United States
Senior Tax Manager specializing in high-net-worth individuals and family trust taxation. Provides guidance on complex trust and gift tax matters, optimizes tax strategies, and supports clients’ long-term financial goals. Experienced in preparing and analyzing personal, trust, and gift tax returns.
Leads the high net worth client and trust tax team, providing strategic tax planning and compliance guidance.
Manage tax projects, optimize trust and gift tax solutions, and support client wealth planning.
Prepare personal, trust and gift tax returns, and participate in trust structure analysis and planning.
Accumulate high net worth client and trust tax experience to support daily tax filing and compliance work.