Dale Jordan

Tax Market Leader

312-863-2321

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Executive Summary

Dale has more than 15 years of Big Four tax compliance and consulting experience, where he held multiple national roles within U.S. tax solutions and international tax. He has extensive experience planning and implementing expense allocation and apportionment strategies, identifying and executing tax savings strategies, as well as, designing and installing standardized processes.

Throughout his career, he has served a variety of clients, including individuals, partnerships, and privately held and publicly traded corporations. Although he has experience assisting clients with varying degrees of size and complexity, he has developed a focus on serving corporate taxpayers with multi-state and multi-national operations.

Dale’s overarching career goal is to help people thrive. This entails identifying, and delivering holistic tax planning and consulting solutions, which he accomplishes by building deep rooted relationships with his clients to fully understand both their organizational and personal goals. He believes the most mutually beneficial relationships are built on trust, transparency and collaboration.

Professional Affiliations

American Institute of Certified Public Accountants
The Ohio Society of Certified Public Accountants
Illinois Certified Public Accountants Society

Education

M.S., Taxation, Capital University Law School
B.A., Accounting, The Ohio State University