Steve has 30 years experience in serving the tax needs of clients in a variety of industries including retail, distribution and manufacturing, professional services, technology and communications. In serving as lead tax engagement executive, Steve’s focus is identifying and executing value creating strategies to meet the needs of his clients in a variety of technical areas, such as revenue recognition, acceleration of deductions, research and experimentation credits, state and local tax minimization, M&A tax structures, international tax planning and tax implications of compensation programs.
Steve began his career in the Big Four arena and was admitted to partner with Ernst & Young in 1991. During his career with E&Y, he served many leadership roles including Southeast Area Industry Leader for Tax Services to the Technology industry. After 17 years with E&Y, Steve joined a regional CPA firm to expand the firm’s presence in the Atlanta area. In 2006, Steve accepted a new challenge when he joined CBIZ as National Tax Practice Leader. Steve’s current responsibilities include leading CBIZ’s tax practice nationally and overseeing the integration of the company’s 30-plus tax offices throughout the country and centralizing all related operational, quality control and tax procedure standards. In addition, Steve is responsible for identifying and leveraging tax solutions throughout the firm and is directly involved in key executive talent acquisition.