Jacob is a seasoned accountant with 15 years of experience in public accounting, providing top-tier tax planning and compliance services to high net-worth individuals, family offices, and companies across various industries. Since 2019, he has been a valuable member of the firm, working closely with clients to deliver exceptional service and collaborating with other service providers as needed. He is a true generalist with expertise in all areas of taxation, including high net-worth, corporate, partnership, trust and derivatives, REITs, international, not-for-profits, UBTI, and more. His extensive technical knowledge and expertise strengthen the firm’s service offerings and add significant value to the client base.
Before joining the firm, Jacob was a manager at Ernst & Young LLP, where he oversaw tax compliance for international and domestic real estate and infrastructure funds and provided transactional planning and advisory services for complex partnership structures. Prior to that, he has also managed tax compliance and reporting for Public and Private Real Estate Investment Trusts (REITs), including REIT testing, year-end dividend reporting, and tax due diligence for real estate purchases