In his role as Manager in the Tax Department, he supervises and coordinates activities of the tax staff and provides review and feedback on their work product. He has extensive experience with the preparation and review of tax returns for high-net-worth individuals, closely-held corporations, real estate partnerships, employee benefit plans, and nonprofits. Charles also works frequently with high-net-worth individuals on estate planning and gifting strategies, including estate and inheritance tax returns, gift taxes, and trusts.
Charles rejoined Louis Plung & Company in 2012 after working for Big 4 and regional accounting firms in Chicago and Pittsburgh. He also has corporate tax experience in the state and local tax department of an international office supplies manufacturer, where his job focused on tax compliance, tax planning, and state and local tax audits. He also received field experience in auditing while working at a Big 4 firm in Chicago.
Community Involvement and Professional Associations
- Allegheny Tax Society
- Notre Dame Club of Pittsburgh
- Host Committee, Christ the Divine Teacher Catholic Academy
- B.S., Duquesne University
- MBA, Taxation, University of Notre Dame Mendoza College of Business