Drive strategic client engagements and new business opportunities. Lead presentations, analyze financials for complex deals, and mentor junior team members while building strong relationships with senior executives to meet client objectives.

Take ownership of state and local tax compliance, ensuring accurate reporting and efficient processes while mentoring junior staff, collaborating with stakeholders, and navigating multistate regulations for partnership entities.

Drive impactful marketing strategies for the intermediary distribution channel, focusing on campaigns, client engagement, and product adoption. Collaborate with teams to create targeted content that elevates brand awareness and strengthens client relationships.