◈ Homepage — http://mowat.com/Skip to content 510-893-1120|[email protected] LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT SERVICES CLIENT PROFILES BLOG RESOURCES CONTACT Not too big. Not too small. Just right. Responsive, creative, high-value CPA services for closely held businesses, high net worth individuals, trusts and estates. SERVICE AREAS >> Mowat Mackie & Anderson LLP Certified Public Accountants Just right Isn’t that what you’re looking for in an accounting firm? One that’s big enough to provide the experience, expertise and capabilities you need – yet small enough that you always get input and oversight from the partner that manages your account. That’s MMA. For more than 43 years, we’ve provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services. Our clients have engaged us for long-term relationships because our size, creative solutions, and commitment to delivering services that consistently exceed their expectations are just right. We take great pride in delivering the highest-quality service and are listed as one of the Top Ten East Bay Area accounting firms. Service Areas Accounting Services by Client Type CLOSELY-HELD BUSINESSES We’re an advisor who partners with your business to help it grow. We take a holistic approach, where we act as the center of professional advisors your business works with. READ MORE >> EMPLOYEE BENEFIT PLANS As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business. READ MORE >> PRIVATE FOUNDATIONS We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status. READ MORE >> HIGH NET WORTH INDIVIDUALS Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law. READ MORE >> NON-PROFITS We work hard to provide cost-effective services to nonprofit organizations. Nonprofits that are a good fit for MMA are typically ones ready for the next stage in their growth and maturity. READ MORE >> REAL ESTATE For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships. READ MORE >> TRUSTS & ESTATES We provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries. READ MORE >> Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright 2026 Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Go to Top ◈ Interior Pages — 42 pages crawledClients - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Loading... Accounting Services by Client Profile Skilled expertise from trusted professionals. Clients Alex Rubin 2019-03-26T10:26:44-08:00 We offer services that meet the accounting needs for all the following types of clients. We complement our in-house expertise to by enlisting trusted professionals from other fields such as attorneys, bankers, third-party administrators, financial advisors and bookkeepers. CLOSELY-HELD BUSINESSES We’re an advisor who partners with your business to help it grow. We take a holistic approach, where we act as the center of professional advisors your business works with. READ MORE >> EMPLOYEE BENEFIT PLANS As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business. READ MORE >> PRIVATE FOUNDATIONS We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status. READ MORE >> HIGH NET WORTH INDIVIDUALS Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law. READ MORE >> NON-PROFITS We work hard to provide cost-effective services to nonprofit organizations. Nonprofits that are a good fit for MMA are typically ones ready for the next stage in their growth and maturity. READ MORE >> REAL ESTATE For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships. READ MORE >> TRUSTS & ESTATES We provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries. READ MORE >> Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Loi P. La - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Loi P. La Partner | Mowat Mackie & Anderson Loi P. La Web Admin 2025-08-16T02:26:07-08:00 Loi P. La Loi P. La began his career at a small accounting firm in San Francisco, where he provided accounting and tax services to high-net-worth individuals. This early experience laid the foundation for his expertise in serving clients with complex needs. As a partner at Mowat Mackie & Anderson LLP, Loi has been a key member of our team since joining in 2013. With a focus on serving closely-held small and midsize businesses, real estate entities, and individuals, Loi has developed a strong expertise in providing accounting and tax compliance services. Loi is committed to delivering high-quality service and providing guidance and solutions that help his clients improve their accounting and tax efficiencies, enabling them to make informed business decisions and achieve their goals. Outside of the office, Loi enjoys staying active through cooking, exercise, and golf. His well-rounded approach to life reflects his commitment to delivering balanced and effective solutions for his clients. QUALIFICATIONS BS/Managerial Economics – University of California Davis MS/Taxation – Golden Gate University California CPA license PROFESSIONAL AFFILIATIONS Member – American Institute of Certified Public Accountants (AICPA) Member – California Society of CPAs (CalCPA) PERSONAL INTERESTS Cooking, exercise, golf, and sports Contact Loi or Mowat Mackie & Anderson at 510-893-1120 or [email protected] . LEARN MORE ABOUT OUR OTHER PARTNERS Thomas O. Hatfield Susan S. Jordan Robert B. Rognon Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top About Us - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Loading... Mowat Mackie & Anderson LLP A full-service accounting firm serving Northern California and beyond. About Us Alex Rubin 2019-02-22T17:14:59-08:00 About Mowat Mackie & Anderson LLP Mowat Mackie & Anderson LLP (MMA) is a full-service accounting firm based in Oakland, California. We serve clients in Oakland, the San Francisco Bay Area, Northern California, the U.S. and globally. MMA provides closely held businesses, high net worth individuals, and trusts and estates with a full range of services. Our clients generally engage us for long-term relationships because our size, creative solutions, and commitment to delivering services that consistently exceed their expectations are just right for their needs. Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Resources - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Loading... Resources Skilled expertise from trusted professionals. Resources Alex Rubin 2025-09-02T12:46:34-08:00 Resource Library On this page you’ll find articles, links and other resources you can use to stay informed about the latest tax law changes and help your business succeed. Check back often—we regularly add new information that we think you’ll find useful. If you have questions or would like more information on any of these topics, please call or email the partner you regularly work with. If you’re not currently an MMA client, please contact us . LINKS TO TAX AND OTHER RESOURCES Tax Planning Guide CALIFORNIA STATE BOARD OF EQUALIZATION EFTPS – ELECTRONIC FEDERAL TAX PAYMENT SYSTEM FRANCHISE TAX BOARD FRANCHISE TAX BOARD WEB PAY IRS SECRETARY OF STATE SOCIAL SECURITY ADMINISTRATION U.S. DEPARTMENT OF LABOR Tax and Accounting News & Alerts Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Tax Managers Careers at MMA - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Tax Managers Careers at MMA “Be the partner” in client relationships. Tax Managers Careers at MMA Alex Rubin 2025-07-25T10:31:48-08:00 Do you fit this description? Experienced and highly motivated Intellectually curious Looking for a challenging and stimulating environment Prefers a workplace that provides autonomy and rewards independent and critical thinking Goes beyond ordinary compliance to provide outstanding service to clients If so, you’d fit right in at MMA – and we’d like to speak with you! How To Apply We offer a challenging and stimulating work environment where we encourage staff to “be the partner” and take an active role in client relationships. If you’re looking for a firm that treats you as a professional with flexibility and opportunities to grow, please contact us. Send your resume and cover letter, including the employment application to: [email protected]. ***For a form-based (fillable PDF) employment application, please send a request to [email protected] . We will review your resume, and if we have an open position that matches your skills, we will contact you. Mowat Mackie & Anderson LLP is an equal opportunity employer. [wpdm_package id=’893′] TAX MANAGERS We are currently seeking experienced Tax Managers with significant expertise preparing and reviewing income tax returns. Qualified candidates should have the following: At least 8 years’ experience preferably with large local or regional CPA firms Licensed CPA MS in Taxation is preferred Proven ability to research complex tax issues and develop quality, practical tax planning Strong written and oral communication skills Strong computer skills (solid working knowledge of CCH ProSystem fx tax a plus) Experience working in a paperless environment MMA provides a full complement of traditional benefits to its employees, which include: Competitive salaries 401(K) Plan Profit Sharing Plan 4 Weeks Vacation per year 8 paid holidays per year Medical Insurance Dental and Vision Insurance Life Insurance AD&D insurance LTD Insurance 40 hours of Continuing Professional Education Per Year In addition, MMA offers some “non-traditional” benefits in its effort to develop our employees’ skills, knowledge and experience and enhance employee morale and satisfaction: Busy season “treats” (including chair massages, weekly healthy dinners, catered Saturday lunches, and a steady stock of snacks and munchies) Social Events (including firm sponsored after-busy-season party, holiday party and an annual firm picnic). Happy Hours Business Casual Environment and Friday Jeans Day In-House and Off-Site Trainings New Business Incentive Program (compensates any employee of the firm that brings in a new business) Employee Recruitment Referral Program (bonus paid to any employee of the firm that refers a new hire) 100% reimbursement for Masters in Tax program at Golden Gate University or Cal State East Bay to all CPA licensed full-time professional employees (minimum grade and employment length required) CPA Exam support, including: All employees eligible to take the exam may take up to four total days off to take the CPA exam. The Firm will pay 50% of an approved CPA review course for CPA candidates Mowat Mackie & Anderson, LLP is an equal opportunity employer. All qualified applicants will be considered without regard to age, race, color, creed, gender, gender identity, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, or any other consideration prohibited by federal, state or local laws. If you are interested in this opportunity and meet the requirements noted above, please complete the employment application and email a resume along with a cover letter to [email protected] . Direct inquiries only, no agencies or phone calls please. More Careers at MMA: AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS INTERNS Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Managers/Firm Administrator - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Managers/Firm Administrator Managers/Firm Administrator Alex Rubin 2026-05-05T10:41:29-08:00 Mowat Mackie & Anderson Managers/Firm Administrator We hire experienced, top-quality people , who think critically, exert independent judgment and are intellectually curious. We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship. Jordan Bailey Zoe Chu Wasan Maksaereekul Rumi Matsuura Marisa O’Neill Anh Phan Andrey Urakov Alex Rubin Jordan Bailey Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP. He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals. He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries. Qualifications BA/Business Economics with an Accounting emphasis – University of California Santa Barbara MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Sports, music, chess and enjoying time with family Zoe Chu Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs. Qualifications BS – University of Washington, WA MS/Taxation – Golden Gate University, CA California CPA License Professional Affiliations Member – California Society of Certified Public Accountants (CalCPA) Personal Interests Golf, pickleball, yoga, traveling, learning and exploring new things, and spending time with friends and family Wasan Maksaereekul Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas. Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021. Qualifications BS/Accounting and Finance – California State University, Bakersfield CPA – California License Professional Affiliations Member – AICPA Personal Interests Golf, music, reading, and spending time with family Rumi Matsuura Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009. She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies. Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles. Specialties Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts. Works closely with trustees on estate planning, distribution planning and tax compliance. Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges. Qualifications BS in Accounting – Golden Gate University (With Highest Honors in 2004) Graduate Certificate in Taxation – Golden Gate University California CPA License 2008 Professional Affiliations Member – American Institution of Certified Public Accountants (AICPA) Personal Interests Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family. Marisa O’Neill Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs. Qualifications BS/Business Administration: Concentration in Accounting– San Francisco State University MS/Accounting – Saint Mary’s College of California MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Cooking and spending time with family Anh Phan Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals. Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients. Qualifications B.S. Business Administration/Accounting – San Jose State University. California CPA License Professional Affiliations Member – AICPA Personal Interests Traveling, going to concert festivals, trying new brands of matcha, and strength training. Andrey Urakov Andrey’s current work experience focuses on individual tax preparation, trusts and estates. He is forthright and determined in his approach to solving clients’ tax challenges. Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008. He continued his career by joining Eckhoff and Company in 2013. He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020. Qualifications BS/Economics – Russian – American Christian University MBA/Accountancy California State University, Sacramento California CPA License Enrolled Agent designation Professional Affiliations Member – American Institute of Certified Public Accountants Member – California Society of CPAs Personal Interests Avid bicyclist Alex Rubin As Firm Administrator, Alex oversees the day-to-day operations of Mowat, Mackie & Anderson, including HR, payroll, technology, and internal accounting. He began his career in professional services administration with law firms in Santa Barbara, where he spent 15 years managing all aspects of firm operations and driving key system improvements. Since joining MMA in 2021, Alex has enjoyed the challenges of wearing many hats at a firm of this size. He takes pride in implementing systems that make it easier for clients and staff to work together while strengthening Robert B. Rognon - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Robert B. Rognon Partner | Mowat Mackie & Anderson Robert B. Rognon Alex Rubin 2025-08-16T02:26:41-08:00 Robert (Bob) B. Rognon Bob began his career with Deloitte in their middle market division in 1987. Bob joined Mowat Mackie & Anderson LLP in 1991 and has continued to work to provide value to closely-held businesses, real estate entities and individuals. He is committed to achieving the best possible outcome for his clients. He especially enjoys the advisory-based services he provides, where he is able to use his notable accounting and tax skills in servicing closely-held businesses and individuals. In addition, Bob provides a full range of traditional accounting, tax and business consulting services, always with the ability to expand those offerings to high-level advisory services. Bob’s Accounting Specialties Compliance Services Bob understands his clients’ needs and seeks to minimize their tax burden leveraging compliance services to identify tax savings opportunities. Mergers and Acquisitions Bob has assisted numerous clients in merger and acquisition transactions, ensuring the terms are tax efficient and are understood by all parties. QUALIFICATIONS BS/Accounting – University of South Florida MS/Taxation – Golden Gate University PROFESSIONAL AFFILIATIONS Member – American Institute of Certified Public Accountants (AICPA) Member – California Society of CPAs (CalCPA) PERSONAL INTERESTS Golf, sports, and enjoying his family Contact Bob or Mowat Mackie & Anderson at 510-893-1120 or [email protected] . LEARN MORE ABOUT OUR OTHER PARTNERS Thomas O. Hatfield Susan S. Jordan Loi P. La Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top BLOG - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: BLOG Alex Rubin 2019-12-09T08:38:25-08:00 Ready to grow your nest egg? The IRS releases 2026 retirement plan contribution limits Gallery Ready to grow your nest egg? The IRS releases 2026 retirement plan contribution limits Tax Ready to grow your nest egg? The IRS releases 2026 retirement plan contribution limits By Web Admin | 2025-11-25T20:12:05-08:00 November 25th, 2025 | Categories: Tax | With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted [...] Read More Comments Off on Ready to grow your nest egg? The IRS releases 2026 retirement plan contribution limits 4 year-end planning steps to trim your 2025 taxes Gallery 4 year-end planning steps to trim your 2025 taxes Tax 4 year-end planning steps to trim your 2025 taxes By Web Admin | 2025-11-25T17:44:33-08:00 November 25th, 2025 | Categories: Tax | Now is the time of year when taxpayers search for [...] Read More Comments Off on 4 year-end planning steps to trim your 2025 taxes Minimize your business’s 2025 federal taxes by implementing year-end tax planning strategies Gallery Minimize your business’s 2025 federal taxes by implementing year-end tax planning strategies Tax Minimize your business’s 2025 federal taxes by implementing year-end tax planning strategies By Web Admin | 2025-11-25T17:15:53-08:00 November 25th, 2025 | Categories: Tax | The One Big Beautiful Bill Act (OBBBA) shifts the [...] Read More Comments Off on Minimize your business’s 2025 federal taxes by implementing year-end tax planning strategies IRS releases guidance on changes to R&E expensing Gallery IRS releases guidance on changes to R&E expensing Tax IRS releases guidance on changes to R&E expensing By Web Admin | 2025-10-07T16:31:34-08:00 October 7th, 2025 | Categories: Tax | Among its numerous tax provisions, the One Big Beautiful Bill [...] Read More Comments Off on IRS releases guidance on changes to R&E expensing What taxpayers need to know about the IRS ending paper checks Gallery What taxpayers need to know about the IRS ending paper checks Tax What taxpayers need to know about the IRS ending paper checks By Web Admin | 2025-08-22T08:47:20-08:00 August 22nd, 2025 | Categories: Tax | The federal government has announced a major change that will [...] Read More Comments Off on What taxpayers need to know about the IRS ending paper checks The OBBBA will soon eliminate certain clean energy tax incentives Gallery The OBBBA will soon eliminate certain clean energy tax incentives Tax The OBBBA will soon eliminate certain clean energy tax incentives By Web Admin | 2025-08-01T12:23:50-08:00 August 1st, 2025 | Categories: Tax | For some time, President Trump and the GOP have had [...] Read More Comments Off on The OBBBA will soon eliminate certain clean energy tax incentives 1 2 Next Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Careers at MMA - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Careers at MMA “Be the partner” in client relationships. Careers at MMA Alex Rubin 2024-04-29T21:52:40-08:00 Do you fit this description? Experienced and highly motivated Intellectually curious Looking for a challenging and stimulating environment Prefers a workplace that provides autonomy and rewards independent and critical thinking Goes beyond ordinary compliance to provide outstanding service to clients If so, you’d fit right in at MMA – and we’d like to speak with you! How To Apply We offer a challenging and stimulating work environment where we encourage staff to “be the partner” and take an active role in client relationships. If you’re looking for a firm that treats you as a professional with flexibility and opportunities to grow, please contact us. Send your resume and cover letter, including the employment application to: [email protected]. ***For a form-based (fillable PDF) employment application, please send a request to [email protected] . We will review your resume, and if we have an open position that matches your skills, we will contact you. Mowat Mackie & Anderson LLP is an equal opportunity employer. [wpdm_package id=’893′] Careers at MMA: AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Contact - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Contact Contact Alex Rubin 2024-11-04T13:50:19-08:00 CONTACT US 555 12th STREET, SUITE 1200 OAKLAND, CA 94607 PHONE: (510) 893-1120 FAX: (510) 893-7523 EMAIL: [email protected] Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Founders, Retired Partners & Principals - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Founders, Retired Partners and Principals Founders, Retired Partners & Principals Alex Rubin 2024-11-21T16:10:03-08:00 Bruce M. Mowat One of the original founders, Bruce’s goal was to create a firm that provides fully integrated audit, tax and business consulting services to small and medium sized business. With this objective in mind, the Firm continues to pay full tuition for its audit and tax professionals who wish to pursue a Masters in Taxation. As a result, our professional staff are able to serve the entire needs of the firm’s businesses clients and their owners. Bruce began his career at Touche Ross and Co. (now Deloitte) in 1970. His philosophy is to encourage all professional staff to “be the Partner” on all engagements and take a personal interest in the success of the Firm’s clients. Bruce has over 40 years of experience in tax compliance, planning and advice to real estate, manufacturing, distributors and many other business clients. Carla S. Bryant Carla specializes in handling complex trusts and estates. She goes above and beyond the compliance work to understand the family dynamics and the role it plays in planning. Carla excels at caring for her clientele, especially the families who are working through sensitive and complicated estate matters. Her clear communication style, empathetic manner and constant commitment to those client relationships set her apart. Carla has 25 years of public accounting experience in providing tax planning, administrative and tax preparation services for complex estates, trusts and individuals. In her practice, she frequently uses forensic accounting to complete estate tax returns and trust accounting. She also works closely with fiduciaries to review financial data to arrive at appropriate funding levels for trusts. Prior to joining the firm in 1993, Carla managed her own practice which handled individual and small business accounting and tax needs. Prior to entering public accounting, Carla served as a senior accountant/financial analyst with Morrison Knudsen, a Fortune 500 company. James D. Anderson (Principal) Jim provides services in a wide variety of income and estate tax areas. He has significant experience in stock option planning, estate planning, and trust and estate administration. He is an exceptional client resource on issues related to Alternative Minimum Tax. Jim served as a Captain in the U.S. Marine Corps from 1964 to 1967. Prior to joining MMA in 1986, he was a tax partner with Ernst & Whinney (now Ernst & Young LLP). During his 16-year tenure, he worked in the National Tax Department in Washington D.C. and in San Francisco, and eventually became Partner-In-Charge of Ernst & Whinney’s tax department in Oakland. Mildred M. Brown Mildred began her career working for the Internal Revenue Service and credits that experience for her fascination with tax law. After nearly a decade, she left the IRS in order to help sail a 40-foot boat across the Atlantic Ocean. Upon her return, she switched to public accounting, which turned out to be just the career she was seeking. Mildred has been a partner at the firm for 20 years. She specializes in trust and estate administration and individual income tax work. In both cases, she provides tax planning and return preparation as well as audit representation when needed. Mildred is often called in to help with difficult situations where there may be personal conflicts or where tax returns haven’t been filed for a number of years and enjoys working closely with the attorney community in the Bay Area. Robert R. Mackie Rob began his career with a four-year stint at the Internal Revenue Service auditing individuals and small businesses. He then joined Touche Ross & Co., where he worked closely with closely held businesses to assist them with their financial reporting and tax issues. Thereafter, he became the controller at Williams-Sonoma, Inc., a position he held when the company went public in 1983. Rob has been a partner at the firm for 25 years. He works primarily in the area of business income taxes, including tax planning and preparation and audit representation before the IRS and FTB. He also provides litigation support and oversees many of the firm’s numerous law firm clients. Rob likes to work closely with company management. His approach is hands-on and he is especially adept at sorting out complex tax or financial situations and penetrating to the core issues that really matter. Lorna Padia Markus (Principal) Lorna Padia Markus has more than 20 years of experience working with closely held businesses, nonprofit agencies, pension plans and individuals. Her focus is on acting as a business partner to her clients as they navigate complex tax laws and accounting rules. Prior to Lorna’s public accounting experience, she also worked with the ALS & Neuromuscular Research Foundation (now a part of the Muscular Dystrophy Association) as their financial officer and has served on numerous nonprofit boards. Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Founders, Retired Partners & Principals - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Founders, Retired Partners and Principals Founders, Retired Partners & Principals Alex Rubin 2024-11-21T16:10:03-08:00 Bruce M. Mowat One of the original founders, Bruce’s goal was to create a firm that provides fully integrated audit, tax and business consulting services to small and medium sized business. With this objective in mind, the Firm continues to pay full tuition for its audit and tax professionals who wish to pursue a Masters in Taxation. As a result, our professional staff are able to serve the entire needs of the firm’s businesses clients and their owners. Bruce began his career at Touche Ross and Co. (now Deloitte) in 1970. His philosophy is to encourage all professional staff to “be the Partner” on all engagements and take a personal interest in the success of the Firm’s clients. Bruce has over 40 years of experience in tax compliance, planning and advice to real estate, manufacturing, distributors and many other business clients. Carla S. Bryant Carla specializes in handling complex trusts and estates. She goes above and beyond the compliance work to understand the family dynamics and the role it plays in planning. Carla excels at caring for her clientele, especially the families who are working through sensitive and complicated estate matters. Her clear communication style, empathetic manner and constant commitment to those client relationships set her apart. Carla has 25 years of public accounting experience in providing tax planning, administrative and tax preparation services for complex estates, trusts and individuals. In her practice, she frequently uses forensic accounting to complete estate tax returns and trust accounting. She also works closely with fiduciaries to review financial data to arrive at appropriate funding levels for trusts. Prior to joining the firm in 1993, Carla managed her own practice which handled individual and small business accounting and tax needs. Prior to entering public accounting, Carla served as a senior accountant/financial analyst with Morrison Knudsen, a Fortune 500 company. James D. Anderson (Principal) Jim provides services in a wide variety of income and estate tax areas. He has significant experience in stock option planning, estate planning, and trust and estate administration. He is an exceptional client resource on issues related to Alternative Minimum Tax. Jim served as a Captain in the U.S. Marine Corps from 1964 to 1967. Prior to joining MMA in 1986, he was a tax partner with Ernst & Whinney (now Ernst & Young LLP). During his 16-year tenure, he worked in the National Tax Department in Washington D.C. and in San Francisco, and eventually became Partner-In-Charge of Ernst & Whinney’s tax department in Oakland. Mildred M. Brown Mildred began her career working for the Internal Revenue Service and credits that experience for her fascination with tax law. After nearly a decade, she left the IRS in order to help sail a 40-foot boat across the Atlantic Ocean. Upon her return, she switched to public accounting, which turned out to be just the career she was seeking. Mildred has been a partner at the firm for 20 years. She specializes in trust and estate administration and individual income tax work. In both cases, she provides tax planning and return preparation as well as audit representation when needed. Mildred is often called in to help with difficult situations where there may be personal conflicts or where tax returns haven’t been filed for a number of years and enjoys working closely with the attorney community in the Bay Area. Robert R. Mackie Rob began his career with a four-year stint at the Internal Revenue Service auditing individuals and small businesses. He then joined Touche Ross & Co., where he worked closely with closely held businesses to assist them with their financial reporting and tax issues. Thereafter, he became the controller at Williams-Sonoma, Inc., a position he held when the company went public in 1983. Rob has been a partner at the firm for 25 years. He works primarily in the area of business income taxes, including tax planning and preparation and audit representation before the IRS and FTB. He also provides litigation support and oversees many of the firm’s numerous law firm clients. Rob likes to work closely with company management. His approach is hands-on and he is especially adept at sorting out complex tax or financial situations and penetrating to the core issues that really matter. Lorna Padia Markus (Principal) Lorna Padia Markus has more than 20 years of experience working with closely held businesses, nonprofit agencies, pension plans and individuals. Her focus is on acting as a business partner to her clients as they navigate complex tax laws and accounting rules. Prior to Lorna’s public accounting experience, she also worked with the ALS & Neuromuscular Research Foundation (now a part of the Muscular Dystrophy Association) as their financial officer and has served on numerous nonprofit boards. Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Closely-Held Businesses - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Loading... Closely-Held Businesses Partnering with your business to help it grow. Closely-Held Businesses Alex Rubin 2021-02-25T14:19:46-08:00 Closely-Held Businesses We’re an advisor that partners with your business to help it grow. We take a holistic approach to the accounting services we provide, acting as the cornerstone of professional advisors your business works with as it’s established. As your business grows and matures and has more complex needs, we can continue to provide a full spectrum of services. Services include: Tax planning and compliance, including multi-state and consolidated return issues Assistance with entity selection—partnership, C-corporation, S-corporation, or LLC Accounting, audit, and other attest services Assistance with mergers and acquisitions Pension plan consulting Succession planning More Client Types EMPLOYEE BENEFIT PLANS As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business. Read More >> HIGH NET WORTH INDIVIDUALS Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law. Read More >> NON-PROFITS We provide cost-effective services to non-profit organizations. Non-profits that are a good fit for MMA are typically ready for the next stage in their growth and maturity. Read More >> PRIVATE FOUNDATIONS We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status. Read More >> REAL ESTATE For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships. Read More >> TRUSTS & ESTATES Mowat Mackie & Anderson provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries. Read More >> Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Intern Careers at MMA - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Intern Careers at MMA “Be the partner” in client relationships. Intern Careers at MMA Alex Rubin 2025-07-25T10:31:08-08:00 Do you fit this description? Experienced and highly motivated Intellectually curious Looking for a challenging and stimulating environment Prefers a workplace that provides autonomy and rewards independent and critical thinking Goes beyond ordinary compliance to provide outstanding service to clients If so, you’d fit right in at MMA – and we’d like to speak with you! How To Apply We offer a challenging and stimulating work environment where we encourage staff to “be the partner” and take an active role in client relationships. If you’re looking for a firm that treats you as a professional with flexibility and opportunities to grow, please contact us. Send your resume and cover letter, including the employment application to: [email protected]. ***For a form-based (fillable PDF) employment application, please send a request to [email protected] . We will review your resume, and if we have an open position that matches your skills, we will contact you. Mowat Mackie & Anderson LLP is an equal opportunity employer. [wpdm_package id=’893′] INTERN Reports to: Senior Staff, Supervisors, Managers and Partners General Requirements Client Service The best way to distinguish ourselves from the competition is by providing exceptional, consistent and effective client services. You should strive to be courteous and professional in all communications with clients; efficiently manage workflow to exceed client and statutory deadlines; go beyond “yes” and “no” answers to client questions and develop viable alternatives where possible (“think outside the box”); take responsibility for meeting client expectations. Professional Development Interns are expected to develop professionally through on-the-job coaching and direction. Interns should strive to stay current with new tax and accounting developments. Interns should strive for proficiency with computers and technology used by the firm. Personal Characteristics Interns who excel will exhibit the following: a positive work ethic and a drive to participate as a member of a team; good oral and written communication skills; self-motivation and interest in taking initiative in your career; strong interpersonal skills and professional demeanor; ability to multitask and juggle multiple projects simultaneously; prioritize and meet deadlines; react in a positive manner to instruction and feedback; demonstrate respect of others. Firm Administration Interns are expected to understand and follow firm policies and procedures, including workflow standards, attendance, and submission of timely and accurate timesheets. Summary of Responsibilities Interns are supervised by Senior Accountants, Supervisors, Managers and Partners. They will be given simple accounting and tax assignments initially. As they gain knowledge and experience, and demonstrate responsibility, they are given more difficult assignments. Interns will generally be exposed to a wide variety of engagements in both accounting and tax, to provide a well-rounded view of work in a public accounting firm. General Duties Work with engagement leaders to determine engagement duties and timetables to accomplish task Prepare complete, accurate, orderly and logical workpapers. Develop an ability to identify and document relevant information from legal documents (trusts, leases and other contracts). Provide timely updates on work in progress to supervisors, managers and partners. Manage time and workflow. Follow instructions, but exhibit creativity and common sense. Develop efficient and business-like approach in performance of assigned duties, including self-review skills. Accounting Projects Adequately document the testing performed consistent with firm policy and use standardized workpapers where applicable. Perform various bookkeeping tasks and prepare related reconciliation. Be alert to the proper and consistent application principles in performing all accounting/bookkeeping functions. Import trial balances in Engagement and create relevant workpapers. As needed, prepare and update checklists. Discuss with immediate supervising person questionable accounting principles and account balances. Gain a working knowledge of Prosystem Engagement Tax Projects Gain a working knowledge of Prosystem Fx tax software. Become proficient in inputting client data into tax software. Identify items missing from client data in order to prepare a complete and accurate tax return. Prepare extensions of time to file based on the client data. Perform various bookkeeping tasks and prepare related reconciliations (i.e., accrual to cash, reconciling retained earnings, fixed assets, and depreciation). Paperless Technology CCH AutoFlow: AutoFlow is part of our complete paperless 1040 and 1041 preparation solution. AutoFlow technology extracts information from selected IRS source documents and imports it into the tax software. Our interns are the firm’s “AutoFlow Champions” verifying information that is populated in the tax software. Our interns are a vital part of our 1040 preparation because of their involvement in the AutoFlow technology. Mowat Mackie & Anderson, LLP is an equal opportunity employer. All qualified applicants will be considered without regard to age, race, color, creed, gender, gender identity, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, or any other consideration prohibited by federal, state or local laws. If you are interested in this opportunity and meet the requirements noted above, please complete the employment application and email a resume along with a cover letter to [email protected] . Direct inquiries only, no agencies or phone calls please. More Careers at MMA: AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Managers/Firm Administrator - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Managers/Firm Administrator Managers/Firm Administrator Alex Rubin 2026-05-05T10:41:29-08:00 Mowat Mackie & Anderson Managers/Firm Administrator We hire experienced, top-quality people , who think critically, exert independent judgment and are intellectually curious. We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship. Jordan Bailey Zoe Chu Wasan Maksaereekul Rumi Matsuura Marisa O’Neill Anh Phan Andrey Urakov Alex Rubin Jordan Bailey Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP. He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals. He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries. Qualifications BA/Business Economics with an Accounting emphasis – University of California Santa Barbara MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Sports, music, chess and enjoying time with family Zoe Chu Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs. Qualifications BS – University of Washington, WA MS/Taxation – Golden Gate University, CA California CPA License Professional Affiliations Member – California Society of Certified Public Accountants (CalCPA) Personal Interests Golf, pickleball, yoga, traveling, learning and exploring new things, and spending time with friends and family Wasan Maksaereekul Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas. Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021. Qualifications BS/Accounting and Finance – California State University, Bakersfield CPA – California License Professional Affiliations Member – AICPA Personal Interests Golf, music, reading, and spending time with family Rumi Matsuura Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009. She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies. Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles. Specialties Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts. Works closely with trustees on estate planning, distribution planning and tax compliance. Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges. Qualifications BS in Accounting – Golden Gate University (With Highest Honors in 2004) Graduate Certificate in Taxation – Golden Gate University California CPA License 2008 Professional Affiliations Member – American Institution of Certified Public Accountants (AICPA) Personal Interests Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family. Marisa O’Neill Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs. Qualifications BS/Business Administration: Concentration in Accounting– San Francisco State University MS/Accounting – Saint Mary’s College of California MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Cooking and spending time with family Anh Phan Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals. Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients. Qualifications B.S. Business Administration/Accounting – San Jose State University. California CPA License Professional Affiliations Member – AICPA Personal Interests Traveling, going to concert festivals, trying new brands of matcha, and strength training. Andrey Urakov Andrey’s current work experience focuses on individual tax preparation, trusts and estates. He is forthright and determined in his approach to solving clients’ tax challenges. Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008. He continued his career by joining Eckhoff and Company in 2013. He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020. Qualifications BS/Economics – Russian – American Christian University MBA/Accountancy California State University, Sacramento California CPA License Enrolled Agent designation Professional Affiliations Member – American Institute of Certified Public Accountants Member – California Society of CPAs Personal Interests Avid bicyclist Alex Rubin As Firm Administrator, Alex oversees the day-to-day operations of Mowat, Mackie & Anderson, including HR, payroll, technology, and internal accounting. He began his career in professional services administration with law firms in Santa Barbara, where he spent 15 years managing all aspects of firm operations and driving key system improvements. Since joining MMA in 2021, Alex has enjoyed the challenges of wearing many hats at a firm of this size. He takes pride in implementing systems that make it easier for clients and staff to work together while strengthening Alex Rubin, Author at Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Alex Home / Alex Rubin About Alex Rubin This author has not yet filled in any details. So far Alex Rubin has created 76 blog entries. The One, Big, Beautiful Bill Act extends many business-friendly tax provisions Gallery The One, Big, Beautiful Bill Act extends many business-friendly tax provisions Tax The One, Big, Beautiful Bill Act extends many business-friendly tax provisions The One, Big, Beautiful Bill Act (OBBBA) includes numerous provisions […] Alex Rubin 2025-07-15T11:33:23-08:00 Tax | Read More President Trump signs his One, Big, Beautiful Bill Act into law Gallery President Trump signs his One, Big, Beautiful Bill Act into law Tax President Trump signs his One, Big, Beautiful Bill Act into law On July 4, President Trump signed into law the far-reaching […] Alex Rubin 2025-07-14T17:25:07-08:00 Tax | Read More Beneficial ownership information reporting requirements suspended for domestic reporting companies Gallery Beneficial ownership information reporting requirements suspended for domestic reporting companies Tax Beneficial ownership information reporting requirements suspended for domestic reporting companies The twisty journey of the Corporate Transparency Act’s (CTA’s) beneficial […] Alex Rubin 2025-03-31T17:28:08-08:00 Tax | Read More Disaster victims may qualify for tax relief … including on amended returns Gallery Disaster victims may qualify for tax relief … including on amended returns Tax Disaster victims may qualify for tax relief … including on amended returns Victims of presidentially declared disasters in recent years who couldn’t […] Alex Rubin 2025-03-18T15:11:33-08:00 Tax | Read More IRS issues final regulations on inherited IRAs Gallery IRS issues final regulations on inherited IRAs Tax IRS issues final regulations on inherited IRAs The IRS has published new regulations relevant to […] Alex Rubin 2024-08-09T12:57:18-08:00 Tax | Read More 5 strategies to cut your company’s 2023 tax bill Gallery 5 strategies to cut your company’s 2023 tax bill Tax 5 strategies to cut your company’s 2023 tax bill As another year ends with interest rates and markets in […] Alex Rubin 2024-08-09T12:59:33-08:00 Tax | Read More The 2024 cost-of-living adjustment numbers have been released: How do they affect your year-end tax planning? Gallery The 2024 cost-of-living adjustment numbers have been released: How do they affect your year-end tax planning? Tax The 2024 cost-of-living adjustment numbers have been released: How do they affect your year-end tax planning? The IRS recently issued its 2024 cost-of-living adjustments for more […] Alex Rubin 2023-11-13T13:46:55-08:00 Tax | Read More Take action now to reduce your 2023 income tax bill Gallery Take action now to reduce your 2023 income tax bill Tax Take action now to reduce your 2023 income tax bill A number of factors are making 2023 a confounding tax […] Alex Rubin 2023-11-09T11:52:00-08:00 Tax | Read More IRS offers a withdrawal option to businesses that claimed ERTCs Gallery IRS offers a withdrawal option to businesses that claimed ERTCs Tax IRS offers a withdrawal option to businesses that claimed ERTCs Recent IRS warnings and announcements regarding the Employee Retention Tax […] Alex Rubin 2023-10-26T11:58:22-08:00 Tax | Read More IRS suspends processing of ERTC claims Gallery IRS suspends processing of ERTC claims