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Professional Summary

Jim Marshall brings years of experience in tax and audit in a wide range of public and private companies large, medium and small. His experience includes responsibilities for major land acquisitions and dispositions and their structuring including publicly-held banks, savings and loan associations, mortgage bankers, real estate developers, insurance companies, builders and contractors. In addition to a strong background in all phases of tax and audit, Jim is a proven innovator and solution developer on both traditional and nontraditional alternatives.

Jim brings extensive experience in bankruptcy matters and operating procedures as the former auditor of the US Financial Corporation. He has held CPA certificates in the states of Arizona, California, Illinois, Michigan and Florida.

Please send a message to Jim Marshall at Jim@MarshallPC.com or call 480.443.0500.

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Languages

  • English

Interests/Hobbies

  • Scuba Diving
  • Golf
  • Carpentry

Birthday

August 11

Experience

J.C. Marshall,LLC
Scottsdale, Arizona, USA 85260
President/ Tax And Financial Advisor
Consulting Firm
Firm specializes in providing accounting and consulting services to the real estate,mortgage finance and investment banking industries. Clients range from small closely-held companies to clients with revenue in excess of 10B mortgaged backed securities and has been involved in the initiation, structuring and operating structures of issuers such as American Southwest, M.D.C., NAHB and ISFA Mortgage Funding.
Kenneth Leventhal
Phoenix and Newport Beach, USA
Managing Partner
Consulting Firm
While National Finance Partner for Kenneth Leventhal & Company was responsible for the acquisition by Traubman-Allen-Irvine of the Irvine Company; tax and audit for Cadillac Fairview and Nu-West; audits of Estes Company and numerous developers of residential and commercial properties in the Southwest; and restructuring and reorganizations of various real estate holdings by US companies in the Caribbean including the sale of Levitt Housing by ITT.
Coopers & Lybrand
Detroit and Miami, USA
Supervisor
Consulting Firm
Supervisor on a wide range of audit and tax projects for publicly-held and privately-held organizations.

Education

BSBA, Accounting
University of Detroit
Detroit, Michigan, United States

Professional Certifications

Enrolled Agent
Active
2014
CPA
Inactive
1968

Associations and Societies

  • National Association of Enrolled Agents
  • National Association Tax Professionals
  • Maricopa County Diver Posse (Treasurer)
  • Prior memberships in numerous CPA, Real Estate and Mtge Banking Associations
  • Fiesta Bowl (Life Committee Member)

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