CPA with over a decade of tax experience, including 10+ years as a Tax and Accounting Manager at a well-regarded regional firm. He has built deep expertise across real estate, construction, healthcare, manufacturing, and high-net-worth individual clients, with a strong focus on complex entity returns and family groups with multi-layered structures.
His work is split between high-level preparation and detailed review, serving as the primary reviewer for most client engagements. Proficient in CCH, he also has exposure to trusts and estates and is looking to expand in that area. Currently seeking a hybrid role in the Maryland area due to his out-of-state firm ending remote work, and is prioritizing flexibility, growth, and a collaborative office environment.
