Jacob Stults
Tax Senior Manager
Jacob Stults has extensive experience advising ultra-high-net-worth individuals and family office clients on tax planning, compliance, and advisory matters. He brings a comprehensive understanding of complex tax structures and a strategic, client-centered approach to managing multi-generational wealth.
Jacob Stults
Tax Senior Manager
Jacob Stults has extensive experience advising ultra-high-net-worth individuals and family office clients on tax planning, compliance, and advisory matters. He brings a comprehensive understanding of complex tax structures and a strategic, client-centered approach to managing multi-generational wealth.
Jacob specializes in high-complexity individual, trust, and partnership taxation. He works closely with legal, investment, and fiduciary advisors to deliver integrated, tax-efficient strategies tailored to each client’s unique financial landscape.
Prior to joining Whitley Penn, Jacob worked at a Top 10 public accounting firm where he advised some of the nation’s largest family offices. He also developed and led national and international tax technical trainings.
Professional Certifications
- Certified Public Accountant (CPA)
Education
- B.B.A. in Accounting, Texas State University
- M.S. in Accounting, University of Houston