- Oversee, direct, and execute 100+ property and corporate financial statements, GAAP & IFRS audits, and tax returns for commercial retail, office, industrial, multi-family, and family estate entities- Responsible for the hiring, management, leadership, and mentoring of 15+ accountants- Construct and implement automation tools for financial statements, cashflow, budgets to actual reports, and TICAM reconciliations - Issued first IFRS audit in company history to reduce personal recourse debt guarantees and portfolio loan to value percentage- Structured legal entities for debt and equity investments - Review, negotiate, and analyze loan refinance agreements and health, property, and casualty insurance policies- Created and manages a dynamic cashflow and treasury management system for financial planning and forecasting- Leader of companywide tax strategies and real estate appraisal program- Developed training program to teach company on controllable, non-controllable, recoverable, and non-recoverable expenses to collaborate with leasing, development, property management, and accounting- Constructed and deployed tenant online portal for collecting rent payments, property management maintenance service requests, and communication with tenants

- Supervised the preparation of tax returns for entities in commercial real estate, renewable energy, and private equity - Led, supervised, and mentored teams of 25+ associates, seniors, and managers- Created business and tax structuring plans for various public and private REITs and YIELDCOs- Acted as one of the firm’s subject matter experts in accounting and taxation of renewable energy and real estate- Built complex financial and tax HLBV models to support clients during SEC and IRS audits- Public speaker, author and editor of accounting journal articles on renewable energy and real estate

- Prepared federal and state tax returns for various structures and individuals focused in commercial real estate - Created personalized technology solutions for client’s income tax provision and compliance - Member of the Michigan State University development program to educate college students and interns

- Prepared federal and state tax returns for real estate entities focused on commercial and multi-family real estate- Assisted with the growth and teaching of the firm’s LIHTC real estate group- Created technology solutions and teaching programs for clients to understand and maintain compliance with low-income housing requirements

- Worked directly with IRS, state, and city tax collection agents to settle client tax liabilities- Developed technology solutions to automate repayment options for client’s struggling with tax obligations- Assisted clients throughout various federal and state tax audits