Experience
Jonathan San Solo is a director in Citrin Cooperman’s New York City and New Jersey offices. Jonathan has been providing assurance and attestation, tax, and business consulting services to closely held businesses and private clients for more than 10 years. An experienced auditor with a strong understanding of complex tax and accounting issues, Jonathan also provides expertise in transaction advisory services.
Jonathan has extensive experience in the real estate and professional services industries. His work in the real estate sector involves overseeing assurance engagements for private real estate funds and managing the tax compliance for the respective funds and joint ventures. His experience extends to operational and internal control risk assessments, cash flow analysis and forecasting, as well as tax consulting, including advising on techniques to maximize tax advantages. In addition to his vast real estate experience, Jonathan provides wide-ranging business consulting and advisory solutions, assurance services, and tax compliance for a number of regional, national, and international law firms. His knowledge provides law firms with insight to partnership agreements, partner compensation structure, succession planning, and profitability analysis.
Jonathan was previously a senior manager at Berdon LLP, which joined Citrin Cooperman in 2023.
CREDENTIALS
Education
Bachelor of Science in Accounting, Yeshiva University, Sy Syms School of Business
Licenses
Certified Public Accountant in the State of New York
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New York State Society of Certified Public Accountants (NYSSCPA)
Member, Association of Legal Administrators (ALA) – New York City Chapter
Advisory Board Member, Urban Law Institute (ULI) – Northern New Jersey Chapter
Presentations & Publications
Jonathan has authored articles on law firm finances and management and has presented on financial stability and operating efficiency for lawyers to the New York State Bar Association and the Association of Legal Administrators – New York City Chapter.
WORK-LIFE BALANCE
Community Involvement
Jonathan is deeply involved in youth sports and is an active fundraiser for local community charities.
Outside the Office
Jonathan enjoys playing golf, when not running around outside with his children.
Get in touch with Jonathan S. San Solo today.
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An organization’s ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage.
Get in touch with Jonathan S. San Solo today.
Fill out the form below to get in direct contact with Jonathan S. San Solo and start your personalized consultation journey.