James Murrey, CPA, MBT

Senior Tax Manager

James began his career as an accounting professional in 2009, working for a local Orange County firm. After serving there for nearly seven years, he joined the White Nelson Diehl Evans team in 2015. Concurrent to his role with WNDE, James serves as an Adjunct Professor with Concordia University – Irvine, teaching courses on federal and state personal income taxes.

As a Senior Tax Manager, James’ responsibilities include overseeing engagements, reviewing staff work, maintaining client relationships, and performing training and mentoring for his teammates. He has developed extensive experience working with small- to mid-sized companies and high net worth individuals. James serves clients in a variety of industries, including retail, distribution, manufacturing, business & professional services, technology, construction, and real estate.

A resident of Orange County, James lives with his wife, Megan, and their son, Jax. In addition to spending his free time with his family, James enjoys playing golf, mountain biking, and traveling.

PROFESSIONAL EXPERIENCE

Technical and Service Expertise:

Extensive experience serving small to mid-sized companies and high net worth individuals
Tax Planning and Compliance

Industry Expertise:

Construction
Manufacturing
Retail
Professional Services
Real Estate

Professional Affiliations:

AICPA
CalCPA

PROFESSIONAL EDUCATION

Concordia University – Irvine

Bachelor of Art in Business Administration with an Emphasis in Accounting & Finance

University of Southern California

Master of Business Taxation