Julie Jurosic
Toledo, Ohio Metropolitan Area,United States
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Julie Jurosic is a highly accomplished Certified Public Accountant and Managing Director at KPMG US, based in the Greater Chicago Area. With nearly two decades of experience, she specializes in Mergers & Acquisitions (M&A) Tax, providing expert advisory on complex transactions. Julie has a strong background in tax due diligence, tax structuring, financial modeling, and post-acquisition integration. She is known for her strategic thinking, meticulous attention to detail, and her ability to guide clients through the intricate tax implications of their M&A activities, helping them to optimize value and mitigate risks. Her work primarily focuses on advising corporate clients and private equity firms on both domestic and international deals.
Professional Summary
Julie Jurosic's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Managing Director at KPMG US
Leads and manages M&A tax advisory services, overseeing complex projects and client engagements, demonstrating significant leadership and expertise in the field.
Specialization in M&A Tax
Developed deep expertise in tax due diligence, tax structuring, and integration for mergers, acquisitions, and divestitures, becoming a go-to advisor for intricate deal-related tax matters.
Long-standing Tenure and Progression at KPMG
Demonstrated consistent high performance and career growth within a leading global professional services firm, progressing to a senior leadership role.
Trusted Advisor to Key Clients
Successfully advised numerous corporate and private equity clients on high-stakes transactions, helping them navigate tax complexities and achieve favorable outcomes.
Educational Background
Bachelor of Business Administration, Accounting
The University of Toledo - Year 1994
Coldwater High School - Year 1990
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Company Overview
Anchor Financial ServicesAnchor Financial Services is an independent wealth management firm headquartered in Tampa, Florida. They offer comprehensive financial planning, investment management, retirement planning, and insurance services tailored to individuals, families, and business owners. Their approach focuses on building long-term client relationships through personalized advice and customized financial strategies designed to help clients achieve their financial goals and secure their future.
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