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James is a Tax partner with over 20 years of experience at Ernst & Young LLP (EY US). He currently leads the fiduciary trust tax services practice and the fiduciary trusts and estates accounting services team at EY US. Additionally, he works closely with wealth managers on the design and development of innovative tax operating models.
James also leads the Americas Financial Services Tax and Finance Operate Managed Services team, leveraging his deep experience in tax technology and process optimization to enhance service delivery and drive long-term value for EY clients. He also serves as a banking and capital markets tax account leader, providing major financial institutions with pivotal guidance on transforming the fiduciary tax function.
James holds a BS in Accounting from Penn State University.
How James is shaping the future with confidence
James is committed to shaping a confident future for his clients by embracing innovation and staying ahead of industry trends to deliver strategic tax solutions that foster growth.