Oversee tax compliance, planning, and review for a portfolio of individual and business clients. Serve as the primary client contact, review and sign tax returns, respond to notices, recommend tax strategies, mentor staff, and support process improvements. The role requires expertise in federal, state, local, and multistate taxation, including R&D credits and PTET elections, along with strong communication and leadership skills.

Oversee outsourced financial controller services for multiple clients, including month-end close, financial reporting, variance analysis, GL, AP/AR, reconciliations, audit readiness, and internal controls. Lead Account Managers, coach accounting staff, manage client relationships, and advise business owners and finance teams. Drive accounting process improvements, software integrations, quality, efficiency, and scalable service delivery across client portfolios.