Jeffrey Saltzer
About Jeffrey Saltzer
Jeffrey Saltzer is a Tax & Business Services Partner at Marcum LLP, where he has worked since 2007. He previously served as President and Business Unit Leader at CBIZ and has extensive experience in tax strategy and business consulting for high net worth individuals.
Work at Marcum LLP
Jeffrey Saltzer has served as a Tax & Business Services Partner at Marcum LLP since 2007. In this role, he provides strategic advice to high net worth individuals on complex income, estate, trust, and succession issues. His expertise in tax and business services has contributed to the firm's reputation in the industry. Saltzer's extensive experience in tax planning and compliance allows him to guide clients through intricate financial landscapes.
Previous Experience at CBIZ
Before joining Marcum LLP, Jeffrey Saltzer worked at CBIZ from 1999 to 2007, where he held the position of President and Business Unit Leader in New York, NY. During his eight years at CBIZ, he developed a two-person CPA firm into a multi-disciplined professional services organization with a staff of 50. His leadership played a crucial role in attracting CBIZ's national platform of accounting firm mega-mergers.
Education and Expertise
Jeffrey Saltzer studied at the State University of New York at Albany, where he earned a Bachelor of Science (B.S.) in Accounting and Finance. He also pursued a Master's degree in Taxation at Bernard Baruch College of the City University of New York, which is currently pending completion. His educational background provides a strong foundation for his work in tax and business services.
Background in Tax and Accounting
Prior to his tenure at CBIZ, Jeffrey Saltzer worked in the tax and integrated services division at Deloitte & Touche's Manhattan office. This experience equipped him with a deep understanding of tax regulations and compliance, which he applies in his current role. Saltzer is also active as a lecturer and author on tax and accounting issues, sharing his knowledge with peers and clients.
Board Responsibilities and Community Involvement
Jeffrey Saltzer holds board responsibilities with various charitable and educational organizations, including the Variety Child Learning Center and the Arnold P. Gold Foundation. His involvement in these organizations reflects his commitment to community service and support for educational initiatives.