Experience

Seaport Financial Partners

• United States
• Accounting
• 1 - 100 Employee

• Tax Director

  • Jan 2023 - Present

  Provide personalized tax planning and compliance services for high net worth families and clients with complex tax situations. Provide personalized tax planning and compliance services for high net worth families and clients with complex tax situations.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Services Tax Manager

  • Jan 2016 - Jan 2023

  Perform high quality review of complex tax returns, including individual, trust, corporate and estate returns. Extensive knowledge and experience handling hedge fund and Private equity K-1s, researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service. Perform high quality review of complex tax returns, including individual, trust, corporate and estate returns. Extensive knowledge and experience handling hedge fund and Private equity K-1s, researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables. Build effective long-term relationships with clients, understanding their unique needs to provide a tailored service.