SPECIALISTS

Matthew Taylor

Director, Citrin Cooperman Advisors LLC

Matthew Taylor Desktop

Experience

Matthew is a director in Citrin Cooperman’s High Net Worth Tax practice based out of the Florham Park, NJ office. Matthew is an experienced CPA with over ten years in compliance and planning for individuals, family partnerships, trusts and estates. Matthew has always embraced leveraging technology in tax compliance to find creative ways to develop efficiencies.

Matthew serves clients in the financial services industry with complex investments. He enjoys planning for and properly disclosing income from alternative investments such as hedge funds, private equity funds and fund-of-funds and being able to successfully communicate their impact on his clients’ overall income picture.

Matthew started his career at a Big Four company with a focus on the high net worth and investment management industries prior to joining Untracht Early in 2021 as a tax manager. Untracht Early joined Citrin Cooperman in August 2022.

CREDENTIALS

Education

Bachelor of Science in Management, Concentration in Accounting and Finance, Boston College

Exchange Program at Bocconi University, Milan, Italy

Licenses

Certified Public Accountant in the State of New York

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New Jersey Society of Public Accountants

WORK-LIFE BALANCE

Outside the Office

Matthew enjoys surfing, paddleboarding, and spending time at the Jersey Shore with family and friends. Matthew is a runner and has completed two half-marathons. Matthew is a movie fan, sports fan and loves animals.

Get in touch with Matthew Taylor today.

Fill out the form below to get in direct contact with Matthew Taylor and start your personalized consultation journey.

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Get in touch with Matthew Taylor today.

Fill out the form below to get in direct contact with Matthew Taylor and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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icon NEW JERSEY Florham Park: T: (973) 218-0500