Teams at KSM (Katz, Sapper & Miller)

Leads complex real estate partnership tax engagements, including preparation and review of partnership, individual, and trust returns. Manages client relationships, develops business opportunities, mentors tax staff, oversees engagement staffing and administration, and provides strategic tax and advisory guidance to clients.

Prepare and review complex tax returns, perform diversified tax assignments, assist in engagement planning, mentor staff, suggest tax planning ideas, and ensure work quality, deadlines, and client service under manager/partner direction.

Supports buy-side and sell-side financial due diligence for private equity and corporate clients. Analyzes quality of earnings, cash flow, working capital, financial and operational trends, and business risks. Assists with client presentations, deal reports, management discussions, site visits, and multiple transaction projects while evaluating investment thesis impacts.