With 35 years of professional experience, including auditing and providing tax compliance and advisory services to domestic and multinational insurance companies, Jeffrey is EY Americas Financial Services Tax Account Leader in Insurance. Having worked with property and casualty, life, health, captive and reciprocal insurance companies, he also has 28 years of tax experience.
His extensive knowledge includes IFRS implementation, tax remediation, consolidated life/non-life company planning and reporting, IRS exam audit defense, life and annuity tax reserving methodology planning, captive reinsurance planning, reinsurance transaction tax modeling, designing risk management frameworks, internal control system implementations, financial restructuring and business modeling, enterprise cost reduction programs, purchaser due diligence of insurance operations, IPO tax support and project management.
He holds an LLM in Taxation from the New York University School of Law, a JD from Rutgers Law School and a BBA-CPA in Accounting from Pace University’s Lubin School of Business.
How Jeffrey is building a better working world
“In working with clients and teams, I seek to build a strong, trusting relationship by acting in the clients’ best interest. That entails understanding clients’ businesses, their tax concerns and management expectations as well as identifying the EY personnel and services that will provide the most value to each client. Additionally, I try to provide interesting challenges and projects for my team members, so that they have a broad range of tax experiences to help them grow into well-rounded tax and business professionals and develop the traits of future leaders.
I am embracing how tax functions will need to transform to be able to operate effectively in the new digital economy and with other regulatory and market disruptors, and linking that understanding to how EY can assist clients in this journey.”