Oversee complex fund-of-funds partnership tax compliance, including returns, Schedules K-1 and K-3, foreign investment reporting, and multistate matters. Research federal and state tax issues, improve technology-enabled processes, and mentor tax staff. Manage client engagements independently while supporting standardized workpapers, automation, analytics, and workflow modernization.

The Tax Manager leads tax return preparation, research, client relationships, and staff mentoring while ensuring quality tax services.

The Tax Manager leads tax planning and compliance for gifts, estates, and trusts, advising high-net-worth clients, developing staff, and managing relationships.