Janet Josey, CPA, EA
Managing Director, Head of Tax
Janet Josey serves as Managing Director and the Head of Tax for Quotient Wealth Partners. With over 20 years of experience working in U.S. Federal, State, and local partnership tax compliance and consulting, Janet partners closely with advisors to improve processes, drive scalability, and deliver high-quality client experience.
Janet works directly with clients on sophisticated tax planning and compliance strategies, translating complex tax matters into practical, forward-looking solutions aligned with their broader wealth and business objectives. Prior to her role with Quotient Wealth Partners, Janet held various roles at major tax firms, such as Tax Managing Director, Tax Director and Senior Tax Manager.
Janet holds a Bachelor of Commerce from Madurai Kamaraj University in India, and two MBAs—from Louisiana State University, Shreveport, and the Indian Institute of Planning and Management, India.
Outside of work, Janet enjoys classical music and opera, books, creative home & Christmas décor, and hosting family and close friends. Philanthropy is deeply personal to Janet and her family, rooted in her mother’s lifelong commitment to supporting orphaned children and expanding access to education in India. For Janet, honoring her mother’s legacy is a privilege that shapes how Janet and her brother give, serve, and live with compassion and purpose.
CPA - Certified Public Accountant
The CPA designation is obtained bypassing the Uniform Certified Public Accountant Examination set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the exam typically requires a candidate to hold a bachelor’s degree with a minimum number of qualifying hours in accounting and business administration, plus an additional one-year study. Additionally, candidates are required to have work experience in public accounting, with state-varying minimum requirements. Applicants for the CPA designation must also complete an exam on ethics, including state specific rules for professional accounting practice. The designation also requires continued education courses; requirements vary by state but usually require 120 hours every 3 years, with a minimum of 20 of these done each year. Many states also require ethics courses to be taken every renewal period, with a time range of 2-8 hours.