James Philbin Location

Boston, MA, US

James Philbin Work

  • 2024 - now  Managing Director @ CBIZ
  • 2014 - 2024 Partner @ Marcum LLP
  • Partner @ Braver PC
  • 2002 - 2012 Executive Vice President @ Braver Wealth Management LLC
  • 1987 - 1990 Senior Accountant @ Tofias PC

James Philbin Education

  • Bentley University - McCallum Graduate School of Business

    MS (Taxation and Financial Planning)

    1998 - 2001
  • Boston College

    BS (Accounting and Economics)

    1980 - 1984
  • Boston Latin School

    Diploma (College Prep)

    1973 - 1980

James Philbin Skills

  • Finance
  • Auditing
  • Management Consulting
  • Tax
  • Investments
  • SEC filings
  • Strategic Planning
  • Tax Preparation
  • Financial Reporting
  • Start-ups

James Philbin Summary

James Philbin, based in Boston, MA, US, is currently a Managing Director at CBIZ. James Philbin brings experience from previous roles at Marcum LLP, Braver PC, Braver Wealth Management LLC and Tofias PC. James Philbin holds a 1998 - 2001 MS in Taxation and Financial Planning @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Finance, Auditing, Management Consulting, Tax, Investments and more. James Philbin has 2 emails and 1 mobile phone numbers on RocketReach.

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