Jason Ellison, CPA, CFP

Director, Senior Tax Advisor

Jason joined Argos Family Office in 2022 as Director, Senior Tax Advisor. His main responsibilities include advising our client families on complex tax matters, providing technical expertise within the firm to optimize tax efficiency for structuring / exits of investments, and supporting the Tax Services Team as a final review on complicated returns.

Argos provides Jason with the ability to expand his expertise by exploring complex tax transactions and broadening his knowledge base by working with talented colleagues. His desire to continually learn along with his intellectual curiosity allows him to provide the type of service necessary to meet the needs of our client families at their various stages.

Prior to joining Argos, Jason spent eight years at a single-family office advising the family and its members on tax, estate, and gift planning.  Prior to that, Jason worked at a Public Accounting firm, McGladrey, where he specialized in Private Equity and Hedge Funds and was a Tax Manager.

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