This EA and MBA qualified, CPA eligible Tax Manager brings ten years of experience in public accounting with deep hands on preparation and review expertise. Their background spans individuals, gift taxes, estates and trusts, partnerships, S corps and family office work, supported by advanced capability in CCH and UltraTax. Earlier in their career they played a key role in helping an independent firm scale from two to fourteen staff, giving them valuable insight into the operational and cultural needs of growing practices.
They enjoy working directly with clients, building long term relationships and contributing to business development as part of their wider remit. Based in Wylie, they offer a strong blend of technical depth, client-facing ability and experience within smaller, entrepreneurial public accounting environments.
