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Partner, Lindquist LLP
Jessica R. Roster, CPA, is a partner in Lindquist’s San Ramon, California, office. Jessica has more than 15 years of audit and accounting experience with employee benefit plans, not-for-profits and labor organizations. She played a key role in the firm’s transition to a paperless system, which required the creation of numerous processes and procedures. Jessica is also passionate about counseling and mentoring staff.
Her professional memberships include the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), and the International Foundation of Employee Benefit Plans (IFEBP). Jessica received a Bachelor of Science Degree in economics with an emphasis in accounting from the University of California, Santa Cruz.
Jessica also teaches courses for industry associations about the pros and cons of starting a business, recordkeeping, and the distinctions and tax implications between legal classifications such as sole proprietorship and incorporation.
Jessica served as a speaker at the CalCPA Education Foundation Employee Benefit Plans’ Annual Audit Conference, where she co-presented How Simple is the Simplification for Employee Benefit Plans?
Jessica has authored articles for both internal publications, as well as industry-wide publications. In 2016, Jessica co-authored Top 5 Errors Found in 401(k) Plan Audits for the September issue of the IFEBP’s Benefit Magazine and an article for Lindquist’s Industry Outlook Publication, Lindquist Lookout, on trustee expense scrutiny by the Department of Labor.
Jessica is passionate about giving back to her community. Jessica recently volunteered alongside staff in Lindquist’s Day of Service event at the Open Heart Kitchen - Pleasanton Senior Center, where she helped serve prepared, nutritious meals free of charge to the hungry people of the Tri-Valley area.
In her free time, Jessica enjoys traveling and spending time with her husband Dan and their two year-old daughter Mia.