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Jeff J. Petrell, JD, CPA
Partner -Director of Tax Services - Pittsburgh
 

Jeff PetrellJeff Petrell has been admitted to the Partnership of Carbis Walker LLP and has accepted the position of Director of Tax Services. He has over sixteen years of public accounting experience at Big Four International Accounting Firms. His background includes significant experience in providing tax planning, compliance, and advisory services to a variety of organizations including taxable and tax-exempt organizations, multi-state businesses, and flow-through entities.

Jeff’s experience covers a broad range of issues and transactions including: tax controversy services involving the Internal Revenue Service and state and local taxing authorities, mergers and acquisitions, obtaining federal and state tax exemptions, structuring joint ventures between tax-exempt and for-profit organizations, and conversions from taxable to tax-exempt organizations and federal and state private letter rulings. Jeff is a frequent speaker in the field of tax-exempt organizations and has authored articles published in The Pennsylvania CPA Journal and other publications.

Jeff is both a Certified Public Accountant and an attorney licensed by the Commonwealth of Pennsylvania. Jeff received his Bachelor of Science degree in Business Administration and Accounting from Robert Morris University and his Juris Doctorate from Duquesne University School of Law.

He is a member of the American, Pennsylvania, and Allegheny County Bar Associations, the Tax Section Council of the Allegheny County Bar Association, the American and Pennsylvania Institutes of Certified Public Accountants, and the Healthcare Financial Management Association. He also is Treasurer of the North Hills Athletic Association, a nonprofit organization providing youth athletic programs.

Jeff and his wife, Joyce, reside with their two children in Ross Township.