Experience

Jim is a partner in Citrin Cooperman’s Audit and Attest Practice. He specializes in providing auditing, accounting, and tax services for not-for-profit organizations, including civic and cultural organizations, schools, social service agencies, associations, and foundations.

Throughout his career, Jim has helped clients address the needs of their various stakeholders, whether for an organization’s board, staff, donors, recipients, members, governmental or oversight agencies, and the public at large. His experience enables him to hep not-for-profit clients navigate new funding streams, the best course when providing a new service or program, and effective ways to undertake strategic or operational changes. Jim also has extensive experience overseeing employee benefit plan audits.

Previously, Jim was a director and co-chair of the not-for-profit group at Ostrow Reisin Berk & Abrams, Ltd. (ORBA), which joined Citrin Cooperman in 2025.