Teams at Withum

Supervise not-for-profit tax engagements, including employee benefit, unrelated business income, state, charitable registration, and exempt organization returns. Review tax filings, research tax-exempt organization issues, identify planning opportunities, manage concurrent engagements, mentor staff, support evaluations, and lead professional development programs. Build strong client relationships while ensuring accurate, timely completion of work and meeting client deadlines.

Manage multiple cost segregation engagements from planning through delivery, supervise and mentor engagement teams, conduct property inspections, review construction and financial records, analyze blueprints and specifications, and prepare engineering-based cost segregation reports. The role also involves client relationship management, engagement budgeting, practice development, proposal support, and collaboration with tax, valuation, and real estate professionals.

Leads and grows a national cost segregation practice, overseeing tax consulting engagements, technical analyses, business development, operational processes, quality controls, and team development. Advises clients on tax savings, depreciation strategies, applicable regulations, and related opportunities. Builds client and referral relationships, manages revenue growth, develops scalable methodologies, and collaborates with tax and firm leadership across geographic markets.