Leads government contractor accounting and advisory engagements, advising clients on FAR, DCAA, Cost Accounting Standards, indirect rates, cost allowability, financial reporting, incurred cost submissions, budgeting, forecasting, and proposal pricing. Manages client relationships, compliance assessments, audit readiness, engagement profitability, business development, and team development while ensuring high-quality deliverables.

Serve as the primary relationship contact for ultra-high-net-worth clients, families, and family offices. Coordinate services, communications, meetings, timelines, deliverables, and stakeholder collaboration across the firm. Anticipate client needs, identify service opportunities, support onboarding and retention, facilitate technology access, and ensure exceptional, confidential service. The role also involves managing complex initiatives, maintaining client priorities, improving service processes, and mentoring junior team members.

Lead and manage complex tax engagements for high net worth individuals, trusts, and closely held businesses. Oversee planning, compliance, team reviews, client relationships, and engagement profitability while advising on estate, gift, trust, and international tax matters.