Brandon Taylor, CPA, serves as Tax & Finance Manager at Taylor Capital, where he supports the firm’s tax strategy, financial operations, and transaction execution. His responsibilities include fund reporting, tax analysis, and audit coordination, as well as supporting M&A activity and acquisition due diligence across Taylor Capital’s real estate platform.
Brandon works closely with the Chief Investment Officer to analyze transaction structures, evaluate financial impacts, and ensure the tax efficiency of the firm’s investment activities. He plays a critical role in integrating tax and financial considerations into the broader deal process.
Prior to joining Taylor Capital, Brandon was a Senior Associate at PwC in Charlotte, where he advised private companies and partnerships on complex tax matters, mergers and acquisitions, and compliance. He also served as a PwC AI Champion, leading initiatives that applied AI tools to improve tax workflows and client delivery.
Brandon is a licensed CPA in North Carolina and holds both a Bachelor’s and Master’s degree from UNC’s Kenan-Flagler Business School. He also completed international business studies at Copenhagen Business School in Denmark.