“The building blocks of a long-term client relationship are trust, delivering the sharpest solutions and a passion for helping clients succeed”
Director, Tax Services
As an accountant and advisor to the technology sector, Jack is driven by a passion for helping founders, entrepreneurs and investors succeed. Through his industry-focused skillset and commercial acumen, Jack has a track record of growing startups and scaleups into established, impactful tech companies.
A technology company’s accountant plays a critical role in its success. To help businesses commercialise, scale and go global, Jack’s focus is on three key pain points – accessing funding, attracting talent and customer acquisition.
He understands tech companies need an advisor who has the experience to answer their questions quickly and efficiently, whilst also giving them the forward-looking guidance to avoid the financial and tax pitfalls that catch out founders and distract them from their focus.
In delivering the core tax agent and R&D tax incentive services, Jack focuses on risk-management and timeliness. “There is real value in receiving the R&D incentive as early as possible because it could mean a few months of extra runway prior to the next raise. Equally important though, is being confident that the submission complies with tax law”.
As tech businesses scale, their requirements typically become more complex very quickly. Jack and his team are experienced in growing tech companies all the way to exit by advising on structuring for international expansion, establishing employee share schemes, taking advantage of Early Stage Innovation Company tax incentives and achieving the best after-tax outcome for investors in a successful exit.
Jack is a volunteer mentor at accelerators and a regular speaker in the technology community.
Seeing people put everything they’ve got into a business and people with big ideas trying to change the world – that’s what drives Jack to help them the best he can.
- Technology sector
- Tax advisory
- R&D tax incentive and government grants
- Employee share schemes
- Capital gains tax
- Tax structuring
- Business sales and acquisitions
- International expansion and cross border tax
- Bachelor of Commerce (Accounting and Finance)
- Member of Chartered Accountants Australia and NZ
- Chartered Tax Advisor
- Private family groups