Tax IRS suspends processing of ERTC claims In the face of a flood of illegitimate claims for […] Alex Rubin 2023-09-21T15:56:03-08:00 Tax | Read More Load More Posts 1 2 Next Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Audit Manager Careers at MMA - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Audit Manager Careers at MMA “Be the partner” in client relationships. Audit Manager Careers at MMA Alex Rubin 2025-07-25T10:30:05-08:00 Do you fit this description? Experienced and highly motivated Intellectually curious Looking for a challenging and stimulating environment Prefers a workplace that provides autonomy and rewards independent and critical thinking Goes beyond ordinary compliance to provide outstanding service to clients If so, you’d fit right in at MMA – and we’d like to speak with you! How To Apply We offer a challenging and stimulating work environment where we encourage staff to “be the partner” and take an active role in client relationships. If you’re looking for a firm that treats you as a professional with flexibility and opportunities to grow, please contact us. Send your resume and cover letter, including the employment application to: [email protected]. ***For a form-based (fillable PDF) employment application, please send a request to [email protected] . We will review your resume, and if we have an open position that matches your skills, we will contact you. Mowat Mackie & Anderson LLP is an equal opportunity employer. [wpdm_package id=’893′] AUDIT MANAGER We are currently seeking experienced Audit Managers to serve our client base of privately-held companies and non-profit organizations. Qualified candidates should have the following: At least 8 years of recent public accounting experience managing audits and reviews Licensed CPA Strong written and oral communication skills Experience working in a paperless environment Strong technical and research skills MMA provides a full complement of traditional benefits to its employees, which include: Competitive salaries 401(K) Plan Profit Sharing Plan 4 Weeks Vacation per year 8 paid holidays per year Medical Insurance Dental and Vision Insurance Life Insurance AD&D insurance LTD Insurance 40 hours of Continuing Professional Education Per Year In addition, MMA offers “non-traditional” benefits to develop our employees’ skills, knowledge and experience and enhance employee morale and satisfaction: Busy season “treats” (including chair massages, weekly healthy dinners, catered Saturday lunches, and a steady stock of snacks and munchies) Social Events (including firm sponsored after-busy-season party, holiday party and an annual firm picnic). Happy Hours Business Casual Environment and Friday Jeans Day In-House and Off-Site Trainings New Business Incentive Program (compensates any employee of the firm that brings in a new business) Employee Recruitment Referral Program (bonus paid to any employee of the firm that refers a new hire) 100% reimbursement for Masters in Tax program at Golden Gate University or Cal State East Bay to all CPA licensed full-time professional employees (minimum grade and employment length required) CPA Exam support, including: All employees eligible to take the exam may take up to four total days off to take the CPA exam. The Firm will pay 50% of an approved CPA review course for CPA candidates Mowat Mackie & Anderson, LLP is an equal opportunity employer. All qualified applicants will be considered without regard to age, race, color, creed, gender, gender identity, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, or any other consideration prohibited by federal, state or local laws. If you are interested in this opportunity and meet the requirements noted above, please complete the employment application and email a resume along with a cover letter to [email protected] . Direct inquiries only, no agencies or phone calls please. More Careers at MMA: AUDIT SENIORS/SUPERVISORS TAX SENIORS TAX MANAGERS INTERNS Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top High Net Worth Individuals - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Loading... High-Net Worth Individuals Complex tax situations that need an objective view. High Net Worth Individuals Alex Rubin 2021-02-25T14:24:31-08:00 High-Net Worth Individuals Individual clients that are a good fit for MMA have complex tax situations that need an objective view towards minimizing their tax liability within the law. We add value for sole proprietors, single-member LLCs. real estate investors, pass-through partnerships, and individuals with substantial capital transactions, net operating losses, or credits. Services include: Tax planning and compliance Tax representation before various tax authorities Retirement planning Stock option planning Multi-state tax compliance International/Cross-Border planning & compliance More Client Types CLOSELY-HELD BUSINESSES We take a holistic approach to the accounting services we provide, acting as the cornerstone of professional advisors your business works with as it’s established. Read More >> EMPLOYEE BENEFIT PLANS As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business. Read More >> NON-PROFITS We provide cost-effective services to non-profit organizations. Non-profits that are a good fit for MMA are typically ready for the next stage in their growth and maturity. Read More >> PRIVATE FOUNDATIONS We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status. Read More >> REAL ESTATE For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships. Read More >> TRUSTS & ESTATES Mowat Mackie & Anderson provides skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries. Read More >> Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Audit Seniors/Supervisors Careers at MMA - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Audit Seniors/Supervisors Careers at MMA “Be the partner” in client relationships. Audit Seniors/Supervisors Careers at MMA Alex Rubin 2025-07-25T10:30:40-08:00 Do you fit this description? Experienced and highly motivated Intellectually curious Looking for a challenging and stimulating environment Prefers a workplace that provides autonomy and rewards independent and critical thinking Goes beyond ordinary compliance to provide outstanding service to clients If so, you’d fit right in at MMA – and we’d like to speak with you! How To Apply We offer a challenging and stimulating work environment where we encourage staff to “be the partner” and take an active role in client relationships. If you’re looking for a firm that treats you as a professional with flexibility and opportunities to grow, please contact us. Send your resume and cover letter, including the employment application to: [email protected]. ***For a form-based (fillable PDF) employment application, please send a request to [email protected] . We will review your resume, and if we have an open position that matches your skills, we will contact you. Mowat Mackie & Anderson LLP is an equal opportunity employer. [wpdm_package id=’893′] AUDIT SENIORS / SUPERVISORS We are currently seeking experienced Audit Seniors / Supervisors to serve our client base of privately-held companies and non-profit organizations. Qualified candidates should have the following: At least 4 years recent experience performing all phases of audits and reviews for privately held companies Licensed CPA Strong written and oral communication skills Experience working knowledge of CCH’s Engagement or similar paperless audit software Strong understanding of GAAP, audit and review standards Strong supervisory and ability to run multiple engagements MMA provides a full complement of traditional benefits to its employees, which include: Competitive salaries 401(K) Plan Profit Sharing Plan 3 Weeks Vacation per year 8 paid holidays per year Medical Insurance Dental and Vision Insurance Life Insurance AD&D insurance LTD Insurance 40 hours of Continuing Professional Education Per Year In addition to the benefits listed above, MMA offers “non-traditional” benefits to develop our employees’ skills, knowledge and experience and enhance employee morale and satisfaction: Busy season “treats” (including chair massages, weekly healthy dinners, catered Saturday lunches, and a steady stock of snacks and munchies) Social Events (including firm sponsored after-busy-season party, holiday party and an annual firm picnic). Happy Hours Business Casual Environment and Friday Jeans Day In-House and Off-Site Trainings New Business Incentive Program (compensates any employee of the firm that brings in a new business) Employee Recruitment Referral Program (bonus paid to any employee of the firm that refers a new hire) 100% reimbursement for Masters in Tax program at Golden Gate University or Cal State East Bay to all CPA licensed full-time professional employees (minimum grade and employment length required) CPA Exam support, including: All employees eligible to take the exam may take up to four total days off to take the CPA exam. The Firm will pay 50% of an approved CPA review course for CPA candidates Mowat Mackie & Anderson, LLP is an equal opportunity employer. All qualified applicants will be considered without regard to age, race, color, creed, gender, gender identity, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, or any other consideration prohibited by federal, state or local laws. If you are interested in this opportunity and meet the requirements noted above, please complete the employment application and email a resume along with a cover letter to [email protected] . Direct inquiries only, no agencies or phone calls please. More Careers at MMA: AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Founders, Retired Partners & Principals - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Founders, Retired Partners and Principals Founders, Retired Partners & Principals Alex Rubin 2024-11-21T16:10:03-08:00 Bruce M. Mowat One of the original founders, Bruce’s goal was to create a firm that provides fully integrated audit, tax and business consulting services to small and medium sized business. With this objective in mind, the Firm continues to pay full tuition for its audit and tax professionals who wish to pursue a Masters in Taxation. As a result, our professional staff are able to serve the entire needs of the firm’s businesses clients and their owners. Bruce began his career at Touche Ross and Co. (now Deloitte) in 1970. His philosophy is to encourage all professional staff to “be the Partner” on all engagements and take a personal interest in the success of the Firm’s clients. Bruce has over 40 years of experience in tax compliance, planning and advice to real estate, manufacturing, distributors and many other business clients. Carla S. Bryant Carla specializes in handling complex trusts and estates. She goes above and beyond the compliance work to understand the family dynamics and the role it plays in planning. Carla excels at caring for her clientele, especially the families who are working through sensitive and complicated estate matters. Her clear communication style, empathetic manner and constant commitment to those client relationships set her apart. Carla has 25 years of public accounting experience in providing tax planning, administrative and tax preparation services for complex estates, trusts and individuals. In her practice, she frequently uses forensic accounting to complete estate tax returns and trust accounting. She also works closely with fiduciaries to review financial data to arrive at appropriate funding levels for trusts. Prior to joining the firm in 1993, Carla managed her own practice which handled individual and small business accounting and tax needs. Prior to entering public accounting, Carla served as a senior accountant/financial analyst with Morrison Knudsen, a Fortune 500 company. James D. Anderson (Principal) Jim provides services in a wide variety of income and estate tax areas. He has significant experience in stock option planning, estate planning, and trust and estate administration. He is an exceptional client resource on issues related to Alternative Minimum Tax. Jim served as a Captain in the U.S. Marine Corps from 1964 to 1967. Prior to joining MMA in 1986, he was a tax partner with Ernst & Whinney (now Ernst & Young LLP). During his 16-year tenure, he worked in the National Tax Department in Washington D.C. and in San Francisco, and eventually became Partner-In-Charge of Ernst & Whinney’s tax department in Oakland. Mildred M. Brown Mildred began her career working for the Internal Revenue Service and credits that experience for her fascination with tax law. After nearly a decade, she left the IRS in order to help sail a 40-foot boat across the Atlantic Ocean. Upon her return, she switched to public accounting, which turned out to be just the career she was seeking. Mildred has been a partner at the firm for 20 years. She specializes in trust and estate administration and individual income tax work. In both cases, she provides tax planning and return preparation as well as audit representation when needed. Mildred is often called in to help with difficult situations where there may be personal conflicts or where tax returns haven’t been filed for a number of years and enjoys working closely with the attorney community in the Bay Area. Robert R. Mackie Rob began his career with a four-year stint at the Internal Revenue Service auditing individuals and small businesses. He then joined Touche Ross & Co., where he worked closely with closely held businesses to assist them with their financial reporting and tax issues. Thereafter, he became the controller at Williams-Sonoma, Inc., a position he held when the company went public in 1983. Rob has been a partner at the firm for 25 years. He works primarily in the area of business income taxes, including tax planning and preparation and audit representation before the IRS and FTB. He also provides litigation support and oversees many of the firm’s numerous law firm clients. Rob likes to work closely with company management. His approach is hands-on and he is especially adept at sorting out complex tax or financial situations and penetrating to the core issues that really matter. Lorna Padia Markus (Principal) Lorna Padia Markus has more than 20 years of experience working with closely held businesses, nonprofit agencies, pension plans and individuals. Her focus is on acting as a business partner to her clients as they navigate complex tax laws and accounting rules. Prior to Lorna’s public accounting experience, she also worked with the ALS & Neuromuscular Research Foundation (now a part of the Muscular Dystrophy Association) as their financial officer and has served on numerous nonprofit boards. Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Founders, Retired Partners & Principals - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Founders, Retired Partners and Principals Founders, Retired Partners & Principals Alex Rubin 2024-11-21T16:10:03-08:00 Bruce M. Mowat One of the original founders, Bruce’s goal was to create a firm that provides fully integrated audit, tax and business consulting services to small and medium sized business. With this objective in mind, the Firm continues to pay full tuition for its audit and tax professionals who wish to pursue a Masters in Taxation. As a result, our professional staff are able to serve the entire needs of the firm’s businesses clients and their owners. Bruce began his career at Touche Ross and Co. (now Deloitte) in 1970. His philosophy is to encourage all professional staff to “be the Partner” on all engagements and take a personal interest in the success of the Firm’s clients. Bruce has over 40 years of experience in tax compliance, planning and advice to real estate, manufacturing, distributors and many other business clients. Carla S. Bryant Carla specializes in handling complex trusts and estates. She goes above and beyond the compliance work to understand the family dynamics and the role it plays in planning. Carla excels at caring for her clientele, especially the families who are working through sensitive and complicated estate matters. Her clear communication style, empathetic manner and constant commitment to those client relationships set her apart. Carla has 25 years of public accounting experience in providing tax planning, administrative and tax preparation services for complex estates, trusts and individuals. In her practice, she frequently uses forensic accounting to complete estate tax returns and trust accounting. She also works closely with fiduciaries to review financial data to arrive at appropriate funding levels for trusts. Prior to joining the firm in 1993, Carla managed her own practice which handled individual and small business accounting and tax needs. Prior to entering public accounting, Carla served as a senior accountant/financial analyst with Morrison Knudsen, a Fortune 500 company. James D. Anderson (Principal) Jim provides services in a wide variety of income and estate tax areas. He has significant experience in stock option planning, estate planning, and trust and estate administration. He is an exceptional client resource on issues related to Alternative Minimum Tax. Jim served as a Captain in the U.S. Marine Corps from 1964 to 1967. Prior to joining MMA in 1986, he was a tax partner with Ernst & Whinney (now Ernst & Young LLP). During his 16-year tenure, he worked in the National Tax Department in Washington D.C. and in San Francisco, and eventually became Partner-In-Charge of Ernst & Whinney’s tax department in Oakland. Mildred M. Brown Mildred began her career working for the Internal Revenue Service and credits that experience for her fascination with tax law. After nearly a decade, she left the IRS in order to help sail a 40-foot boat across the Atlantic Ocean. Upon her return, she switched to public accounting, which turned out to be just the career she was seeking. Mildred has been a partner at the firm for 20 years. She specializes in trust and estate administration and individual income tax work. In both cases, she provides tax planning and return preparation as well as audit representation when needed. Mildred is often called in to help with difficult situations where there may be personal conflicts or where tax returns haven’t been filed for a number of years and enjoys working closely with the attorney community in the Bay Area. Robert R. Mackie Rob began his career with a four-year stint at the Internal Revenue Service auditing individuals and small businesses. He then joined Touche Ross & Co., where he worked closely with closely held businesses to assist them with their financial reporting and tax issues. Thereafter, he became the controller at Williams-Sonoma, Inc., a position he held when the company went public in 1983. Rob has been a partner at the firm for 25 years. He works primarily in the area of business income taxes, including tax planning and preparation and audit representation before the IRS and FTB. He also provides litigation support and oversees many of the firm’s numerous law firm clients. Rob likes to work closely with company management. His approach is hands-on and he is especially adept at sorting out complex tax or financial situations and penetrating to the core issues that really matter. Lorna Padia Markus (Principal) Lorna Padia Markus has more than 20 years of experience working with closely held businesses, nonprofit agencies, pension plans and individuals. Her focus is on acting as a business partner to her clients as they navigate complex tax laws and accounting rules. Prior to Lorna’s public accounting experience, she also worked with the ALS & Neuromuscular Research Foundation (now a part of the Muscular Dystrophy Association) as their financial officer and has served on numerous nonprofit boards. Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Managers/Firm Administrator - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Managers/Firm Administrator Managers/Firm Administrator Alex Rubin 2026-05-05T10:41:29-08:00 Mowat Mackie & Anderson Managers/Firm Administrator We hire experienced, top-quality people , who think critically, exert independent judgment and are intellectually curious. We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship. Jordan Bailey Zoe Chu Wasan Maksaereekul Rumi Matsuura Marisa O’Neill Anh Phan Andrey Urakov Alex Rubin Jordan Bailey Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP. He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals. He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries. Qualifications BA/Business Economics with an Accounting emphasis – University of California Santa Barbara MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Sports, music, chess and enjoying time with family Zoe Chu Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs. Qualifications BS – University of Washington, WA MS/Taxation – Golden Gate University, CA California CPA License Professional Affiliations Member – California Society of Certified Public Accountants (CalCPA) Personal Interests Golf, pickleball, yoga, traveling, learning and exploring new things, and spending time with friends and family Wasan Maksaereekul Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas. Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021. Qualifications BS/Accounting and Finance – California State University, Bakersfield CPA – California License Professional Affiliations Member – AICPA Personal Interests Golf, music, reading, and spending time with family Rumi Matsuura Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009. She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies. Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles. Specialties Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts. Works closely with trustees on estate planning, distribution planning and tax compliance. Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges. Qualifications BS in Accounting – Golden Gate University (With Highest Honors in 2004) Graduate Certificate in Taxation – Golden Gate University California CPA License 2008 Professional Affiliations Member – American Institution of Certified Public Accountants (AICPA) Personal Interests Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family. Marisa O’Neill Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs. Qualifications BS/Business Administration: Concentration in Accounting– San Francisco State University MS/Accounting – Saint Mary’s College of California MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Cooking and spending time with family Anh Phan Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals. Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients. Qualifications B.S. Business Administration/Accounting – San Jose State University. California CPA License Professional Affiliations Member – AICPA Personal Interests Traveling, going to concert festivals, trying new brands of matcha, and strength training. Andrey Urakov Andrey’s current work experience focuses on individual tax preparation, trusts and estates. He is forthright and determined in his approach to solving clients’ tax challenges. Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008. He continued his career by joining Eckhoff and Company in 2013. He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020. Qualifications BS/Economics – Russian – American Christian University MBA/Accountancy California State University, Sacramento California CPA License Enrolled Agent designation Professional Affiliations Member – American Institute of Certified Public Accountants Member – California Society of CPAs Personal Interests Avid bicyclist Alex Rubin As Firm Administrator, Alex oversees the day-to-day operations of Mowat, Mackie & Anderson, including HR, payroll, technology, and internal accounting. He began his career in professional services administration with law firms in Santa Barbara, where he spent 15 years managing all aspects of firm operations and driving key system improvements. Since joining MMA in 2021, Alex has enjoyed the challenges of wearing many hats at a firm of this size. He takes pride in implementing systems that make it easier for clients and staff to work together while strengthening Home - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Loading... Not too big. Not too small. Just right. Responsive, creative, high-value CPA services for closely held businesses, high net worth individuals, trusts and estates. Service Areas >> Home Alex Rubin 2021-06-03T19:12:56-08:00 Mowat Mackie & Anderson LLP Certified Public Accountants Just right Isn’t that what you’re looking for in an accounting firm? One that’s big enough to provide the experience, expertise and capabilities you need – yet small enough that you always get input and oversight from the partner that manages your account. That’s MMA. For more than 43 years, we’ve provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services. Our clients have engaged us for long-term relationships because our size, creative solutions, and commitment to delivering services that consistently exceed their expectations are just right. We take great pride in delivering the highest-quality service and are listed as one of the Top Ten East Bay Area accounting firms. Service Areas ACCOUNTING & AUDITING We provide a full range of cost-effective accounting and auditing services. Read More >> TAX PLANNING & COMPLIANCE We take a proactive approach to tax services and consult with clients throughout the year. Read More >> BUSINESS CONSULTING We gauge our worth by the personal and business success of our clients. Read More >> Accounting Services by Client Type CLOSELY-HELD BUSINESSES We’re an advisor who partners with your business to help it grow. We take a holistic approach, where we act as the center of professional advisors your business works with. READ MORE >> EMPLOYEE BENEFIT PLANS As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business. READ MORE >> PRIVATE FOUNDATIONS We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status. READ MORE >> HIGH NET WORTH INDIVIDUALS Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law. READ MORE >> NON-PROFITS We work hard to provide cost-effective services to nonprofit organizations. Nonprofits that are a good fit for MMA are typically ones ready for the next stage in their growth and maturity. READ MORE >> REAL ESTATE For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships. READ MORE >> TRUSTS & ESTATES We provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries. READ MORE >> Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Managers/Firm Administrator - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Managers/Firm Administrator Managers/Firm Administrator Alex Rubin 2026-05-05T10:41:29-08:00 Mowat Mackie & Anderson Managers/Firm Administrator We hire experienced, top-quality people , who think critically, exert independent judgment and are intellectually curious. We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship. Jordan Bailey Zoe Chu Wasan Maksaereekul Rumi Matsuura Marisa O’Neill Anh Phan Andrey Urakov Alex Rubin Jordan Bailey Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP. He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals. He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries. Qualifications BA/Business Economics with an Accounting emphasis – University of California Santa Barbara MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Sports, music, chess and enjoying time with family Zoe Chu Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs. Qualifications BS – University of Washington, WA MS/Taxation – Golden Gate University, CA California CPA License Professional Affiliations Member – California Society of Certified Public Accountants (CalCPA) Personal Interests Golf, pickleball, yoga, traveling, learning and exploring new things, and spending time with friends and family Wasan Maksaereekul Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas. Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021. Qualifications BS/Accounting and Finance – California State University, Bakersfield CPA – California License Professional Affiliations Member – AICPA Personal Interests Golf, music, reading, and spending time with family Rumi Matsuura Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009. She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies. Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles. Specialties Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts. Works closely with trustees on estate planning, distribution planning and tax compliance. Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges. Qualifications BS in Accounting – Golden Gate University (With Highest Honors in 2004) Graduate Certificate in Taxation – Golden Gate University California CPA License 2008 Professional Affiliations Member – American Institution of Certified Public Accountants (AICPA) Personal Interests Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family. Marisa O’Neill Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs. Qualifications BS/Business Administration: Concentration in Accounting– San Francisco State University MS/Accounting – Saint Mary’s College of California MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Cooking and spending time with family Anh Phan Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals. Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients. Qualifications B.S. Business Administration/Accounting – San Jose State University. California CPA License Professional Affiliations Member – AICPA Personal Interests Traveling, going to concert festivals, trying new brands of matcha, and strength training. Andrey Urakov Andrey’s current work experience focuses on individual tax preparation, trusts and estates. He is forthright and determined in his approach to solving clients’ tax challenges. Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008. He continued his career by joining Eckhoff and Company in 2013. He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020. Qualifications BS/Economics – Russian – American Christian University MBA/Accountancy California State University, Sacramento California CPA License Enrolled Agent designation Professional Affiliations Member – American Institute of Certified Public Accountants Member – California Society of CPAs Personal Interests Avid bicyclist Alex Rubin As Firm Administrator, Alex oversees the day-to-day operations of Mowat, Mackie & Anderson, including HR, payroll, technology, and internal accounting. He began his career in professional services administration with law firms in Santa Barbara, where he spent 15 years managing all aspects of firm operations and driving key system improvements. Since joining MMA in 2021, Alex has enjoyed the challenges of wearing many hats at a firm of this size. He takes pride in implementing systems that make it easier for clients and staff to work together while strengthening Founders, Retired Partners & Principals - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Founders, Retired Partners and Principals Founders, Retired Partners & Principals Alex Rubin 2024-11-21T16:10:03-08:00 Bruce M. Mowat One of the original founders, Bruce’s goal was to create a firm that provides fully integrated audit, tax and business consulting services to small and medium sized business. With this objective in mind, the Firm continues to pay full tuition for its audit and tax professionals who wish to pursue a Masters in Taxation. As a result, our professional staff are able to serve the entire needs of the firm’s businesses clients and their owners. Bruce began his career at Touche Ross and Co. (now Deloitte) in 1970. His philosophy is to encourage all professional staff to “be the Partner” on all engagements and take a personal interest in the success of the Firm’s clients. Bruce has over 40 years of experience in tax compliance, planning and advice to real estate, manufacturing, distributors and many other business clients. Carla S. Bryant Carla specializes in handling complex trusts and estates. She goes above and beyond the compliance work to understand the family dynamics and the role it plays in planning. Carla excels at caring for her clientele, especially the families who are working through sensitive and complicated estate matters. Her clear communication style, empathetic manner and constant commitment to those client relationships set her apart. Carla has 25 years of public accounting experience in providing tax planning, administrative and tax preparation services for complex estates, trusts and individuals. In her practice, she frequently uses forensic accounting to complete estate tax returns and trust accounting. She also works closely with fiduciaries to review financial data to arrive at appropriate funding levels for trusts. Prior to joining the firm in 1993, Carla managed her own practice which handled individual and small business accounting and tax needs. Prior to entering public accounting, Carla served as a senior accountant/financial analyst with Morrison Knudsen, a Fortune 500 company. James D. Anderson (Principal) Jim provides services in a wide variety of income and estate tax areas. He has significant experience in stock option planning, estate planning, and trust and estate administration. He is an exceptional client resource on issues related to Alternative Minimum Tax. Jim served as a Captain in the U.S. Marine Corps from 1964 to 1967. Prior to joining MMA in 1986, he was a tax partner with Ernst & Whinney (now Ernst & Young LLP). During his 16-year tenure, he worked in the National Tax Department in Washington D.C. and in San Francisco, and eventually became Partner-In-Charge of Ernst & Whinney’s tax department in Oakland. Mildred M. Brown Mildred began her career working for the Internal Revenue Service and credits that experience for her fascination with tax law. After nearly a decade, she left the IRS in order to help sail a 40-foot boat across the Atlantic Ocean. Upon her return, she switched to public accounting, which turned out to be just the career she was seeking. Mildred has been a partner at the firm for 20 years. She specializes in trust and estate administration and individual income tax work. In both cases, she provides tax planning and return preparation as well as audit representation when needed. Mildred is often called in to help with difficult situations where there may be personal conflicts or where tax returns haven’t been filed for a number of years and enjoys working closely with the attorney community in the Bay Area. Robert R. Mackie Rob began his career with a four-year stint at the Internal Revenue Service auditing individuals and small businesses. He then joined Touche Ross & Co., where he worked closely with closely held businesses to assist them with their financial reporting and tax issues. Thereafter, he became the controller at Williams-Sonoma, Inc., a position he held when the company went public in 1983. Rob has been a partner at the firm for 25 years. He works primarily in the area of business income taxes, including tax planning and preparation and audit representation before the IRS and FTB. He also provides litigation support and oversees many of the firm’s numerous law firm clients. Rob likes to work closely with company management. His approach is hands-on and he is especially adept at sorting out complex tax or financial situations and penetrating to the core issues that really matter. Lorna Padia Markus (Principal) Lorna Padia Markus has more than 20 years of experience working with closely held businesses, nonprofit agencies, pension plans and individuals. Her focus is on acting as a business partner to her clients as they navigate complex tax laws and accounting rules. Prior to Lorna’s public accounting experience, she also worked with the ALS & Neuromuscular Research Foundation (now a part of the Muscular Dystrophy Association) as their financial officer and has served on numerous nonprofit boards. Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Trusts & Estates - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Loading... Trusts and Estates Skilled and compassionate services for families and trustees. Trusts & Estates Alex Rubin 2021-02-25T14:29:36-08:00 Trusts and Estates We provide skilled and compassionate service to families and trustees as they assume their responsibilities as fiduciaries. In addition to compliance work, we advise in tax planning and in litigation matters, including court accounting and family disputes. Services include: Tax planning and compliance Trust funding Administrative and accounting services Calculation of distributions to beneficiaries More Client Types CLOSELY-HELD BUSINESSES We take a holistic approach to the accounting services we provide, acting as the cornerstone of professional advisors your business works with as it’s established. Read More >> EMPLOYEE BENEFIT PLANS As a member of the AICPA Audit Quality Center, we provide expert and practical advice with regards to selecting the right plan for your business. Read More >> HIGH NET WORTH INDIVIDUALS Individual clients that are a good fit for Mowat Mackie & Anderson have complex tax situations that need an objective view towards minimizing their tax liability within the law. Read More >> NON-PROFITS We provide cost-effective services to non-profit organizations. Non-profits that are a good fit for MMA are typically ready for the next stage in their growth and maturity. Read More >> PRIVATE FOUNDATIONS We are able to guide clients through the complex rules regarding private foundations in order to avoid actions that would cause the foundation to lose its tax-exempt status. Read More >> REAL ESTATE For developers and syndicators of complex real estate partnerships, we provide a keen understanding of the tax law surrounding partnerships. Read More >> Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Mission & History - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Mission & History Delivering high-quality, responsive and professional accounting services. Mission & History Alex Rubin 2020-10-22T13:49:23-08:00 Mission To deliver high-quality, responsive and professional services in tax, accounting and consulting to closely held businesses and individuals while providing an atmosphere conducive to personal and professional growth for our employees. History Bruce Mowat founded the firm in 1976 in San Francisco. In 1986, the firm relocated to Oakland to maintain contact with our primary client base in manufacturing, distribution and real estate. Since relocating, MMA has grown into a CPA firm with more than 40 total staff members. GROWTH Since relocating, MMA has added nine partners and grown into a CPA firm with more than 40 total staff members. MOVE TO OAKLAND In 1986, the firm relocated to Oakland to maintain contact with our primary client base in manufacturing, distribution and real estate. FIRM FOUNDED Bruce Mowat founded the firm in 1976 in San Francisco. Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Managers/Firm Administrator - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Managers/Firm Administrator Managers/Firm Administrator Alex Rubin 2026-05-05T10:41:29-08:00 Mowat Mackie & Anderson Managers/Firm Administrator We hire experienced, top-quality people , who think critically, exert independent judgment and are intellectually curious. We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship. Jordan Bailey Zoe Chu Wasan Maksaereekul Rumi Matsuura Marisa O’Neill Anh Phan Andrey Urakov Alex Rubin Jordan Bailey Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP. He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals. He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries. Qualifications BA/Business Economics with an Accounting emphasis – University of California Santa Barbara MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Sports, music, chess and enjoying time with family Zoe Chu Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs. Qualifications BS – University of Washington, WA MS/Taxation – Golden Gate University, CA California CPA License Professional Affiliations Member – California Society of Certified Public Accountants (CalCPA) Personal Interests Golf, pickleball, yoga, traveling, learning and exploring new things, and spending time with friends and family Wasan Maksaereekul Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas. Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021. Qualifications BS/Accounting and Finance – California State University, Bakersfield CPA – California License Professional Affiliations Member – AICPA Personal Interests Golf, music, reading, and spending time with family Rumi Matsuura Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009. She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies. Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles. Specialties Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts. Works closely with trustees on estate planning, distribution planning and tax compliance. Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges. Qualifications BS in Accounting – Golden Gate University (With Highest Honors in 2004) Graduate Certificate in Taxation – Golden Gate University California CPA License 2008 Professional Affiliations Member – American Institution of Certified Public Accountants (AICPA) Personal Interests Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family. Marisa O’Neill Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs. Qualifications BS/Business Administration: Concentration in Accounting– San Francisco State University MS/Accounting – Saint Mary’s College of California MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Cooking and spending time with family Anh Phan Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals. Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients. Qualifications B.S. Business Administration/Accounting – San Jose State University. California CPA License Professional Affiliations Member – AICPA Personal Interests Traveling, going to concert festivals, trying new brands of matcha, and strength training. Andrey Urakov Andrey’s current work experience focuses on individual tax preparation, trusts and estates. He is forthright and determined in his approach to solving clients’ tax challenges. Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008. He continued his career by joining Eckhoff and Company in 2013. He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020. Qualifications BS/Economics – Russian – American Christian University MBA/Accountancy California State University, Sacramento California CPA License Enrolled Agent designation Professional Affiliations Member – American Institute of Certified Public Accountants Member – California Society of CPAs Personal Interests Avid bicyclist Alex Rubin As Firm Administrator, Alex oversees the day-to-day operations of Mowat, Mackie & Anderson, including HR, payroll, technology, and internal accounting. He began his career in professional services administration with law firms in Santa Barbara, where he spent 15 years managing all aspects of firm operations and driving key system improvements. Since joining MMA in 2021, Alex has enjoyed the challenges of wearing many hats at a firm of this size. He takes pride in implementing systems that make it easier for clients and staff to work together while strengthening Susan S. Jordan - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Susan S. Jordan Partner | Mowat Mackie & Anderson Susan S. Jordan Alex Rubin 2025-08-16T02:27:16-08:00 Susan S. Jordan Susan specializes in the full realm of income tax compliance and planning services for individuals, trusts and estates. She has more than 20 years of public accounting experience. Susan’s Accounting Specialties Investment Planning and Income Tax Communications Specific individual services related to income tax planning include: coordinating services with a client’s other professional advisors, stock option planning, consolidating investment reports, IRA distribution planning and considerable experience with income taxing authority correspondence. Estate Taxes, Charitable Trusts and Conservatorships Susan also manages the preparation of complex estate tax returns, including fiduciary returns and advises and prepares income tax returns for charitable remainder trusts. She has substantial experience with elder clients under professional conservatorship requiring special income tax needs, including preparation of delinquent income tax returns and successful negotiation of penalty reductions and abatements on their behalf. QUALIFICATIONS BA/Economics – University of California, Los Angeles MS/Tax – Golden Gate University PROFESSIONAL AFFILIATIONS Member – American Institute of Certified Public Accountants (AICPA) Member – California Society of CPAs (CalCPA) Board member – St. Francis Yacht Club Foundation Board of Trustees – Bayhill High School, Berkeley Former Board member – Girls Inc. of Alameda County PERSONAL INTERESTS Sailing, skiing, and family outings Contact Susan or Mowat Mackie & Anderson at 510-893-1120 or [email protected] LEARN MORE ABOUT OUR OTHER PARTNERS Thomas O. Hatfield Robert B. Rognon Loi P. La Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Thomas O. Hatfield - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Thomas O. Hatfield Partner | Mowat Mackie & Anderson Thomas O. Hatfield Alex Rubin 2025-08-16T02:27:54-08:00 Thomas O. Hatfield Thomas (Tom) O. Hatfield has spent his entire career in public accounting, serving businesses, nonprofit organizations and individuals. He began his public accounting career as an auditor for Touche Ross and Co., where he gained valuable experience auditing a variety of large public and privately held businesses. After discovering that his true passion was working with smaller privately held businesses and their owners, Tom joined the Walnut Creek-based CPA firm Blanding, Boyer and Rockwell LLP (BBR), where he remained for 13 years, ultimately serving as a partner and the director of their audit and accounting practice. Tom joined Mowat Mackie & Anderson in 2004 and has continued serving privately held businesses, individuals and nonprofit organizations. In addition to client service, Tom enjoys serving as the firm’s personnel partner as well as focusing on various firm management responsibilities. QUALIFICATIONS BS/Business with emphasis in economics and accounting – University of California, Santa Barbara Tax and accounting courses – Golden Gate University PROFESSIONAL AFFILIATIONS Member – American Institute of Certified Public Accountants (AICPA) Member – California Society of CPAs (CalCPA) Board member – East Bay Chapter Society of CPAs PERSONAL INTERESTS Reading, sports, music and daily exercise Contact Thomas or Mowat Mackie & Anderson at 510-893-1120 or [email protected] . LEARN MORE ABOUT OUR OTHER PARTNERS Susan S. Jordan Robert B. Rognon Loi P. La Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Privacy Policy - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Privacy Policy Home / Privacy Policy Privacy Policy Alex Rubin 2019-02-13T10:26:42-08:00 PRIVACY POLICY – Mowat Mackie & Anderson LLP Effective date: November 6, 2018 Scope Mowat Mackie & Anderson LLP (“ MMA ”, “we” or “us”, as appropriate), provides this Privacy Policy to inform users of our policies, practices and procedures regarding the collection, use and disclosure of information received from users of the website located at https://www.mowat.com (“ MMA website ”). The MMA website is a business and commercial site. Protecting your Personal Information is our priority This Privacy Policy governs how we collect, use, disclose, transfer and store the information you submit to us as a user or a visitor (collectively “user” or “you” or “Your”) to the MMA website. This Privacy Policy may be updated from time to time, and you are advised to consult this policy regularly, noting any changes since the last update, which is stated on this page This Privacy Policy does not apply to any information you may provide to us offline or through any means other than our Website. For example, this Privacy Policy does not apply to information that you provide to us when you respond by telephone or any other instances in which we may collect information from you offline. This Privacy Policy also does not cover any information collected through any other site or application even if the other site or application is linked to our Website (see the Section below entitled “Third Party Links”) Please take a moment to carefully read and familiarize yourself with our privacy practices. Your continued use of and/or participation on our Website indicates your acceptance of this Privacy Policy and how we collect, use, disclose, transfer and store your information as a user of our Website. You also understand and agree that any dispute regarding our privacy practices is governed by this Privacy Policy based on the laws of the State of California, including but not limited, to the California Consumer Privacy Act of 2018 (“CCPA”) and, as applicable, the EU General Data Protection Regulation (“GDPR”) compliance data relating to International Transfers (see the Section below entitled “International Transfers”). Those who choose to access our Website do so at their own initiative and are responsible for complying with all local laws, rules and regulations. By using and participating in our Website or providing us with your information, you consent to the collection, transfer, storage, access and processing of your information in and/or outside of the state and jurisdiction in which you reside. Additionally, in limited circumstances, described in further detail below, we may also be required by law to collect and further process some of the data you provide or upload to the MMA website or social media platforms. If you have any questions or comments about this Privacy Policy or our use of Personal Information, as herein defined, please contact us at [email protected] or by telephone at (510) 893-1120. . Third Party Links The MMA website may contain links to third party websites, services or applications. This is for your convenience. However, we do not exercise control over any third-party links provided to you as part of our Website or other third-party sites that may place their own cookies or other files on your computer, smart phone, and similar mobile devices, or apps in order to collect data or solicit Personal Information directly from you. In addition, we are not responsible for the privacy policies and practices of any third party and any information you submit to a third party is subject to their privacy policy. Therefore, we cannot be responsible to you at law or otherwise for how the information, inclusive of your Personal Information, you submit to such third parties is used, collected and disclosed. The inclusion of a link on the MMA website to a third-party website does not imply endorsement of the linked site or service by us or by our affiliates. Once you leave our website or are redirected to a third-party website, application, or other online service, we encourage you to read the privacy policy applicable to that third party. Information You Provide “Personal Information” is information that specifically identifies you as a “natural” individual. Personal Information may include, without limitation, your name, email address, postal address and telephone number, geo-location, social security number and credit card information. MMA may access or collect Personal Information, when you voluntarily provide us with such information, or through information you provide us via technology. We collect this Personal Information as well as non-personal information discussed below in a number of different ways. Personal Information For example, we may collect your email and name if you ask us to contact you. In the process, we may ask you to provide us with contact information so we can respond to your question or concern. We may collect and process your Personal Information to the extent necessary to allow us to monitor and respond to website messages. Our ability to collect and process your personal data may be limited by your browser privacy settings. Non-Personal Information. We also collect non-personal information – data in a form that does not permit direct association with any specific individual and this information is collected automatically as described in the Section below (“Information We Collect Automatically”) For example, we may collect information such as occupation, language, zip code, area code unique device identifier location, geo location and the time zone where our Website is accessed and used so that we can better understand user behavior and improve our products and services. If we do combine non-personal information with Personal Information the combined information will be treated a Personal Information for as long as it remains combined. Information We Collect Automatically (Technology) We may also automatically collect information you provide through technology, such as through a “cookie” or tracking pixel placed on your computer when you visit the MMA website. This information can include your IP address, browser type, domain names, access times and referring website addresses. This information is used to help us operate and maintain the quality of our services to you, to improve the personalization of our service, to detect fraud and to provide general statistics regarding use of the MMA website. We encourage you to review the privacy statements of websites and social media platforms you may choose to visit which may be linked to from the MMA website, so that you can understand how those websites and platforms collect, use and share your information. We are not responsible for the privacy statements or other content on websites or platforms outside of the MMA website. Social Networking You can engage with our content such as applications, video, and other offerings, on or Managers/Firm Administrator - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Managers/Firm Administrator Managers/Firm Administrator Alex Rubin 2026-05-05T10:41:29-08:00 Mowat Mackie & Anderson Managers/Firm Administrator We hire experienced, top-quality people , who think critically, exert independent judgment and are intellectually curious. We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship. Jordan Bailey Zoe Chu Wasan Maksaereekul Rumi Matsuura Marisa O’Neill Anh Phan Andrey Urakov Alex Rubin Jordan Bailey Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP. He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals. He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries. Qualifications BA/Business Economics with an Accounting emphasis – University of California Santa Barbara MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Sports, music, chess and enjoying time with family Zoe Chu Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs. Qualifications BS – University of Washington, WA MS/Taxation – Golden Gate University, CA California CPA License Professional Affiliations Member – California Society of Certified Public Accountants (CalCPA) Personal Interests Golf, pickleball, yoga, traveling, learning and exploring new things, and spending time with friends and family Wasan Maksaereekul Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas. Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021. Qualifications BS/Accounting and Finance – California State University, Bakersfield CPA – California License Professional Affiliations Member – AICPA Personal Interests Golf, music, reading, and spending time with family Rumi Matsuura Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009. She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies. Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles. Specialties Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts. Works closely with trustees on estate planning, distribution planning and tax compliance. Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges. Qualifications BS in Accounting – Golden Gate University (With Highest Honors in 2004) Graduate Certificate in Taxation – Golden Gate University California CPA License 2008 Professional Affiliations Member – American Institution of Certified Public Accountants (AICPA) Personal Interests Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family. Marisa O’Neill Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs. Qualifications BS/Business Administration: Concentration in Accounting– San Francisco State University MS/Accounting – Saint Mary’s College of California MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Cooking and spending time with family Anh Phan Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals. Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients. Qualifications B.S. Business Administration/Accounting – San Jose State University. California CPA License Professional Affiliations Member – AICPA Personal Interests Traveling, going to concert festivals, trying new brands of matcha, and strength training. Andrey Urakov Andrey’s current work experience focuses on individual tax preparation, trusts and estates. He is forthright and determined in his approach to solving clients’ tax challenges. Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008. He continued his career by joining Eckhoff and Company in 2013. He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020. Qualifications BS/Economics – Russian – American Christian University MBA/Accountancy California State University, Sacramento California CPA License Enrolled Agent designation Professional Affiliations Member – American Institute of Certified Public Accountants Member – California Society of CPAs Personal Interests Avid bicyclist Alex Rubin As Firm Administrator, Alex oversees the day-to-day operations of Mowat, Mackie & Anderson, including HR, payroll, technology, and internal accounting. He began his career in professional services administration with law firms in Santa Barbara, where he spent 15 years managing all aspects of firm operations and driving key system improvements. Since joining MMA in 2021, Alex has enjoyed the challenges of wearing many hats at a firm of this size. He takes pride in implementing systems that make it easier for clients and staff to work together while strengthening Founders, Retired Partners & Principals - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Founders, Retired Partners and Principals Founders, Retired Partners & Principals Alex Rubin 2024-11-21T16:10:03-08:00 Bruce M. Mowat One of the original founders, Bruce’s goal was to create a firm that provides fully integrated audit, tax and business consulting services to small and medium sized business. With this objective in mind, the Firm continues to pay full tuition for its audit and tax professionals who wish to pursue a Masters in Taxation. As a result, our professional staff are able to serve the entire needs of the firm’s businesses clients and their owners. Bruce began his career at Touche Ross and Co. (now Deloitte) in 1970. His philosophy is to encourage all professional staff to “be the Partner” on all engagements and take a personal interest in the success of the Firm’s clients. Bruce has over 40 years of experience in tax compliance, planning and advice to real estate, manufacturing, distributors and many other business clients. Carla S. Bryant Carla specializes in handling complex trusts and estates. She goes above and beyond the compliance work to understand the family dynamics and the role it plays in planning. Carla excels at caring for her clientele, especially the families who are working through sensitive and complicated estate matters. Her clear communication style, empathetic manner and constant commitment to those client relationships set her apart. Carla has 25 years of public accounting experience in providing tax planning, administrative and tax preparation services for complex estates, trusts and individuals. In her practice, she frequently uses forensic accounting to complete estate tax returns and trust accounting. She also works closely with fiduciaries to review financial data to arrive at appropriate funding levels for trusts. Prior to joining the firm in 1993, Carla managed her own practice which handled individual and small business accounting and tax needs. Prior to entering public accounting, Carla served as a senior accountant/financial analyst with Morrison Knudsen, a Fortune 500 company. James D. Anderson (Principal) Jim provides services in a wide variety of income and estate tax areas. He has significant experience in stock option planning, estate planning, and trust and estate administration. He is an exceptional client resource on issues related to Alternative Minimum Tax. Jim served as a Captain in the U.S. Marine Corps from 1964 to 1967. Prior to joining MMA in 1986, he was a tax partner with Ernst & Whinney (now Ernst & Young LLP). During his 16-year tenure, he worked in the National Tax Department in Washington D.C. and in San Francisco, and eventually became Partner-In-Charge of Ernst & Whinney’s tax department in Oakland. Mildred M. Brown Mildred began her career working for the Internal Revenue Service and credits that experience for her fascination with tax law. After nearly a decade, she left the IRS in order to help sail a 40-foot boat across the Atlantic Ocean. Upon her return, she switched to public accounting, which turned out to be just the career she was seeking. Mildred has been a partner at the firm for 20 years. She specializes in trust and estate administration and individual income tax work. In both cases, she provides tax planning and return preparation as well as audit representation when needed. Mildred is often called in to help with difficult situations where there may be personal conflicts or where tax returns haven’t been filed for a number of years and enjoys working closely with the attorney community in the Bay Area. Robert R. Mackie Rob began his career with a four-year stint at the Internal Revenue Service auditing individuals and small businesses. He then joined Touche Ross & Co., where he worked closely with closely held businesses to assist them with their financial reporting and tax issues. Thereafter, he became the controller at Williams-Sonoma, Inc., a position he held when the company went public in 1983. Rob has been a partner at the firm for 25 years. He works primarily in the area of business income taxes, including tax planning and preparation and audit representation before the IRS and FTB. He also provides litigation support and oversees many of the firm’s numerous law firm clients. Rob likes to work closely