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.

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.

Leads financial crime consulting engagements for banks, fintechs, money service businesses, and payment providers. Responsibilities include designing compliance programs, managing teams and multiple projects, developing client and technology partnerships, delivering analytics and compliance solutions, expanding market presence, and overseeing financial crime management system implementations. Requires substantial financial crime compliance or consulting experience, team leadership, model risk management knowledge, strong communication, and project management capabilities.