Jake has enjoyed a varied career working in a number of divisions including audit, tax consulting and now as a partner in our Private Business and Family Advisory team.
Jake’s passion is working with small to medium enterprises, both the business itself and the owners. By servicing both the business and the owners, Jake is able to ensure optimal tax outcomes.
He has a particular focus on income tax advisory, assisting his clients with problematic and complex tax questions which arise.
Jake’s extensive experience representing clients in negotiations with the Tax Office has assisted his clients in reaching favourable outcomes.
Jake leads the firm’s Employee Share Scheme (ESS) service, where he provides comprehensive strategies that aim to align company objectives with employees’ interests. Jake takes a step-by-step approach in our ESS projects, giving businesses the space to address important matters, make choices, and move forward at their own pace.
Continual learning is an important part of Jake’s DNA. Not only for himself but he is passionate in ensuring that others around him are learning and growing as well. He is heavily involved in providing tax training for the firm and more broadly, at external events through the Tax Institute and other training organisations.
Drawing from his extensive experience, Jake seamlessly integrates complex tax matters with practical business considerations, ensuring that his advice is both commercially viable and tailored to his clients’ needs.
Jake believes that truly understanding a client is more important than ever as “too many advisors get fixated on the immediate issue before them but forget the wider importance. Forming strong relationships with clients allows an advisor to have a holistic understanding of a client’s affairs and provide real value.”
Qualifications and memberships
- Bachelor of Commerce
- Masters of Taxation, Sydney University Law School
- Graduate Certificate of Chartered Accounting Foundations
- Graduate Diploma of Chartered Accounting
- Member, Chartered Accountants Australia and New Zealand (CA ANZ)
- Member, The Tax Institute
