About James

James M. Philbin is a partner in the Firm’s Boston, Massachusetts office. Jim is a member of the Firm’s New England and National Real Estate Industry Group. He has over 35 years of client advisory experience in tax, business consulting, and financial accounting and assurance services. He works with our closely-held businesses and families to help them with their business, estate and financial planning and tax needs.

In recognition of his considerable experience in personal financial planning, Jim was awarded the designation of Personal Financial Specialist by the American Institute of Certified Public Accountants and is also a Certified Financial Planner.

Jim also works with many emerging businesses in such industries as technology, internet commerce and bio-tech companies. He has extensive experience with strategic tax planning for businesses and entity structuring for LLCs, Partnerships and Corporations. He also advises international companies on establishing a U.S. business presence and maintaining tax compliance.

Prior to joining Marcum, Jim was a shareholder in a large, regional accounting firm in New England.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Irish Network Boston
  • Boston Estate Planning Council
  • NAIOP Massachusetts
  • Real Estate Finance Association (REFA) retired
  • My Brother’s Keeper, Inc. – Board Mamber and Treasurer
  • Marion Manor, Board Member
  • Foxboro Youth Basketball Association, Board Member, continuing volunteer

Awards & Honors

  • Beta Gamma Sigma Honor Society
  • Personal Financial Specialist, AICPA
  • Certified Financial Planner

Master of Science in Taxation
Bentley University

Master Personal Financial Planner Certificate
Bentley University

Bachelor of Science, Accounting & Economics
Boston College