Lead Sage Intacct implementation and advisory engagements for construction and real estate clients. Manage multiple projects, perform business process analysis, configure Sage Intacct, handle integrations and data conversions, deliver training and go-live support, mentor consulting staff, and support pre-sales and practice growth.

Lead and deliver indirect tax consulting and compliance services (sales & use, personal property, payroll, unclaimed property, credits & incentives). Perform nexus reviews, taxability analyses, audit defense, refund recovery, registrations, and technical research. Advise clients, prepare technical memoranda and presentations, monitor legislative developments, contribute to practice growth, mentor staff, and support business development activities.

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.