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The Director leads financial advisory services, manages client engagements for transaction accounting, and drives operational efficiency through technology improvements. He/she develops client relationships and supports teams while providing strategic accounting guidance and fostering business development.

Lead transaction-related tax reporting, readiness, and post-close integration engagements for private equity, lenders, and corporates. Advise on ASC 740, carve-outs, audit readiness, IPO and sell-side readiness, tax operating model design, and tax function assessments. Manage workstreams, mentor staff, produce client-ready deliverables, and drive business development and firm-building initiatives.