Manage preparation, review, and timely delivery of high-net-worth individual, estate, gift, and fiduciary tax returns; lead technical tax reviews and examinations; supervise and develop tax staff; participate in sophisticated tax planning and client meetings; ensure engagement profitability and maintain tax software and valuation tools proficiency.

Lead and deliver complex U.S. international tax compliance and consulting engagements. Oversee preparation and review of international filings, manage staff, perform technical research, advise clients on inbound/outbound structuring, and drive practice development and profitability while mentoring team members and contributing to firm initiatives.

The Interim FP&A Director will lead the FP&A function, support the CEO and executives, oversee budgeting and forecasting, and enhance financial processes.