $100M). 70/30 prep-to-review split, focusing on Forms 1040, 1041, 990, 1065, and 1120, while also representing clients in IRS matters.
Now seeking a position in Naples where they can continue working on-site, contribute meaningfully to firm operations, support staff mentorship, and assist with management transitions.
