- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
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- Date of Birth:
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Tax director at public accounting firm with over 12 years of public accounting tax experience with extensive technical knowledge of REITs, partnerships, corporations and related M&A activities. Knowledge of many best practices utilized by public and private real estate, management, health care, hedge fund and private equity companies. Extensive experience managing and teaching others in a fast-paced learning environment with high performance expectations.
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PricewaterhouseCoopers LLP – City, STATE,
- Manages partner team of 10 people to ensure client deadlines are met, staff developed professionally, and efficiencies are achieved. Current annual revenue managed exceeds $3.5 million.
- Successfully multi-task many tax consulting and compliance projects simultaneously and demonstrates the ability to prioritize workload.
- Achieved status as a tax technical leader within the real estate team and financial services department.
- Participated in 2 year "tour of duty" at PwC's national tax office in Washington, DC.
- Developed a wide range of client experiences crossing many industries through pro-activeness and intellectual curiosity.
- Evaluates staff semi-annually and acts as a mentor to many members of my team.
- Develops content for, and instructed at local and national PwC tax conferences.
Northeastern University - Boston, MA
- Graduated with Honors
- Internships included PwC (twice) and Boston Properties, Inc.
- National Association of Real Estate Investment Trusts
- National Association of Enrolled Agents
- Treasurer of The Needham Community Development Company
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