Jack Taylor, CPA

Jack approaches each engagement with a focus on building strong client connections while delivering high-quality service. No matter the complexity of the engagement, he makes the process smooth and collaborative for the client and his team members. Jack’s goal is to bring value beyond the numbers — serving as a dependable resource clients enjoy working with.

Jack began his career in public accounting in 2019, with a primary focus on serving clients in the investment industry. He specializes in performing and leading audit engagements for mutual funds, exchange-traded funds (ETFs), open- and closed-end interval funds, and series trusts. Jack has experience working with a broad range of funds — from emerging managers raising initial capital to well-established fund families with dozens of products across diverse investment strategies.

• Actively involved in the firm’s business development initiatives
• Pennsylvania Institute of CPAs
• American Institute of CPAs

Jack lives in Philadelphia, Pennsylvania, where he was born and raised. Outside of work, he enjoys going to the gym, dining out with his wife, watching Philly sports teams, and spending summer weekends “down the shore” with family and friends.