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A Tax Accountant with a BA in Business in 1999 and a CPA in 2001.

Since 3/07, she has been working at an investment company for high net worth clients as a Tax Associate.  She is responsible for the preparation of individual 1040 tax returns, partnership, trust and S corporation returns using Pro-Systems.  She does tax research and tax notices, updates performance reports, net worth and asset allocation exhibits for client update meeting.

Previously, she worked 13 yEArs for NCB as a Tax Accountant.  She started as a Branch Account Representative and was promoted to Investment Specialist and finally promoted to Tax Accountant in 11/01.

Please contact us about Candidate #19132

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