Daniel Jo

Tax Director @ Catalyst Family Office

About

Mission-driven tax advisor with a holistic approach to serving ultra-high-net-worth individuals and multi-generational families. Brings precision, strategic planning, and accountability to complex areas like liquidity event strategy, audit defense, charitable structuring, and entity governance. Proven leader with experience building and directing high-performing tax teams, implementing efficient project management systems, and mentoring professionals at every level. Strong technical command across individual, trust and gift taxation. Committed to delivering reliable, high-impact solutions that preserve wealth, ensure statutory compliance, and support long-term family objectives.

Country

United States

City

San Francisco Bay Area

Industry

Accounting

Skill

Tax, Tax Accounting, Income Tax, Corporate Tax, Accounting, Tax Returns, Tax Preparation, Microsoft Excel, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, International Tax, General Ledger, GoSystems, CPA, Gift Tax, Trust Taxation, High Net Worth Individuals, Partnership Taxation

Experience

Tax Director

Catalyst Family Office

2021-7 - Present · 5 yrs 3 mos

Mountain View, California, United States

- Tax Team Lead - UNHW Tax Compliance - Individual, Trust, Gift, Estate - UNHW General Tax Consulting - Entity Management and Governance - Wealth/Liquidity Event Planning - IRS Global High Net Wealth Audit Defense - Philanthropy and Private Foundation Support

Tax Senior Manager

Andersen

2021-2 - 2021-6 · 5 mos

San Mateo, California, United States

- UNHW Tax Compliance - Individual, Trust, Gift, Estate - Partnership Tax Compliance - Section 1202 Study/Planning

Tax Senior Manager

PwC

2011-7 - 2021-2 · 9 yrs 8 mos

San Jose, CA

Private Company Services, Personal Financial Services - Tax Team Lead - UNHW Tax Compliance - Individual, Trust, Gift, Estate - Partnership Tax Compliance - Corporate Tax Compliance - Corporate Tax Provision - IRS/FTB Audit Defense

Cryptologic Linguist

US Army

1998-8 - 2007-1 · 8 yrs 6 mos

Worldwide

- Served as a Cryptologic Linguist, Operations Supervisor and Operator Training Program Manager. - Facilitated the authorized exchange of classified information among various foreign and domestic intelligence agencies. - Directly managed soldiers in live daily missions utilizing national level assets. - Developed supervisor training programs and established milestones for supervisor development. - Developed, implemented and supervised the Operator Training Course for 3rd MI Battalion cryptologic linguists. - Authored the primary On-the-Job-Training courseware and continuing development training aids.