Teams at BPM LLP

Supervise corporate tax engagements by preparing and reviewing federal, state, and local tax returns, researching complex tax matters, identifying planning opportunities, managing deadlines, and ensuring quality. Build client relationships, collaborate with senior leaders, and review, coach, and train junior tax professionals while maintaining current knowledge of tax laws and regulations.

Manage business valuation engagements for financial reporting, tax, transactions, disputes, and audit support. Lead valuation analyses, reports, exhibits, quality control, issue resolution, client relationships, staff development, project management, and business development. Apply financial modeling, capital markets, derivatives, and advanced analytical techniques while supporting marketing and thought leadership initiatives.

Supervise flow-through tax engagements for partnerships, S corporations, closely held businesses, individuals, and fiduciaries. Review complex tax returns, research technical issues, identify planning opportunities, prepare recommendations, manage deadlines and budgets, and communicate regulatory developments. Mentor and review Associates and Seniors while maintaining quality, accuracy, and client service standards.