Jason O.
About Jason O.
Jason O. is a Tax Supervisor with extensive experience in tax and accounting roles across various firms. He currently works at Marcum LLP and has held positions at Baker Tilly US, Friedman LLP, and other organizations throughout his career.
Current Role at Marcum
Jason O. serves as a Tax Supervisor at Marcum LLP, where he has been employed since 2022. In this role, he oversees tax-related tasks and provides guidance on tax compliance and planning for clients. His responsibilities include managing tax returns, advising on tax strategies, and ensuring adherence to relevant tax laws and regulations.
Previous Experience in Taxation
Before joining Marcum LLP, Jason O. held various positions in tax-related roles. He worked at Friedman LLP as a Tax Supervisor for three months in 2022 and as a Tax Senior for eight months from 2021 to 2022. He also spent two months at Baker Tilly US as a Senior Tax Associate in 2021. His experience in these roles contributed to his expertise in tax compliance and advisory services.
Accounting Background
Jason O. has a solid foundation in accounting, having worked in several accounting positions. He served as a Junior Accountant at JRH & Associates, Inc. for nine months in 2018 and at John W Halloran, CPA for eleven months from 2018 to 2019. Additionally, he gained early experience as an Accounting Intern at Gentile Brengel & Lin LLP for one year from 2016 to 2017.
Educational Qualifications
Jason O. earned a Bachelor of Arts in Accounting from Queens College in 2019. His education provided him with the knowledge and skills necessary for his career in taxation and accounting. This academic background supports his professional roles in various accounting and tax-related positions.
Customer Service Experience
Earlier in his career, Jason O. worked as a Customer Service Representative I at TD for two years from 2015 to 2017. This role involved assisting customers and addressing their inquiries, which helped him develop strong communication and problem-solving skills applicable in his subsequent accounting and tax positions.