Director - Individual Tax
Current
May 2024 - Present
AeroLeads people directory · profile
Jonathan Leary Email & Phone Number
Tax Director, Individual Tax - PDS Health
at
Pacific Dental Services
1 work email found
@andersen.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Tax Director, Individual Tax - PDS Health
Location
Irvine, California, United States
Who is Jonathan Leary? Overview
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Quick answer
Jonathan Leary is listed as Tax Director, Individual Tax - PDS Health at Pacific Dental Services, based in Irvine, California, United States. AeroLeads shows a work email signal at andersen.com and a matched LinkedIn profile for Jonathan Leary.
Jonathan Leary previously worked as Director - Individual Tax at Pacific Dental Services and Director at Andersen. Jonathan Leary holds Juris Doctor (J.D.) from Penn State Dickinson Law.
Company email context
Email format at Pacific Dental Services
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{first}.{last}@andersen.com
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AeroLeads found 1 current-domain work email signal for Jonathan Leary. Compare company email patterns before reaching out.
Profile bio
About Jonathan Leary
Jonathan Leary is a Tax Director, Individual Tax - PDS Health at Pacific Dental Services. He possess expertise in tax preparation. He is proficient in Portuguese.
Listed skills include Tax Preparation.
Current workplace
Jonathan Leary's current company
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13 roles
Jonathan Leary work experience
A career timeline built from the work history available for this profile.
Director
Jan 2022 - May 2024
Senior Manager
Jul 2020 - Dec 2021
Senior Manager
Jul 2019 - Jun 2020
Manager
Jul 2017 - Jun 2019
Senior Associate
Sep 2016 - Jun 2017
Tax Senior
Jun 2016 - Aug 2016
Senior Tax Associate
- Reviewed and prepared complex individual, trust, estate, gift, partnership, and private foundation returns. - Prepared federal and state quarterly estimates for clients and their trusts after completing income projections and discussing needs of client. - Successfully argued reasonable cause for why penalties and interest totaling more than $500,000 should be abated for a client who had failed to file income tax returns for several years. - Responded to New York State and City statutory resident audits. - Instructed new hires on tax research using RIA Checkpoint. - Mentored new hires and passed along tips and strategies that helped me succeed. - Develop proficiency in multiple software platforms including CCH ProSystems, Thomson Reuters GoFileRoom, BNA Income Tax Planner, BNA Superform Tax, Microsoft Excel, and limited experience with Thomson Reuters GoSystems.
Jul 2015 - May 2016
Associate
Aug 2013 - Jun 2015
Intern
Pennsylvania Attorney General'S Office - Tax Litigation Section
- Researched recent cases from other jurisdictions interpreting how a corporation's sales factor is determined when it does business within the state exclusively through subsidiaries. ("Amazon Laws")- Drafted a memorandum regarding the ability of a class representative to file a petition for refund on behalf of the entire class.
Aug 2012 - Apr 2013
Research Assistant
William B. Barker
Focused my research on how income taxation is often times displaced from economic reality through time or location for a presentation Professor Barker presented on the differences between domestic and foreign taxation regimes.
Aug 2012 - Apr 2013
Summer Intern
Pennsylvania Department Of Revenue - Office Of Chief Counsel
- Researched and prepared a memorandum regarding the discharge of tax liability under a chapter 11 plan of reorganization and liquidation. - Researched the potential liability associated with the disclosure of taxpayer information by Department of Revenue employees when following procedures promulgated by the office of chief counsel.
May 2012 - Aug 2012
Summer Associate
U.S. Trustee Program
- Reviewed Chapter 7 and 13 bankruptcy petitions and schedules to ensure conformity with the Bankruptcy Code and Rules.- Researched and wrote office memoranda on the effects on the management of a multi-member Limited Liability Company when one member files for personal bankruptcy and a trustee is appointed.
May 2011 - Aug 2011
2 education records
Jonathan Leary education
Juris Doctor (J.D.)
Penn State Dickinson Law
Bachelor Of Science (B.S.), Finance
University Of Utah - David Eccles School Of Business
FAQ
Frequently asked questions about Jonathan Leary
Quick answers generated from the profile data available on this page.
What company does Jonathan Leary work for?
Jonathan Leary works for Pacific Dental Services.
What is Jonathan Leary's role at Pacific Dental Services?
Jonathan Leary is listed as Tax Director, Individual Tax - PDS Health at Pacific Dental Services.
What is Jonathan Leary's email address?
AeroLeads has found 1 work email signal at @andersen.com for Jonathan Leary at Pacific Dental Services.
Where is Jonathan Leary based?
Jonathan Leary is based in Irvine, California, United States while working with Pacific Dental Services.
What companies has Jonathan Leary worked for?
Jonathan Leary has worked for Pacific Dental Services, Andersen, Jones Simkins Llc, Pennsylvania Attorney General'S Office - Tax Litigation Section, and William B. Barker.
How can I contact Jonathan Leary?
You can use AeroLeads to view verified contact signals for Jonathan Leary at Pacific Dental Services, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Leary attend?
Jonathan Leary holds Juris Doctor (J.D.) from Penn State Dickinson Law.
What skills is Jonathan Leary known for?
Jonathan Leary is listed with skills including Tax Preparation.
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