Selected by VP of Tax & Generational Planning to help develop new Family Office team focused on providing comprehensive tax and wealth management services to Cox family.• Developed new processes and improved structure of data, streamlining services for estate administration, planning transactions and other generational planning.• Collaborated with tax and wealth advisors to develop effective planning solutions, meeting each family member’s unique needs and circumstances.• Created and directed tax planning forecasts and models, including budgeting and tax projections, supporting decision-making.

Managed and mentored 3 accountants responsible for financial reporting, cash forecasting / budgeting, and tax and transactional activities around private trust company, real estate entities, investment partnership, and foundations. Led team in providing shareholder relations activities, such as company dividend, share ledger, related party reporting, and shareholder loan operations.• Served as core developer of initial financial services infrastructure.• Drove and implemented planning transactions and tax controversy support.