Sagemont Advisors is your trusted partner for tax and regulatory reporting advisory services. Our expertise and unwavering commitment are dedicated to optimizing tax positions and enhancing the economic well-being of our clients.


Finance

Sagemont Tax

Sagemont Tax's headquarters in Fort Lauderdale, FL, United States

Kenneth Dettman

Kyle Morabito

Maxwell Burns

Randy Simon Ceo

Victoria Beck

Joe Depeder

Kristen Utterback

Casey Finigan

Kathryn Potler

The Leadership Team at Sagemont Tax is responsible for setting the strategic direction of the company, driving growth initiatives, and fostering an inclusive workplace culture. This collaborative team of executives oversees operations, marketing, and human resources, ensuring that the company's objectives align with client needs and regulatory standards while enhancing overall performance and employee engagement.

Leadership Team

The Financial Operations Team at Sagemont Tax plays a crucial role in managing the internal financial processes and ensuring compliance with tax regulations. Comprising specialists in IRS tracking, a Controller, and an Accounting Manager, the team focuses on optimizing financial reporting, tracking regulatory changes, and enhancing operational efficiency to support the overall goal of maximizing clients' tax positions.

Financial Operations Team

This department specializes in collecting, analyzing, and interpreting data to inform decision-making processes.

Analytics Department

The Client Services Team at Sagemont Tax is responsible for ensuring exceptional client satisfaction by managing relationships and addressing client inquiries regarding tax and regulatory reporting services. They coordinate communication between clients and internal teams, streamline operations, and provide tailored guidance to help clients optimize their tax positions effectively. Their collaborative efforts contribute to enhancing the overall client experience and driving the firm’s commitment to client centricity.

Client Services Team

This department is responsible for driving revenue through the sale of products and services.

Sales Department

This department manages client relationships and ensures successful onboarding and ongoing support for clients.

Sagemont Tax

Org chart

Teams

Leadership Team

Financial Operations Team

Analytics Department

Client Services Team

Sales Department

Client Services

Offices

Sagemont Tax

Org chart

Teams

Leadership Team

Financial Operations Team

Analytics Department

Client Services Team

Sales Department

Client Services

Offices

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