Eugene Sung

• Co-lead the Northern California geographic tax office at a top 20 firm within the "PHB" (Privately Held Business) department.
• Establish and maintain a $3M book with an industry emphasis in real estate and technology.
• Develop strong relationships with other departments, referral sources and industry contacts; resulting in year-over-year increases from $1.3M of tax and cross-sell wins in 2023 to forecasting $1.75M total wins in 2024.
• Implement a transparent, technical, sustainable, and successful growth oriented culture with low turnover and strong team engagement.
• Collaborate with industry leads, specialty teams (Credits, Cost Segregation, International, SALT, etc.), audit, and consulting to strengthen market presence and provide consistent value to existing clients and prospects.

Brought on to establish and maintain strong relationships with a select group of ultra-high net worth clients and related closely held entities at a 250+ person regional firm with a considerable reputation for servicing multi-generational premier clientele.

Reinforced professional experience at a multi-service mid-sized regional accounting and advisory firm dedicated to offering a full line of services to clientele.

Built pass-through entity technical expertise at a firm specializing in the mortgage lending industry.