Daniel Jo

Daniel Jo is a seasoned tax professional with extensive experience in high net worth (UNHW) tax compliance, consulting, and entity structure planning. Currently serving as Senior Tax Manager at Catalyst Family Office, LLC since July 2021, Daniel leads a tax team and specializes in individual, trust, gift, and estate tax compliance, along with IRS audit defense. Previously, Daniel held the role of Tax Senior Manager at Andersen and PwC, where responsibilities included detailed tax compliance for partnerships and corporate entities. Daniel's career is complemented by a background as a Cryptologic Linguist in the US Army and a solid educational foundation with a Bachelor of Science in Business Administration - Accounting from California State University, Fresno.