Title/Profession

• National Tax Leader
• Bachelor of Business Administration

Short bio

Joseph J. Perry is the CBIZ National Tax Leader, based in the Melville, New York office. He provides significant tax consulting and compliance services to clients in various industries, including publicly traded and closely held companies with local, national, and international operations.

As an integral member of the CBIZ senior management team, Joseph oversees tax professionals nationwide, sharing his knowledge, vision, and strategic planning expertise to ensure that the department delivers exceptional client service. He has helped propel investment in technology to keep CBIZ on the cutting edge of tax law changes and client service delivery. In addition, he is responsible for a portfolio of original tax content to inform and educate clients and others about changes in tax law, including timely tax flashes, a quarterly newsletter, and an annual Year-End Tax Guide.

With more than 30 years of experience, Joseph offers his clients considerable expertise in individual and corporate taxation, accounting for income taxes, compensation, and mergers and acquisitions. He has an in-depth background working with publicly traded companies, serving on the board of Dime Community Bancshares, Inc., as chairman of its Risk Committee and as a member of its Audit Committee. His unique business perspective allows him to provide significant business consulting services for his clients, from both a board and advisor perspective.