New York Wealth Management Group appoints New Tax Director

 In Geller, Private Client Tax, Private Clients, Tax Director, wealth managers

Geller Family Office Services LLC, a wealth management advisor based in New York, has announced the appointment of James A. Jacaruso, Jr. as tax director. His responsibilities include helping to manage its tax group, staff training, practice development, and all client-related functions such as compliance and tax planning.

Mr. Jacaruso brings more than twenty years of experience providing tax strategy, tax planning and tax services to high net worth families and individuals, partnerships and corporations. He has worked and supervised extensively on a wide range of tax matters for investment advisory firms and leading accounting firms based in New York.

Prior to joining Geller Family Office Services, Mr. Jacaruso was head of the tax department at Charles Pratt & Company, a family office and registered investment advisory firm in New York. He was previously a consultant on tax issues for Evercore Partners and Credit Suisse, and senior tax director at investment advisory firm KLS Professional Advisors Group. Early in his career he held senior tax positions at accounting firms Deloitte and Touche and Ernst & Whinney.

According to Maria Neary, managing director of Geller Family Office Services, “Jim Jacaruso adds significant tax management, client service and technical expertise to our tax group, headed by Charles Pomo. We welcome Jim’s leadership and grasp of challenging tax issues, which will be a huge plus for our clients and his colleagues at the firm.”

Mr. Jacaruso is a graduate of Hofstra University with a B.B.A. in public accounting.

Geller Family Office Services LLC is a multi-family office and federally-registered investment advisor providing objective wealth management services to high net worth families and individuals. It assists them with financial planning, investing, taxes, philanthropy, estate preservation, accounting, cash management and financial reporting.

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