Lead global M&A, investments, and post-closing tax integration/compliance. Partner with internal and external stakeholders on structuring, perform tax modeling (e.g., Sections 382/383), research complex tax issues, manage income tax audits, and support Treasury, state planning, and special tax projects.

Lead and own federal bank examinations for Block affiliates, serving as primary regulator contact. Manage exam cycles from First Day Letter through remediation, coordinate cross-functional responses, maintain institutional examination history, and build sustaining relationships with federal regulators to ensure examination readiness and regulatory compliance.