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Grew current firms client base from 30 ? 200 in a couple of years.
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Considering CPA accounting firms, family offices, IRAs
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Open to: Partner, Director, or senior Manager if path to Partner.
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Location preference: Tampa/Clearwater; can travel once a month.
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Expertise: Tax and estate planning; LLM in Tax.
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Experience with: 1041s, 706s, 709s; advanced estate planning for HNW clients ($20M+).
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Academic experience: 10 years as law professor (estate & gift tax, individual tax, estate planning); affiliated with 4-5 law firms during teaching.
