Jackie Kandray

Jackie is a Manager in our Private Client Services department with over nine years of public accounting experience. She specializes in serving high-net-worth individuals and families, providing tax planning and compliance services with expertise in individual and trust taxation.

Jackie delivers personalized guidance and practical tax strategies tailored to each client’s unique financial goals. She takes a proactive approach to helping clients navigate complex tax matters while identifying planning opportunities throughout the year.

Jackie earned her Bachelor of Science in Accounting from Miami University and is a Certified Public Accountant (CPA). She is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA).

Outside of work, Jackie enjoys running, reading, and spending time with her family.

Specializations

• High-Net-Worth Individuals
• Individual Taxation
• Trust Taxation
• Tax Planning & Compliance

Education

• Bachelor of Science in Accounting, Miami University

Certifications

• Certified Public Accountant

Professional and Civic Memberships and Activities

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)