This Tax Manager (EA) brings over a decade of public accounting experience supporting high net worth individuals and closely held businesses across compliance, planning, and advisory work. They are highly experienced in reviewing complex individual, partnership, S corporation, corporate, and trust returns, and are trusted by clients for clear guidance and steady judgement.
In addition to technical delivery, they lead and develop teams, currently supervising and mentoring a group of eight staff and associates while creating a supportive learning environment that drives quality and retention. Their planning work has delivered measurable results, including meaningful reductions in client tax liabilities through thoughtful structuring and proactive advice.
With strong knowledge of state tax, restructuring, due diligence, and IRS audit defence, they combine technical depth with relationship driven leadership, making them a valuable hire for firms looking for stability, quality, and long term client trust.
