- CPA with 25+ years in Public Accounting, having worked across both smaller firms and mid-sized Top 40 firms.
- Deep expertise in complex Partnerships, HNW (up to $500M), Trust, Estate & Gift Tax, and International Tax
- Industry experience includes Real Estate, Distribution, Private Equity, Professional Services, R&D, Manufacturing, Logistics, and Medical.
- Client sizes range from $1M to $80M
- Book of business worth $150K–$200K
- Software expertise: UltraTax, CCH, QuickBooks.
- Bilingual: English & Spanish.
- Compensation: Open, wants to understand full package and how his client base would be factored into total compensation.
- Work preference: In-office full time or hybrid.


