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 | Pharmaceutical | Financial Services |
Service Specialties | Tax Compliance and Planning | Tax Controversy |
Licenses & Certifications | Certified Public Accountant – New York (CPA) |
|
Memberships | American Institute of Certified Public Accountants (AICPA) |
Want to know more?
Pages associated to Julie Montrone
Insights
- New York and Pennsylvania enact sales tax Nexus rules pursuant to Wayfair
- Oregon Corporate Activity Tax – new year, new tax
- New Jersey Governor signs bill to provide SALT cap workaround
- Connecticut introduces 2019 tax year changes
- New Jersey provides updated guidance on GILTI reporting for S corporation shareholders
- New York Governor proposes pass-through entity tax as a workaround to the $10,000 SALT deduction limitation
- New York 2021-2022 budget is signed by Governor Cuomo, increasing tax rates on the wealthy
- California FTB issues memorandum updating guidance related to P.L. 86-272 and business activities conducted over the internet
- New York Supreme Court upholds Tax Appeals Tribunal decision to disallow broker-dealer sourcing methodology for single member