About Jackie

Jackie Sullivan specializes in tax controversy services for a variety of clients, including family offices, high-net-worth individuals, pass-through entities, trusts, gifts, and estates.

Experience

Jackie has extensive experience working with family offices to understand and address their top issues and concerns. She works closely with clients, collaborating with their circle of advisors, personnel, and RSM subject matter experts to design, implement, and manage significant planning and restructuring transactions while meeting day-to-day compliance and consulting needs.

Jackie began her career with RSM over a decade ago, fueled by her passion for being a trusted advisor to her clients and their families and helping them plan for the future.

She also has extensive experience representing family offices, high-net-worth individuals, and pass-through entities before the IRS. This background supported her transition to the tax controversy services group in RSM’s Washington National Tax practice. In her role there, she helps clients navigate IRS practices and procedures.

Jackie enjoys traveling the world. She has been to more than 20 countries. Iceland is her favorite so far.

Professional affiliations and designations

• Certified public accountant, Florida
• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• AICPA Disaster Relief Task Force

Education

• Master of Science, accounting and taxation, Florida Gulf Coast University
• Bachelor of Science, accounting, University of Central Florida