As a Tax Manager, Dylan prepares and files complex tax returns on behalf of clients, assists with federal and state audits, and responds to inquiries from regulatory agencies.
Dylan works with closely held businesses and high-net-worth individuals. Specifically, he assists with their tax, business planning, and accounting needs. Dylan is frequently assisting in year-end tax planning, decision-making analysis to reduce liabilities, deferred exchanges, and tax compliance.
Prior to joining LevitZacks, Dylan worked on the tax staff doing ultra-high-net-worth services for families and individuals at Seiler LLP in San Francisco. He transferred to Ernst & Young, LLP in 2018 to work as a Tax Senior in EY’s Private Client Services Group.
Dylan has a Bachelor’s Degree in Economics-Accounting from the University of California – Santa Barbara. His education has been effective in providing him with the foundational knowledge to understand business and accounting.
In his spare time, Dylan enjoys watching Padres games, boogie boarding on the beach, spending time with family and friends, and traveling when possible. Dylan joined LevitZacks in January 2022.