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Joseph L. Jester, CPA, MST - Managing Director

Joseph is the Managing Director of the firm.  He graduated from the University of Wisconsin Milwaukee with a Bachelor of Business Administration and a Master’s of Science in Taxation.  He successfully earned his CPA designation more than 20 years ago, earning the Elijah Watt Sells award on the CPA examination.

Prior to starting his own practice, Joseph worked in the tax departments of Ernst & Young, Walgreens, and Kohl’s Department Stores, Inc.  At Kohl’s he spent 8 years in their tax department responsible for filing multi-state corporate income tax returns, sales and use tax returns, and audit defense.  He then moved to the Kohl’s Credit division where he was responsible for budgeting, forecasting, financial analysis, financial control, and financial reporting for the credit division.  His experience includes multi-state corporate, partnership, and individual taxation.  In addition, he has extensive experience in state and federal audit defense for his prior employers and clients.

Throughout his career Joseph has been a frequent lecturer on a variety of accounting topics.  He has taught for the University of Wisconsin Milwaukee, Keller Graduate School of Management, Becker CPA review, and Ottawa University. 

Joseph is a member of both the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.