Jacob Oliver, CPA
Contact information
Jacob Oliver, a Partner at PP&Co since 2024, joined the firm in 2013. Jake holds a Bachelor of Science degree in Management from Menlo College, a Master of Arts in Sports Management from the University of San Francisco, and a Certificate of Advanced Accounting from Santa Clara University.
As a PP&Co Partner, Jake focuses on tax planning and compliance for closely held businesses and high net worth individuals. His expertise also includes strategic business structuring and planning, transaction consulting, accounting system design and implementation, and IRS and State audit representation. He is an active member of the Firm’s Construction and Real Estate practice groups.
We asked…Jake Answered
With the profession changing so rapidly, how do you help support PP&Co staff with managing uncertainty and change?
I think it’s important to have open and honest communication with everyone in the firm. I take great pride in mentoring and helping our staff grow to reach their highest potential, and I think being transparent and honest is the first step in that relationship. The rapid changes provide an opportunity for our staff to grow, and take on different challenges, which I believe makes them, and ultimately the firm, stronger.
This wasn’t your chosen profession initially. What got you interested in Public Accounting?
As an undergraduate, I had an amazing instructor who made us think differently about the profession; primarily, how it was more about building relationships than crunching numbers. After graduation I had several friends who began careers in public accounting, including a few who joined PP&Co, and I could see how much they enjoyed and cared about their work. Ultimately, it was that synergy between loving what you do and finding meaning in it that hooked me.
How do you measure success?
I measure success through building strong, lasting relationships with our clients and helping my colleagues reach their career goals as well. The best way to serve our clients long-term is to help mentor and develop everyone in our firm so we can provide the best service possible.