Tax And Project Specialist
Current
Jul 2024 - Present
AeroLeads people directory · profile
Caroline Stone Email & Phone Number
Tax and Project Specialist
at
YTTERBERG DEERY KNULL LLP
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Tax and Project Specialist
Location
Atlanta, Georgia, United States
Company size
Who is Caroline Stone? Overview
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Quick answer
Caroline Stone is listed as Tax and Project Specialist at YTTERBERG DEERY KNULL LLP, a with 21 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Caroline Stone.
Caroline Stone previously worked as Family Office Tax Director at Cox Enterprises and Family Office Accountant - Senior Tax Manager at Cox Enterprises. Caroline Stone holds Master Of Accounting (M.Acc) And Bachelor Of Science In Accounting (B.S.Ac.); Minor In French from University Of Florida.
Company email context
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YTTERBERG DEERY KNULL LLP
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Profile bio
About Caroline Stone
Dedicated, highly-organized with attention-to-detail, and team-oriented professional offering significant experience in financial and tax planning services for ultra-high net worth, sophisticated family office. Resourceful and critical thinker adept at managing fast-paced and complex situations with appropriate discretion and follow-through skills. Advocate continuous improvements and motivated to pioneer new projects. Communicative, approachable, and efficient service provider with unwavering commitment to success of team.
Current workplace
Caroline Stone's current company
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Ytterberg Deery Knull Llp
5 roles
Caroline Stone work experience
A career timeline built from the work history available for this profile.
Family Office Tax Director
Selected by VP of Tax & Generational Planning to help develop new Family Office team focused on providing comprehensive tax and wealth management services to Cox family.• Developed new processes and improved structure of data, streamlining services for estate administration, planning transactions and other generational planning.• Collaborated with tax and wealth advisors to develop effective planning solutions, meeting each family member’s unique needs and circumstances.• Created and directed tax planning forecasts and models, including budgeting and tax projections, supporting decision-making.
Jan 2022 - Sep 2023
Family Office Accountant - Senior Tax Manager
Managed and mentored 3 accountants responsible for financial reporting, cash forecasting / budgeting, and tax and transactional activities around private trust company, real estate entities, investment partnership, and foundations. Led team in providing shareholder relations activities, such as company dividend, share ledger, related party reporting, and shareholder loan operations.• Served as core developer of initial financial services infrastructure.• Drove and implemented planning transactions and tax controversy support.
May 2014 - Dec 2021
Tax Senior Associate (Financial Services)
Jul 2009 - Mar 2014
Corporate Tax Intern
Jun 2007 - Aug 2007
Team & coworkers
Colleagues at YTTERBERG DEERY KNULL LLP
Other employees you can reach at ydklaw.com. View company contacts for 21 employees →
AG
Ali Guill
Colleague at Ytterberg Deery Knull LlpGreater Houston, United States
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WK
Warren Knull
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
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NJ
Nelle Jennings
Colleague at Ytterberg Deery Knull LlpAustin, Texas, United States
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TC
Theodore Chavez
Colleague at Ytterberg Deery Knull LlpLondon, England, United Kingdom
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AY
Alan Ytterberg
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
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JS
Jennifer Strauss
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
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KS
Kristi Sofka
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
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EA
Elizabeth Arrigo
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
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JM
Joselyne Molina
Colleague at Ytterberg Deery Knull LlpPasadena, Texas, United States
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Ali Guill
Colleague at Ytterberg Deery Knull LlpGreater Houston, United States
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WK
Warren Knull
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
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NJ
Nelle Jennings
Colleague at Ytterberg Deery Knull LlpAustin, Texas, United States
View →
TC
Theodore Chavez
Colleague at Ytterberg Deery Knull LlpLondon, England, United Kingdom
View →
AY
Alan Ytterberg
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
View →
JS
Jennifer Strauss
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
View →
KS
Kristi Sofka
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
View →
EA
Elizabeth Arrigo
Colleague at Ytterberg Deery Knull LlpHouston, Texas, United States
View →
JM
Joselyne Molina
Colleague at Ytterberg Deery Knull LlpPasadena, Texas, United States
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2 education records
Caroline Stone education
Master Of Accounting (M.Acc) And Bachelor Of Science In Accounting (B.S.Ac.); Minor In French
Education record
East Chapel Hill High School
FAQ
Frequently asked questions about Caroline Stone
Quick answers generated from the profile data available on this page.
What company does Caroline Stone work for?
Caroline Stone works for YTTERBERG DEERY KNULL LLP.
What is Caroline Stone's role at YTTERBERG DEERY KNULL LLP?
Caroline Stone is listed as Tax and Project Specialist at YTTERBERG DEERY KNULL LLP.
Where is Caroline Stone based?
Caroline Stone is based in Atlanta, Georgia, United States while working with YTTERBERG DEERY KNULL LLP.
What companies has Caroline Stone worked for?
Caroline Stone has worked for Ytterberg Deery Knull Llp, Cox Enterprises, and Pwc.
Who are Caroline Stone's colleagues at YTTERBERG DEERY KNULL LLP?
Caroline Stone's colleagues at YTTERBERG DEERY KNULL LLP include Ali Guill, Warren Knull, Nelle Jennings, Theodore Chavez, and Alan Ytterberg.
How can I contact Caroline Stone?
You can use AeroLeads to view verified contact signals for Caroline Stone at YTTERBERG DEERY KNULL LLP, including work email, phone, and LinkedIn data when available.
What schools did Caroline Stone attend?
Caroline Stone holds Master Of Accounting (M.Acc) And Bachelor Of Science In Accounting (B.S.Ac.); Minor In French from University Of Florida.
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