Business Experience

Joseph G. Sullivan is the Lead Managing Director of the Tax & Advisory Group at CBIZ MHM, LLC of Philadelphia.

His areas of professional experience include federal, state and local taxation and business planning for closely held businesses, publicly traded and SEC-registered companies and high net worth individuals.

Mr. Sullivan has more than 25 years of experience in all areas of taxation. Beginning his career in 1983, he served for two years as a tax accountant with a national title insurance company. Thereafter, he joined a regional CPA firm and progressed in the firm to the level of Managing Tax Director.

Mr . Sullivan currently manages a staff of more than 40 tax professionals and coordinates tax compliance, research and planning for the company. Along with his responsibilities for tax compliance, Mr. Sullivan provides a range of other services to both commercial and not-for-profit clients, such as strategic tax planning and research, transactional analysis for mergers and acquisitions, representation before federal, state and local tax authorities, financial planning, strategic affiliations, business valuations, FAS 109 analysis, state and local tax nexus studies, reverse sales tax audits and estate and business transition planning.