Client Relationship Management: Serve as the primary point of contact for a portfolio of clients. Cultivate and strengthen relationships by providing exceptional service, anticipating needs, and delivering proactive tax planning and consulting advice.

• Technical Tax Expertise: Oversee and review complex tax returns for various entity types, including:

• Family Offices & High-Net-Worth Individuals (HNWI): Comprehensive planning and compliance for trusts, estates, gifts, and sophisticated individual returns (Forms 1040, 1041, 709).

• Real Estate Entities: Partnership and S-corporation returns (Forms 1065, 1120-S) with expert knowledge of partnership tax allocations, basis calculations, passive activity limitations, and like-kind exchanges (IRC Section 1031).

• Corporations: C-corporation compliance and planning (Form 1120), including consolidated returns and multi-state tax issues.

• Tax Planning & Consulting: Identify and implement complex tax strategies to minimize client tax liabilities. Advise clients on structuring transactions, compliance changes, and other strategic initiatives.

• Team Leadership & Development: Mentor, train, and develop senior and staff accountants. Manage workflow, ensure adherence to deadlines and quality standards, and foster a collaborative team environment.