Jay A. Kessler, CPA, Managing Shareholder

Jay Kessler | CPA

Fun Fact:

Jay and his family enjoy spending time down the Cape, and cheering for the Syracuse basketball team.

Jay is a running enthusiast and every summer looks forward to running the Falmouth Road Race.

Jay joined Samet in 1986 and currently serves as the Managing Shareholder for the firm. In this capacity, Jay establishes direction and vision for the firm, ensures that both short and long term goals are communicated and realized, and is accountable for effecting change and execution of the firm’s strategy and culture.  In addition to his responsibility to the firm, Jay has established long term client relationships in many different industries and service areas including over twenty years of experience in the area of employee benefit plan audits. Jay resides in Sharon with his wife and four children.


Education

University of Massachusetts, Amherst, MA, Bachelor’s Degree in Business Administration


Memberships/Community Involvement

  • American Institute of Certified Public Accountants (AICPA) AICPA Employee Benefits Tax Technical Resource Panel AICPA Advisory Panel
  • Massachusetts Society of Certified Public Accountants — Accounting and Auditing Committee
  • Sharon Youth Baseball and Softball Association — Board Member and Former Treasurer
  • Temple Israel, Sharon, MA — Human Resources Committee
  • Epilepsy Foundation of Massachusetts and Rhode Island — Former Board Member and Treasurer
  • New England Sinai Hospital — Former Board Member and Finance Committee Member

Publications:

  • A Compliance Guide for Retirement Plan Administrators
  • Defined Contribution Plans In For Significant Changes, Boston Business Journal
  • Potentially Short-Lived Roth 401(k) is Worth A Look, Boston Business Journal
  • The Roth 401(k) Will Be Here Soon, SumNews
  • IRS Audit Initiative: A New Headache?, Massachusetts Lawyers Weekly
  • Strengthened 401(k) Rules May Catch Some by Surprise, Boston Business Journal
Presentations:

Jay was invited to be a speaker for a 2nd year at the Boston Fiduciary Summit.

Read Overview

Endorsements:

"Samet has been auditing our employee benefit plans since 2005. They have provided us with an outstanding level of expertise, personal service, and integrity which makes them the perfect firm for us."

John Dudek, Former General Counsel, Steinway Musical Instruments, Inc.


"Samet helped us with everything when we were setting up our law firm in 2003. They provided great service and insight."

John Anastasi, Lando & Anastasi, LLP

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