Executive Tax Analyst
As a member of Sage’s tax services team, Alec works with clients, and Sage’s wealth management teams to provide clients with integrated tax strategies. Alec’s role includes reviewing client tax returns, identifying tax planning opportunities, and analyzing clients’ individual tax situations to make sure they are realizing optimal tax savings.
Prior to joining Sage, Alec was a Senior Audit Associate at Tait, Weller, and Baker, LLP where he assisted with mutual fund and investment company audits. He graduated cum laude from Muhlenberg College with a B.A. in political science and business. He then went on to also earn a B.S. in Accounting from Alvernia College and acquire his CPA license.
Alec lives in Collegeville and is very active with family, friends, and in his church.
What inspires you about your job?
The opportunity to help clients achieve their financial goals by providing insight into their current and future tax position.
What particular qualities do you have that contribute to the Sage team and the client experience?
I love to be a part of a cohesive team and to fulfill the responsibilities of my role to the best of my ability. To that end, I am detail-oriented with a strong analytical skill set developed as a CPA, and I am steadfast in my determination at responding to challenges and providing solutions to complex problems.