Tax Manager | CPA | Real Estate & High-Net-Worth Specialist
13+ years of public accounting experience
• Deep expertise in real estate partnerships, funds, and high-net-worth individuals, covering both compliance and planning
• Prepares and reviews partnership, S corp, trust, individual, and multistate tax returns, with specialized knowledge in Subchapter K and §754/§743 transactions
• Proven success managing $1M+ client portfolios, while leading staff and seniors through complex engagements
• Brings a mix of big firm training and boutique firm agility, with experience in both review and complex preparation
• Strong advisory and client-facing background, including restructurings, acquisitions, and tax strategies for UHNW families and real estate groups
• Demonstrated leadership through supervising teams, mentoring associates, building training programs, and driving firm-wide initiatives
