Nov 09 Sax LLP Continues Growth with Addition of Six Partners in Multiple Advisory Sectors
Parsippany, NJ, November 9, 2023 – Sax LLP, a top 100 accounting tax firm, continues its growth with the appointment of five new partners – Joseph J. Bulger; Rory Cahill, CPA; Julio Jimenez, JD, LLM; Mateo A. Perezrodriguez; Peter J. Scalise; and Eric Lewandowski. The additions expand Sax’s areas of expertise so the firm can continue to provide clients with the necessary consultative services to help grow their businesses.
“The appointment of such established and recognized leaders in their respective specialty areas will help Sax continue to provide our clients with the highest quality of service. I welcome them to the firm and look forward to them becoming valued resources to our clients,” said Joseph A. Damiano, CPA, Sax LLP CEO and Managing Partner.
Joseph J. Bulger is a Partner at Sax and the firm’s Private Client Services Practice Leader. He provides a breadth of accounting, tax and advisory services for family offices, financial service executives, real estate developers, owners of privately held companies, and wealthy individuals. With over 30 years of tax experience, Bulger is a recognized expert in managing and preserving the wealth of high-net-worth families and addressing accounting, tax, and business issues. Bulger was a Partner in the Big 4 and a Managing Director and Founding Member of a high-net-worth tax boutique before joining Sax.
Rory Cahill, CPA, a Partner in the Tax Department at Sax, specializes in the taxation of corporations, partnerships, and high-net-worth individuals, with a particular focus on real estate. He works extensively with real estate funds, developers, owners, and operators on tax compliance and structuring matters. With over 15 years’ experience, Cahill is a noted expert on joint venture formations, mergers, acquisitions, and divestitures, both in the corporate and partnership context. Prior to joining Sax, he practiced in the real estate and mergers & acquisition practices of both Big 4 and national firms.
Julio Jimenez, JD, LLM, joins the firm as Partner-in-Charge of Sax’s Tax Controversy Practice, where he specializes in complex tax controversy issues, leveraging his IRS experience to represent clients successfully before taxation authorities. Prior to joining the firm, he served in technical leadership roles at the national office for two Big 4 public accounting firms, his own tax advisory practice, and the IRS National Office of the Chief Counsel in Washington DC, where he was involved in IRS examinations, litigation, and Department of Treasury published guidance.
Mateo A. Perezrodriguez joins the firm as a Partner and Strategy Lead for Sax’s Transaction Strategy & Transformation Practice both domestically and internationally. As a trained economist with an independent and applicable approach to strategy and execution, he is a functional expert in business diligence, merger/carve-out strategy, and execution. Throughout his 10+ year career, Perezrodriguez has advised privately held companies, their founders, and PE investors in the broad range of middle markets across the US, UK, the EU, Latin America, and Asia (Japan, Hong Kong, India).
Prior to joining Sax, Perezrodriguez was at KPMG Strategy, and was a founding member of the Merger Integration and Carve Outs (MICO) practice at FTI Consulting and the Strategy & Analysis group at AlixPartners. As an economist, he spent time at the Central Bank of Mexico (System of Payments and Settlements) and the UN at Geneva, Switzerland.
Peter J. Scalise serves as a Tax Partner and the Federal Tax Credits and Incentives Practice Leader at Sax. Scalise is a distinguished member of the Accounting Today Top 100 Influencers and has approximately 30 years of progressive Big 4 and Top 100 public accounting firm experience developing, managing, and leading large-scale tax advisory practices on a regional, national, and global level. He is a renowned thought leader in accounting and taxation with deep subject matter expertise in connection to designing, implementing, and defending sustainable methodologies for specialty tax incentives.
Scalise is a highly sought-after keynote speaker on specialty tax incentives, tax controversy matters, along with legislative updates and trends from Capitol Hill. He has recently been named the new Editor-in-Chief of CPA Magazine and has been extensively quoted in the media and frequently published in Accounting Today, NYSSCPAs CPA Journal /Tax Stringer, CPA Magazine, Parker Tax Publishing, and other nationally syndicated publications. He is also the Founding Chair of the Washington National Tax Roundtable hosting annual Tax Leadership Symposiums, annual Tax Summits, and quarterly Town Hall CPE Programs across the country.
Eric Lewandowski joins SAX as a Partner and Leader of the Transaction Strategy & Transformation practice. He has extensive experience advising private equity funds and corporations on buy-side and sell-side due diligence, growth strategy, performance improvement, cost optimization, and other consulting services.
Prior to joining SAX, Eric served as a Managing Director at a Big 4 firm and was the Chief Operating Officer (COO) for a private equity-owned manufacturing company.
About Sax LLP
Sax LLP is a Top 100 accounting, tax, and advisory firm serving the needs of privately held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. With offices in Parsippany, NJ, Ewing, NJ, New York City, NY, and Mumbai, India, Sax has specialized expertise that benefits clients in our largest vertical markets. Sax provides added value to clients through advisory services that include but are not limited to Cybersecurity and Managed IT, Investment Banking, Transaction Advisory, HR Consulting, Valuation, Forensic & Litigation and Wealth Management. Sax has been nationally ranked and listed among the Top Accounting Firms by NJBIZ, INSIDE Public Accounting (IPA), Accounting Today and Forbes. For more information, please visit www.saxllp.com.
