Jacob is a Managing Director and the CBIZ Marks Paneth Private Client Services Lead. Located in our New York City office, he has been serving clients since 1992. A CPA and JD, Jacob is a national expert in family business and individual tax services.
He is known for his capability in serving high-net-worth individuals, and knowledge of trust & estates, and business taxation consulting.
Prior to joining CBIZ Marks Paneth, Jacob worked at global professional services firms.