Jason is an accomplished professional with broad accounting, financial, and tax experience. In his role as Senior Manager, Jason provides accounting, tax planning and coordination, financial management and business consulting services to JDJ clients. Jason directs both the day-to-day accounting operations such as budgeting and cash flow management, as well as the full financial reporting process. Jason is committed to providing outstanding service to clients and advisors. As part of his corporate responsibilities, Jason helps allocate and manage team resources, monitors workflow, and mentors and trains staff.
Prior to joining JDJ in 2015, Jason held the role of Tax and Accounting Supervisor at a regional CPA firm in Indiana. In this role he prepared tax returns and developed tax planning projections and strategies for individuals and businesses. Jason also facilitated the formation of S-corporations, partnership and shareholder compensation arrangements, and new business purchases on behalf of his clients.
Jason began his career as an auditor at a tax, advisory and audit firm in Indianapolis where he performed financial audits for organizations in the sports, healthcare, manufacturing, and real estate industries and performed investment testing for 401(k) plans and ESOPs.
Jason holds a Bachelor of Science degree in Management, with a Certificate of Advanced Accountancy from Purdue University. Jason is a Certified Public Accountant and has earned the designation of Personal Financial Specialist. Additionally, he is a Certified User of QuickBooks and QuickBooks Online. Jason is also a member of the Boston Estate Planning Council and the Massachusetts Society of CPAs. Jason serves as JDJ’s in-house tax expert, keeping the firm updated on tax law changes. He is also a lead facilitator of JDJ’s Risk Management Committee.