Jessica Wolff

Jessica Wolff is a Senior Tax Manager with nearly 15 years of accounting experience. She provides tax planning, compliance, review, and advisory services to individuals, not for profit organization, and clients in the financial services industry. Jessica also provides various financial planning services for high net worth individuals, including cash flow planning. Her expertise includes the preparation of individual, trusts, private foundations, and gift tax returns.

Prior to joining the firm, Jessica was a Tax Manager with a regional boutique accounting firm that specializes in entities and individuals in the financial services industry, predominantly hedge funds and private equity firms. She provided tax planning, compliance, review, and advisory services to individual clients, and not for profit entities. She also co-chaired and chaired the firm’s not-for-profit practice, in addition to internal training programs for staff.

Jessica also participates with internal training of new hires throughout the year, in additional to training for the annual 1040 internal update.