As a Tax Manager, Kristi reviews and manages tax clients by leading complex tax engagements, managing staff workflows and deliverables, overseeing the preparation of complex tax returns, and providing tax research and planning services to a diverse client base. She has experience working with small businesses, individual, trust and estate taxation, and not-for-profit clients.
Kristi plans and manages tax engagements ensuring compliance with applicable tax law, client satisfaction, within time and budgetary constraints. As a trusted advisor, she recognizes opportunities to provide services to existing clients and develops new client contacts and relationships. Additionally, she coaches and motivates junior tax staff to grow professionally.
Kristi joined CSH in June 2023.
