Teams at Crowe Global

Leads client discovery, requirements gathering, functional design, and configuration of Microsoft Dynamics 365 and Power Platform solutions. Translates business objectives into user stories, process flows, workflows, and solution requirements; conducts functional testing and supports user acceptance testing. Manages functional workstreams, risks, dependencies, and deliverables while serving as liaison between clients and technical teams. Supports adoption through demonstrations, training, documentation, and knowledge transfer, while mentoring junior staff and applying AI tools to delivery.

Consults with public sector clients on HCM and payroll technology implementations. Analyzes business processes, gathers requirements, develops recommendations, writes Agile user stories, supports testing and reconciliation, documents processes, presents findings, and monitors project delivery. The role also contributes to client relationships, proposals, and business development while collaborating with project managers and implementation teams.

Manage complex tax engagements for ultra-high-net-worth families, family offices, trusts, and related entities. Provide estate, gift, trust, charitable giving, wealth transfer, domestic, and cross-border tax advice; optimize strategies and mitigate risk. Oversee client deliverables and engagement economics, advise clients and external professionals, develop relationships, identify opportunities, and coach junior tax professionals. Maintain expertise in tax law, regulations, technology, and tax transformation.