Jill is a tax principal in Baker Tilly’s private wealth practice. 

Jill has over 30 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. She works across Baker Tilly’s varied service offerings to develop forward thinking, custom solutions for every client. Prior to joining the firm, she served five years in the United States Air Force.

Jill is a tax principal in Baker Tilly’s private wealth practice. Jill has over 30 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices.

Master of Environmental Studies
University of Pennsylvania


Bachelor of Science in accounting
King's College (Wilkes-Barre, Pennsylvania)



Provides estate planning services to high-net-worth individuals, including generational planning involving dynasty trusts, charitable remainder, charitable lead 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 

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)

Individual Income Tax Planning & Compliance

Thanks for the message