Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, team reviews, client relationships, and engagement profitability while advising on estate, gift, trust, and international tax matters.

Lead and deliver indirect tax consulting and compliance services (sales & use, personal property, payroll, unclaimed property, credits & incentives). Perform nexus reviews, taxability analyses, audit defense, refund recovery, registrations, and technical research. Advise clients, prepare technical memoranda and presentations, monitor legislative developments, contribute to practice growth, mentor staff, and support business development activities.

Lead and deliver indirect tax consulting and compliance (sales & use, personal property, payroll, unclaimed property, credits & incentives). Perform nexus and taxability analyses, audit defense, refund recovery, and technical research. Manage multiple client engagements, prepare technical memoranda and presentations, monitor legislation, mentor staff, and support business development and practice growth.