Jay Santana
Managing Director
Career in Tax Planning
As a specialist with over a decade of experience, he provides a variety of tax services to high net worth individuals, partnerships, trusts, and estates including:
Income tax planning
Tax return preparation
Review, assistance with multi-state and international taxation
Succession/estate planning
IRS correspondence and representation
Prior to joining AWM, Jay served as a Tax Manager at Deloitte, LLP, one of the top international accounting firms.
During his tenure at Deloitte, he specialized in areas such as tax compliance (Corporations, Partnerships, Individuals, Trusts and Estates), tax provisions, tax consulting/planning, tax function assessments & automation, technology innovation and data analytics (SQL, Alteryx, Tableau, Power BI).
Jay is licensed as a Certified Public Accountant (CPA) in the state of Arizona.
Advanced Designations & Certifications
Certified Public Accountant (CPA)
Education
Jay holds a Bachelor of Science Degree in both Accounting and International Business and a Minor in Finance from Temple University (Philadelphia).
Jay is also a certified Project Management Professional®.
Personal Life
Jay currently lives in Gilbert with his wife Jasa and is passionate about Hiking, Camping, Outdoor Activities, Running, Sports, Learning, Volunteering, and Traveling.