Professional Experience:
Jerry is a vice president in the firm’s tax department and is the director of the state and local tax (SALT) practice. He consults and advises clients in all aspects of state and local tax matters including state income, franchise, sales and use, property and payroll taxes. Jerry is also a member of the firm’s transaction advisory services team.

During his career, Jerry worked with a diverse client base in a variety of industries including software, biotech, pharmaceutical, manufacturing, retail, energy, and investment. He also has significant experience in analyzing and developing tax efficient business structures, identifying and implementing state tax minimization strategies, assisting with mergers and acquisitions and audit defense. Jerry actively monitors significant Massachusetts and multi-state tax legislation, speaks at industry tax seminars, and conducts internal training courses.

Jerry has over 20 years of state and local tax experience, 16 years of which working in large public accounting firms, including 13 years of “Big Four” experience, where he held leadership positions in the state and local tax and mergers and acquisitions groups. In addition to his public accounting experience, he has worked as an attorney and as an auditor and audit supervisor for the Massachusetts Department of Revenue. Jerry is currently serving a two-year term as the Co-chairman of the Boston Bar Association’s State & Local Tax Committee.
 

Educational Background:
Suffolk University School of Law: Juris Doctorate
Nichols College: Bachelor of Science degree in Accounting

Memberships:
Admitted to the Massachusetts Bar
Former Director – Yarmouth Chamber of Commerce