Jackie Orea

Managing Director at Andersen Tax LLC

Jackie Orea

Jackie Orea

Managing Director at Andersen Tax LLC

Biography

Jackie Orea has over 17 years of experience in delivering tax services to public and private corporate enterprises. As a member of Andersen Tax’s State and Local Tax group, Jackie specializes in the sales /use tax and credits and incentives area. She has assisted clients with various multi-state sales use tax and property tax issues including audit defense, compliance, restructuring projects and consulting on various transactions. Jackie manages the tax function for clients without an internal tax department. She has assisted clients in obtaining refunds for a variety of statutory credits aggregating millions of dollars and obtained training grants. While she now focuses primarily on sales /use tax and credits and incentives, Jackie also assists clients on their multistate corporate tax income/franchise tax issues.

Jackie has served a wide variety of clients, including manufacturers, retailers, financial institutions, pharmaceutical companies, Internet service providers, software companies, and entertainment companies.

Before joining Andersen Tax, Jackie had experience with an international professional services firm providing various state and local tax consulting services to multi-state clients. She also held Tax Manager positions at a large financial institution and a leasing company and was a former Sales and Use Tax auditor with the Massachusetts Department of Revenue.

Jackie is a Certified Member of the Institute (CMI) for Professionals in Taxation.

Overview
RelSci Relationships

347

Primary Location

San Francisco, CA, United States

Contact Data
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Relationships
RelSci Relationships are individuals Jackie Orea likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Director, Central Region at Andersen Tax LLC

Relationship likelihood: Strong

Managing Director/Board Member at Andersen Tax LLC

Relationship likelihood: Strong

Managing Director at Andersen Tax LLC

Relationship likelihood: Strong

Managing Director at Andersen Tax LLC

Relationship likelihood: Strong

Managing Director at Andersen Tax LLC

Relationship likelihood: Strong

Managing Director at Andersen Tax LLC

Relationship likelihood: Strong

Managing Director/Board Member at Andersen Tax LLC

Relationship likelihood: Strong

Managing Director/Board Member at Andersen Tax LLC

Relationship likelihood: Strong

Managing Director at Andersen Tax LLC

Relationship likelihood: Strong

Co-Founder at Andersen Tax LLC

Relationship likelihood: Strong

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Jackie Orea
Managing Director at Andersen Tax LLC
Education
BS in Accounting

Boston University (most commonly referred to as BU) is a private research university located in Boston, Massachusetts. The university is nonsectarian, but is historically affiliated with the United Methodist Church. The university has more than 4,000 faculty members and 29,000 students,and is one of Boston's largest employers. It offers bachelor's degrees, master's degrees, and doctoral degrees, and medical and dental degrees through 18 schools and colleges on two urban campuses. The main campus is situated along the Charles River in Boston's Fenway-Kenmore and Allston neighborhoods, while the Boston University Medical Campus is in Boston's South End neighborhood. BU also operates 75 study abroad programs in over 33 cities in over 20 countries and has internship opportunities in 10 different countries (including the United States and abroad).

Career History
Managing Director
2006 - Current

Andersen Tax is an independent firm in the United States, provides tax, valuation, financial advisory and consulting services including executive financial planning, individual and fiduciary, liquidity event planning, real estate taxation and transfer pricing services. The company specializes in full service individual & business entity tax compliance & consulting. The company is headquartered in Fort Washington, PA.

Sales & Use Tax Auditor
Prior
Other Affiliations

Jackie Orea is affiliated with Andersen Tax LLC, Massachusetts Department of Revenue

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