Lead and manage buy-side and sell-side financial due diligence engagements for private equity, mezzanine funds, and strategic buyers. Perform quality of earnings, working capital and debt analyses; evaluate target financial and operational trends; create tailored transaction reports; communicate findings to clients; lead target management meetings; supervise staff; and support business development and people development efforts. Travel typically 25–30%.

Prepare, review, and manage individual and flow-through tax returns; perform tax research; lead and mentor staff; manage engagements, client communication, and identify cross-sell opportunities.