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James Philbin Email & Phone Number

Managing Director at CBIZ at CBIZ
Location: Boston, Massachusetts, United States 5 work roles 3 schools
1 work email found @marcumllp.com 4 phones found area 617, 212, and 508 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email j****@marcumllp.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CBIZ
Role
Managing Director at CBIZ
Location
Boston, Massachusetts, United States
Company size
1 employees

Who is James Philbin? Overview

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Quick answer

James Philbin is listed as Managing Director at CBIZ at CBIZ, a with 1 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at marcumllp.com, phone signal with area code 617, 212, 508, and a matched LinkedIn profile for James Philbin.

James Philbin previously worked as Managing Director at Cbiz and Partner at Marcum Llp. James Philbin holds Ms, Taxation And Financial Planning from Bentley University - Mccallum Graduate School Of Business.

Company email context

Email format at CBIZ

This section adds company-level context without repeating James Philbin's masked contact details.

{first}.{last}@marcumllp.com
86% confidence

AeroLeads found 1 current-domain work email signal for James Philbin. Compare company email patterns before reaching out.

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Profile bio

About James Philbin

CPA and financial advisor with over 30 years of practical experience in accounting, tax and business consulting. Jim is a managing director at CBIZ, a leading professional services firm, with unmatched industry knowledge and expertise in accounting, tax, and advisory services, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and accelerate growth.Jim helps organizations and families with their business, financial and tax needs. Jim is the trusted advisor for his clients and holds a Master's Degree in Taxation, the Personal Financial Specialist designation awarded by the AICPA, as well as the Certified Financial Planner (CFP®) designation. Specialties: Significant client base: Real Estate, International and Emerging BusinessesTax planning and entity structuring for LLCs, Partnerships and S Corporations;Helping international companies establish a U.S. entity with on-going relationship as business advisor and compliance support;Estate and financial planning - helping clients establish and implement goals

Listed skills include Unified Communications, Account Management, Solution Selling, Salesforce.Com, and 29 others.

Current workplace

James Philbin's current company

Company context helps verify the profile and gives searchers a useful next step.

CBIZ
Cbiz
Managing Director at CBIZ
Cleveland, OH
Website
cbiz.com
Employees
1
AeroLeads page
Company profile
View company profile Email format
5 roles · 40 years

James Philbin work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Cbiz

Cleveland, Oh, Us

Nov 2024 - Present

Partner

Marcum Llp
Jan 2014 - Nov 2024

Partner

Braver Pc
Jan 1990 - 2014

Executive Vice President

Braver Wealth Management Llc
Jan 2002 - Nov 2012

Senior Accountant

Tofias Pc
1987 - 1990 ~3 yrs
Team & coworkers

Colleagues at CBIZ

Other employees you can reach at cbiz.com. View company contacts for 1 employees →

BR Brenden Riso Brenden Riso Colleague at CbizSan Diego, California, United States View → IW Inda Wendt (Cbiz Cpi) Inda Wendt (Cbiz Cpi) Colleague at CbizLos Angeles County, California, United States View → PM Peggy Minzey Peggy Minzey Colleague at CbizGrand Blanc, Michigan, United States View → MA Moe Ariza, Cpa, Cgma Moe Ariza, Cpa, Cgma Colleague at CbizUnited States View → AC Adeline Chen Adeline Chen Colleague at CbizPhiladelphia, Pennsylvania, United States View → SG Samantha Gaither Samantha Gaither Colleague at CbizKansas City, Missouri, United States View → RL Rui Long, Phr Rui Long, Phr Colleague at CbizFalls Church, Virginia, United States View → SH Stephen Henley Stephen Henley Colleague at CbizAtlanta, Georgia, United States View → DV Davess Verdugo Davess Verdugo Colleague at CbizKansas City, Missouri, United States View → KK Katherine Kochan Katherine Kochan Colleague at CbizHamburg, Pennsylvania, United States View →
3 education records

James Philbin education

Ms, Taxation And Financial Planning

Bentley University - Mccallum Graduate School Of Business

Bs, Accounting And Economics

Boston College

Diploma, College Prep

Boston Latin School
FAQ

Frequently asked questions about James Philbin

Quick answers generated from the profile data available on this page.

What company does James Philbin work for?

James Philbin works for CBIZ.

What is James Philbin's role at CBIZ?

James Philbin is listed as Managing Director at CBIZ at CBIZ.

What is James Philbin's email address?

AeroLeads has found 1 work email signal at @marcumllp.com for James Philbin at CBIZ.

What is James Philbin's phone number?

AeroLeads has found 4 phone signal(s) with area code 617, 212, 508 for James Philbin at CBIZ.

Where is James Philbin based?

James Philbin is based in Boston, Massachusetts, United States while working with CBIZ.

What companies has James Philbin worked for?

James Philbin has worked for Cbiz, Marcum Llp, Braver Pc, Braver Wealth Management Llc, and Tofias Pc.

Who are James Philbin's colleagues at CBIZ?

James Philbin's colleagues at CBIZ include Brenden Riso, Inda Wendt (Cbiz Cpi), Peggy Minzey, Moe Ariza, Cpa, Cgma, and Adeline Chen.

How can I contact James Philbin?

You can use AeroLeads to view verified contact signals for James Philbin at CBIZ, including work email, phone, and LinkedIn data when available.

What schools did James Philbin attend?

James Philbin holds Ms, Taxation And Financial Planning from Bentley University - Mccallum Graduate School Of Business.

What skills is James Philbin known for?

James Philbin is listed with skills including Unified Communications, Account Management, Solution Selling, Salesforce.Com, Voip, Sales Process, Direct Sales, and Managed Services.

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