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James Bartek '92


Partner, Tax | WithumSmith +Brown

Biography

Jim joined WithumSmith + Brown as a tax partner in 2019. Prior to joining Withum, Jim was a tax partner at KPMG LLP in their State and Local Tax practice.  Prior to joining KPMG LLP, Jim served as managing director at a global professional services firm specializing in global tax planning, interim management, and turnaround services, where he was responsible for building and overseeing the firm’s New York metro sales and use tax practice. Previously, he spent nearly 17 years in the State and Local Tax Practice of a Big Four accounting firm in the New York metro area.

During his more than 20 year career, Jim has gained extensive experience assisting clients with complex sales and use tax planning and compliance issues in various industries, such as financial services, manufacturing, pharmaceutical, retail, technology, telecommunications, and utilities. Jim has provided sales and use tax services to a diverse client base including advice on multi-state tax refunds and technical issues, mergers and acquisitions, restructuring, audit defense, tax function reviews, process recommendations, due diligence, ASC 450 (fka FAS 5) tax provision and internal control reviews, system implementation, voluntary disclosure agreements, and preparation of opinion letters. He has built a reputation as a leading sales and use tax specialist and developed trusted relationships with New Jersey and New York state government officials.

Jim is a former member of the New Jersey Tax Director’s Advisory Council, the current Chairman of the NJSCPA Sales and Use Tax work group, and former Chairman of NJSCPA State and Local Tax committee.

Publications and Speaking Engagements

  • Frequently speaks on sales and use tax topics at several national and local seminars including IPT, NJSCPA, Council on State Taxation (COST), Georgetown Law Advanced State and Local Institute, Tax Executives Institute (TEI),Equipment Leasing and Finance Association (ELFA), and Lorman.
  • Conducts training sessions for clients related to the indirect tax process and function efficiency.
  • Authored several sales and use tax related articles including “Preparing for Online Sales and Use Tax Collection” in the October 2012 edition of Financial Executive magazine, “Annual Tax Update Shows Increasingly Dynamic Landscape” in the November/December 2015 edition of New Jersey CPA magazine and “A New Standard for Sales and Use Tax Nexus?” in the July/August 2018 edition of New Jersey CPA magazine.