Jill A. Martin

Partner, CPA · +1 (215) 972 2344

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Jill is a tax partner in Baker Tilly’s Philadelphia private client group with more than 30 years of professional tax experience.

Jill specializes in providing tax services for high-net-worth individuals with an emphasis on estate, gift, trust and generational wealth planning for individuals and family groups. Jill’s primary responsibilities include tax planning and compliance for high-net-worth individuals, fiduciaries, executors and private foundations. Prior to joining the firm, she served five years in the United States Air Force.

  • Provides estate planning services to high-net-worth individuals, including generational planning involving dynasty trusts, charitable remainder and charitable lead trusts and grantor trusts
  • Provides technical assistance to individuals, trustees, executors and foundation managers to assist them in federal and state tax compliance requirements
  • Oversees and reviews federal and state death tax returns, including post-mortem tax planning
  • Represents clients before the IRS and state taxing authorities
  • Prepares applications for exempt status for private foundations
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Philadelphia Estate Planning Council (PEPC)
  • Reading Public Museum, board of directors, treasurer
  • Junior Achievement Berks County and Lehigh Valley, regional board, past board member
  • Catholic Youth Center, past board member
  • North Branch Land Trust, bast board member
  • Selected as a 2014 Lehigh Valley Business Woman of Influence

Location

Pennsylvania

Education

King's College
Bachelor of Science in accounting

University of Pennsylvania
Master of Environmental Studies

Licensed CPA in Pennsylvania