James “Jim” Kelleher
Managing Director

Jim has more than 27 years of federal and state tax experience focused primarily on mergers and acquisitions. Most of his career has been focused on state direct and indirect taxes.  He has technical knowledge of tax issues and how matters should be presented on returns.  His experience includes both Big 4 and corporate. Jim understands the sales tax treatment of contracts in industries such as software as well as the coding of revenue accounts into tax engines. He has handled the most complex state income and franchise tax issues for both corporate and pass through structures. He understands how to communicate significant issues and how to mitigate them.