Julie M. Jordan, CPA

Manager, Tax Strategies

Areas of Specialization

Julie is a Manager in Kreischer Miller's Tax Strategies group. Julie has over 25 years of experience serving small and middle market closely held businesses in the real estate, manufacturing and distribution, and professional service industries. She also has experience providing tax compliance, planning, and consulting to a variety of businesses, including corporations, partnerships, trusts, and high-net-worth individuals.

Background

Julie joined Kreischer Miller in 2023. Prior to working for Kreischer Miller, Julie was an Income Principal at Rea & Associates, a regional public accounting firm in Ohio, where she provided tax compliance and planning for individuals with closely held and family-owned businesses. She was involved in developing tax training for staff and interns and was also part of the Lean Six Sigma team tasked with developing standard procedures and workpapers for the business tax process. Julie has also worked in private industry, serving as controller for a trucking firm and a large not-for-profit in Lima, Ohio.

Professional and Business Affiliations

  • American Institute of Certified Public Accountants – Member
  • Ohio Society of Certified Public Accountants – Member

Education and Certifications

  • Certified Public Accountant in Ohio
  • A.A.B. – Accounting and Finance, Rhodes State College, Lima, Ohio

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