Lead compliance for complex exempt-organization filings (Forms 990/990-PF/990-T, schedules, state filings). Advise on UBIT/UBTI analyses, PRIs, joint ventures, partnerships/LLCs, and alternative investments. Guide exemption matters (Forms 1023/1024, reorganizations, public-support tests) and handle IRS/state controversy support. Partner with audit/advisory teams on tax topics related to financing, bond compliance, endowments, and contributed-revenue models. Drive client experience and growth by scoping, pricing, leading proposals, and cultivating C-suite/board relationships. Lead and coach managers/seniors/associates, set expectations, deliver feedback, and build training content. Contribute to practice leadership by refining methodologies, strengthening workflows, and advancing data/automation. Champion sustainable workplace practices and remote-first operations.