Julie Montrone Senior Manager


Julie has nearly 15 years of experience providing multi-state tax services to clients ranging from mid-market to large multi-national companies. Her expertise includes state tax planning, tax provision, and state tax compliance and consulting services for corporations and pass-through entities.

Prior to joining Mazars, Julie led the state and local tax team at Nomura Holding America, a U.S. subsidiary of a Japanese Investment Bank. She also has over 10 years of public accounting experience. Julie began her public accounting career at a Big Four Firm, where she provided consulting services to commercial clients, with a focus on pharmaceutical companies and telecom. She then moved to a large, regional firm, where she shifted her focus to compliance for financial service clients, specializing in private equity funds, broker-dealers, asset managers, investment partnerships and corporations.

Julie graduated from University of Pennsylvania with a Bachelor of Arts in Communications. She also received a Master of Business Administration from Baruch College, Zicklin School of Business. 

Industry Expertise

Asset Managers
Investment Partnerships

Financial Services
Private Equity

Service Specialties

Tax Compliance and Planning
Tax Provision
State and Local Tax

Tax Controversy
Tax Consulting

Licenses & Certifications

Certified Public Accountant – New York (CPA)



American Institute of Certified Public Accountants (AICPA)