- Directed multiple teams of 3 to 25 local and remote members on engagements with respective annual revenues exceeding $1MM, focused on tiered real estate partnership groups and REIT income tax and reporting compliance, research, and planning - Led federal and state tax compliance and advising engagements totaling over 700 entities (partnerships, S Corporation, REITs, and corporations) - Grew annual revenue of two largest engagements 400% and 87% - Increased largest engagement margin more than 60% over five years - Worked with client to forecast the estimated federal and state tax impact of real estate transactions with proceeds from $100K to over $1B - Proposed and implemented internal and client workflow processes aimed at increasing efficiency and consolidating tax compliance within a complex tiered structure, reducing team’s workbook preparation requirements from over 500 to 270- Partnered with technology team in a successful proposal to overhaul client compliance systems, leveraging technology to handle increased workload and staffing challenges by moving to a cloud-based platform- Acted as main point of contact for client’s global EY work across multiple engagements and service lines, having weekly status meetings with client to address deadline compliance, upcoming needs and forecasting, and discuss tax technical issues related to new legislation and projects- Led internal EY effort to standardize client procedures, focused on consistent client deliverables across multiple engagements and service lines- Identified future leaders on engagements, developed a training plan focused on growing their technical skills and leading a team, working one-on-one with and delegating to engagement managers to assess progress and ensure growth opportunities- Steered weekly status meetings with multiple engagement team managers to evaluate client deadline compliance, discuss and train complex transactions and issues, and develop and improve engagement procedures

• Managed staff and senior involvement and was direct client contact for engagements of partnership and S corporation groups with activities in multiple states, involving new entity additions, transfers of membership interests, and detailed special allocations based on clients' operating agreements• Forecasted effects of pass-through entity's activity on high net-worth individuals' personal tax returns, focusing on minimizing taxable income in current and future periods• Directed compliance and tax provisions of large audited corporations, including consolidated groups with activities in most states to minimize tax and ensure accurate reporting• Represented clients before the IRS, working with revenue agents, IRS collections, taxpayer advocates, and the client to facilitate expedited resolution of missing documentation, settlement of tax debts, and removal of tax liens• Member of firm-wide Staff Management Action Team tasked with developing new processes and improving current staff efficiency and engagement while maintaining a positive work environment• Conducted bi-annual staff reviews, counseled on professional development and worked with them to set goals that foster advancing technical skills and improving leadership abilities and soft skills

• Planning and preparation to meet the complex public, private, and consolidated federal and state tax reporting requirements of large LLCs, partnerships, S corporations, and corporations in the following industries:-- Real Estate-- Casino-- Restaurant and Gaming-- Timeshare-- Retail and Wholesale• Preparation and review of quarterly and annual ASC 740 tax provision requirements for publicly traded and potential public companies.• Business advisory and tax compliance for small businesses, trusts, and high net-worth individuals• Correspond directly with the Internal Revenue Service on behalf of clients' IRS audits and notices• Managing projects assigned to staff, including setting deadlines, job supervision, and review of completed projects• Mentoring and training of tax staff• Firm e-file and GoSystems tax software administrator

• Planning and preparation for complicated consolidation tax reporting requirements of LLCs, S corporations, and corporations • Tax provision preparation for publicly traded companies and potential public companies• Supervision, training, and review of tax staff projects • Business advisory and tax preparation for real estate professionals and investors, healthcare professionals, and successful individuals • Firm e-file and tax software administrator

• Completed complicated tax returns and research projects for partnerships, corporations, consolidated "C" and "S" corporations, trusts, and high-income individuals with income up to the hundreds of millions