with company management. His approach is hands-on and he is especially adept at sorting out complex tax or financial situations and penetrating to the core issues that really matter. Lorna Padia Markus (Principal) Lorna Padia Markus has more than 20 years of experience working with closely held businesses, nonprofit agencies, pension plans and individuals. Her focus is on acting as a business partner to her clients as they navigate complex tax laws and accounting rules. Prior to Lorna’s public accounting experience, she also worked with the ALS & Neuromuscular Research Foundation (now a part of the Muscular Dystrophy Association) as their financial officer and has served on numerous nonprofit boards. Mowat Mackie & Anderson LLP San Francisco Bay Area Accounting Services 555 12th Street, Suite 1200 Oakland, California 94607 Email: [email protected] Tel: 510-893-1120   Mowat Mackie & Anderson LLP is a full-service accounting firm based in Oakland, Northern California. HOME ABOUT SERVICES CLIENTS BLOG RESOURCES CONTACT CLIENT PORTAL Pay by Credit Card or eCheck PARTNERS THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA Copyright Mowat Mackie & Anderson. All Rights Reserved | PRIVACY POLICY LinkedIn Twitter Instagram Facebook Page load link Go to Top Managers/Firm Administrator - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Managers/Firm Administrator Managers/Firm Administrator Alex Rubin 2026-05-05T10:41:29-08:00 Mowat Mackie & Anderson Managers/Firm Administrator We hire experienced, top-quality people , who think critically, exert independent judgment and are intellectually curious. We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship. Jordan Bailey Zoe Chu Wasan Maksaereekul Rumi Matsuura Marisa O’Neill Anh Phan Andrey Urakov Alex Rubin Jordan Bailey Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP. He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals. He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries. Qualifications BA/Business Economics with an Accounting emphasis – University of California Santa Barbara MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Sports, music, chess and enjoying time with family Zoe Chu Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs. Qualifications BS – University of Washington, WA MS/Taxation – Golden Gate University, CA California CPA License Professional Affiliations Member – California Society of Certified Public Accountants (CalCPA) Personal Interests Golf, pickleball, yoga, traveling, learning and exploring new things, and spending time with friends and family Wasan Maksaereekul Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas. Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021. Qualifications BS/Accounting and Finance – California State University, Bakersfield CPA – California License Professional Affiliations Member – AICPA Personal Interests Golf, music, reading, and spending time with family Rumi Matsuura Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009. She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies. Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles. Specialties Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts. Works closely with trustees on estate planning, distribution planning and tax compliance. Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges. Qualifications BS in Accounting – Golden Gate University (With Highest Honors in 2004) Graduate Certificate in Taxation – Golden Gate University California CPA License 2008 Professional Affiliations Member – American Institution of Certified Public Accountants (AICPA) Personal Interests Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family. Marisa O’Neill Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs. Qualifications BS/Business Administration: Concentration in Accounting– San Francisco State University MS/Accounting – Saint Mary’s College of California MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Cooking and spending time with family Anh Phan Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals. Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients. Qualifications B.S. Business Administration/Accounting – San Jose State University. California CPA License Professional Affiliations Member – AICPA Personal Interests Traveling, going to concert festivals, trying new brands of matcha, and strength training. Andrey Urakov Andrey’s current work experience focuses on individual tax preparation, trusts and estates. He is forthright and determined in his approach to solving clients’ tax challenges. Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008. He continued his career by joining Eckhoff and Company in 2013. He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020. Qualifications BS/Economics – Russian – American Christian University MBA/Accountancy California State University, Sacramento California CPA License Enrolled Agent designation Professional Affiliations Member – American Institute of Certified Public Accountants Member – California Society of CPAs Personal Interests Avid bicyclist Alex Rubin As Firm Administrator, Alex oversees the day-to-day operations of Mowat, Mackie & Anderson, including HR, payroll, technology, and internal accounting. He began his career in professional services administration with law firms in Santa Barbara, where he spent 15 years managing all aspects of firm operations and driving key system improvements. Since joining MMA in 2021, Alex has enjoyed the challenges of wearing many hats at a firm of this size. He takes pride in implementing systems that make it easier for clients and staff to work together while strengthening Managers/Firm Administrator - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Managers/Firm Administrator Managers/Firm Administrator Alex Rubin 2026-05-05T10:41:29-08:00 Mowat Mackie & Anderson Managers/Firm Administrator We hire experienced, top-quality people , who think critically, exert independent judgment and are intellectually curious. We encourage all certified staff to obtain their Masters in Tax, and encourage them to be involved in all aspects of the client relationship. Jordan Bailey Zoe Chu Wasan Maksaereekul Rumi Matsuura Marisa O’Neill Anh Phan Andrey Urakov Alex Rubin Jordan Bailey Jordan began his career in public accounting right here at Mowat Mackie & Anderson LLP. He has developed a wide breadth of skills by operating within the firm as a generalist, providing assurance, attest and tax services for closely held businesses and high net-worth individuals. He particularly enjoys working through complex tax and accounting challenges faced by small businesses across a variety of industries. Qualifications BA/Business Economics with an Accounting emphasis – University of California Santa Barbara MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Sports, music, chess and enjoying time with family Zoe Chu Zoe has more than a decade of experience in public accounting, providing audit and tax services to a diverse clientele, including closely held businesses, nonprofit organizations, trusts and estates, and high-net-worth individuals. She also provides international tax services, assisting U.S. expatriates and foreign nationals with their unique tax needs. Qualifications BS – University of Washington, WA MS/Taxation – Golden Gate University, CA California CPA License Professional Affiliations Member – California Society of Certified Public Accountants (CalCPA) Personal Interests Golf, pickleball, yoga, traveling, learning and exploring new things, and spending time with friends and family Wasan Maksaereekul Wasan has over a decade of experience in public accounting, providing assurance, attest, and tax services. He has worked with broad range of clients including privately held companies, partnerships, estates, trusts, and individuals. He has serviced and assisted clients in a variety of industries ranging from professional services, construction, real estate, farming, to oil & gas. Wasan began his public accounting career in the Central Valley with a regional public accounting firm. He joined Mowat Mackie & Anderson, LLP in 2021. Qualifications BS/Accounting and Finance – California State University, Bakersfield CPA – California License Professional Affiliations Member – AICPA Personal Interests Golf, music, reading, and spending time with family Rumi Matsuura Rumi began her career in Japan, where she worked in banking and with other private companies as a controller. She moved to the U.S. in 2001 and Rumi joined Mowat Mackie & Anderson in 2009. She started her public accounting career with Eckhoff Accountancy Corporation in San Rafael, where she focused on audits, reviews, and compilations for private companies. Rumi has prepared tax returns for corporations, individuals, and trusts, and gained a solid foundation in accounting principles. Specialties Focuses on taxation, and specializes in trusts and estates, with an emphasis on special need trusts. Works closely with trustees on estate planning, distribution planning and tax compliance. Extensive experience in oil and gas industry taxation, rental real estate and 1031 exchanges. Qualifications BS in Accounting – Golden Gate University (With Highest Honors in 2004) Graduate Certificate in Taxation – Golden Gate University California CPA License 2008 Professional Affiliations Member – American Institution of Certified Public Accountants (AICPA) Personal Interests Tennis, skiing, yoga, running, cooking, traveling to visit family in Japan and spending time with family. Marisa O’Neill Marisa is a Tax Manager at Mowat Mackie & Anderson, where she provides general accounting support and tax services to individuals and businesses, with a particular focus on real estate entities. Since joining the firm as an intern in 2014, she has built a strong track record of helping clients navigate complex tax situations. Marisa enjoys the challenge of untangling intricate tax issues and is committed to delivering accurate, dependable solutions tailored to each client’s needs. Qualifications BS/Business Administration: Concentration in Accounting– San Francisco State University MS/Accounting – Saint Mary’s College of California MS/Taxation – Golden Gate University California CPA License Professional Affiliations Member – American Institute of Certified Public Accountants Personal Interests Cooking and spending time with family Anh Phan Anh began her career with PricewaterhouseCoopers (PwC) Northern California Global Mobility Services practice. She joined Mowat Mackie & Anderson in 2024. With over 12 years of expat tax compliance experience, Anh has worked with broad range of clients including large to mid-sized technology companies, estates, trusts, and individuals. Anh brings both solid tax background and program management experiences to make the tax compliance and planning processes more value-driven, effective and efficient for her clients. Qualifications B.S. Business Administration/Accounting – San Jose State University. California CPA License Professional Affiliations Member – AICPA Personal Interests Traveling, going to concert festivals, trying new brands of matcha, and strength training. Andrey Urakov Andrey’s current work experience focuses on individual tax preparation, trusts and estates. He is forthright and determined in his approach to solving clients’ tax challenges. Andrey began his public accounting career with Goodman Accountancy, Inc. in San Rafael in 2008. He continued his career by joining Eckhoff and Company in 2013. He joined Mowat Mackie & Anderson LLP as a Tax Manager in 2020. Qualifications BS/Economics – Russian – American Christian University MBA/Accountancy California State University, Sacramento California CPA License Enrolled Agent designation Professional Affiliations Member – American Institute of Certified Public Accountants Member – California Society of CPAs Personal Interests Avid bicyclist Alex Rubin As Firm Administrator, Alex oversees the day-to-day operations of Mowat, Mackie & Anderson, including HR, payroll, technology, and internal accounting. He began his career in professional services administration with law firms in Santa Barbara, where he spent 15 years managing all aspects of firm operations and driving key system improvements. Since joining MMA in 2021, Alex has enjoyed the challenges of wearing many hats at a firm of this size. He takes pride in implementing systems that make it easier for clients and staff to work together while strengthening Senior Accountant Careers at MMA - Mowat Mackie & Anderson Accountants | East Bay Skip to content 510-893-1120 | information@mowat.com LinkedIn Twitter Instagram Facebook CLIENT PORTAL Pay by Credit Card or eCheck ABOUT PARTNERS >> THOMAS O. HATFIELD SUSAN S. JORDAN ROBERT B. ROGNON LOI P. LA MANAGERS/FIRM ADMINISTRATOR >> JORDAN BAILEY ZOE CHU WASAN MAKSAEREEKUL RUMI MATSUURA MARISA O’NEILL ANH PHAN ANDREY URAKOV ALEX RUBIN FOUNDERS, RETIRED PARTNERS & PRINCIPALS >> BRUCE M. MOWAT CARLA BRYANT JAMES D. ANDERSON MILDRED M. BROWN ROBERT M. MACKIE LORNA PADIA MARKUS MISSION & HISTORY CAREERS >> AUDIT SENIORS/SUPERVISORS AUDIT MANAGERS TAX SENIORS TAX MANAGERS INTERNS SERVICES ACCOUNTING & AUDITING BUSINESS CONSULTING TAX PLANNING & COMPLIANCE CLIENT PROFILES CLOSELY-HELD BUSINESSES HIGH NET WORTH INDIVIDUALS NON-PROFITS PRIVATE FOUNDATIONS REAL ESTATE TRUSTS & ESTATES BLOG RESOURCES CONTACT Search for: Search for: Senior Accountant Careers at MMA “Be the partner” in client relationships. Senior Accountant Careers at MMA Alex Rubin 2025-07-25T10:32:42-08:00 Do you fit this description? Experienced and highly motivated Intellectually curious Looking for a challenging and stimulating environment Prefers a workplace that provides autonomy and rewards independent and critical thinking Goes beyond ordinary compliance to provide outstanding service to clients If so, you’d fit right in at MMA – and we’d like to speak with you! How To Apply We offer a challenging and stimulating work environment where we encourage staff to “be the partner” and take an active role in client relationships. If you’re looking for a firm that treats you as a professional with flexibility and opportunities to grow, please contact us. Send your resume and cover letter, including the employment application to: [email protected]. ***For a form-based (fillable PDF) employment application, please send a request to [email protected] . We will review your resume, and if we have an open position that matches your skills, we will contact you. Mowat Mackie & Anderson LLP is an equal opportunity employer. SENIOR ACCOUNTANT Perform all types of complex tax returns at federal, multi-state, and international level including consolidated entity, high net worth expat individuals, trust and estate, gift tax with minimal supervision; Conduct tax research, tax planning and projections for individuals and business entities with minimal supervision; Analyze financial data, evaluate financial statements, consult with clients regarding bookkeeping or accounting issues; Evaluate, review staff accountants’ work, provide feedback, and report to managers and partners; Initiate client contact for planning and scheduling work, participate actively in client meetings, strengthen quality client relationship and loyalty; Develop knowledge of accounting principles and tax laws and a thorough understanding of tax return process commensurate with role; Enhance working knowledge of Axcess Tax, tax planning software, Engagement and QuickBooks; Demonstrate critical self-review skills, develop a sense of scope and exercise good judgment, identify opportunities for improved performance in the next engagement; Deliver a complete high quality work product that i