Teams at Aprio

Lead complex state and local tax engagements involving sales and use tax, state income and franchise tax, nexus, apportionment, compliance, planning, audits, VDAs, and controversy. Advise multi-state clients, review tax returns and technical memoranda, develop client relationships, identify business opportunities, mentor staff, and support SALT practice growth and process improvements.

Leads complex M&A tax engagements, including due diligence, transaction structuring, tax attribute analysis, and post-transaction integration planning. Advises clients on federal and state tax implications, reviews technical deliverables, manages engagement budgets and profitability, and serves as a primary client relationship lead. Supports business development, cross-selling, recruiting, mentoring, training, quality control, and risk management across the M&A specialty tax practice.

The Senior Market Strategist enhances the Chief Investment Officer's capacity through market communication, advisor engagement, and investment analysis.