Tax Manager

Jourdan Farrell, CPA ®

Jourdan has joined the Perlson team as a Manager working with clients in the family office division assisting with planning for tax, trust, financial, and cash flow management. Jourdan specializes in tax planning, compliance, research, and consulting for closely held businesses and high-net-worth individuals. Jourdan’s day-to-day responsibilities include reviewing and analyzing complex partnerships, corporate and individual returns, and multistate review and analysis. He will use his 10 years of experience in accounting to oversee and manage the day-to-day needs of our clients, as well as build and maintain strong relationships with his clients and associates. He takes pride in coaching, mentoring, and assisting staff to help develop their careers.
 

Education:

University at Albany, Bachelor of Science in Accounting

Get To Know Jourdan

1. What about your job inspires you?

Being a trusted advisor and contributing to the financial success of my clients.

2. What are your hobbies and interests outside of work?

Spending time with my family, golfing, and hiking

3. How would you describe yourself in three words?

Dedicated, Hardworking, Ambitious