Julie is a partner in the federal tax practice with Grant Thornton’s Chicago office. She focuses on partnership compliance and consulting services, but has also provided tax services to a wide variety of clients over her 14 years of public accounting experience. Julie has served clients in our Chicago, Dallas and Milwaukee offices which has provided the opportunity to work with a number of multinational and multistate companies. Clients she has served operate in manufacturing, distribution and professional services.
Julie is the Midwest Market Territory Leader for Partnership Tax Services and is a member of the firm’s national Partnership Capital Account Maintenance team (PCAM). The PCAM team assists our clients with the annual complex partnership mechanics such as §704(b) capital accounts, tax capital accounts, §704(c) tracking, basis adjustments and debt allocations.
From 2012 through 2014, Julie served as Chief of Staff to the CEO of the U.S. firm. This prestigious two-year appointment afforded invaluable insight into the interworking of the firm, including leadership, management and business acumen. This appointment also provided in-depth experience and exposure to the execution of the firm strategy, business planning, budgeting and day-to-day operations. She was afforded the opportunity to interact with the firm’s Senior Leadership Team, Partnership Board and Operating Committee on a regular basis.