Cassandra Lodore, Cpa Email & Phone Number

Portland, Or, Us

Manage and implement internship, new staff, and lateral hire trainings. Maintain and create training content and training video library. Write procedure documents for department. Facilitate department wide and management level meetings weekly. Act as Tax help desk for software and technical issues for all levels. Roll out software changes and trainings. Manage advisor/advisee program for all departments. Provide training and support for individuals and professional relationships. Manage and… Show more Manage and implement internship, new staff, and lateral hire trainings. Maintain and create training content and training video library. Write procedure documents for department. Facilitate department wide and management level meetings weekly. Act as Tax help desk for software and technical issues for all levels. Roll out software changes and trainings. Manage advisor/advisee program for all departments. Provide training and support for individuals and professional relationships. Manage and facilitate job evaluations for firm and the bi-annual review process. Participate in WLI and DEI committee. Manage campus and lateral recruiting for 2021. Show less

Manage and review multiple client engagements throughout the year, including federal and state filings, estimated payments, and tax consulting on sales and purchases. Perform as an advisor to multiple staff, including giving constructive feedback and bi-annual reviews. Facilitate committees and host multiple trainings a month for all levels of the tax department.

Prepare complex individual and entity tax returns. Delegate and review portions of large engagements and entire small engagements. Client contact on many engagements, large and small. Participate and facilitate process and CPE committees. Participate in 2 yr leadership development program.

Work with managers to create and implement tax trainings for new hires and internship classes. Maintain and create training curriculum.

Prepare complex individual and entity tax returns. Repeat client engagements over multiple seasons and work with many different shareholders and incharges

Portland, Oregon Area

Preparer expatriate individual tax returns, corporate tax returns, and extensions

Portland, Oregon Area

Preparer complex individual tax returns in Sureprep software.

Neotsu Or

I create specialty organic tea mixes that I supply to local cafes and inns. All herbal ingredients are grown in Oregon and every recipe is original.

Neotsu Or

I preform internet research for individuals and small businesses on a consultant basis. I've researched updated information for books and created a book index. I've used quickbooks to get businesses up to date on their receipts and payroll. I've created custom reports on a variety of subjects and frequently preform social media background checks on individuals to clear them for interviews. I also design, create, and maintain custom websites.

Neskowin Or

In this position I helped to supervise students, provide learning experiences, and establish natural consequences. I lead field trips to the Cape Kiwanda tide pools for students in grades 3-6.

Neotsu Or

As a program leader I helped to provide counselors and students with an engaging outdoor science experience. I trained and mentored counselors to facilitate activities and provide leadership for sixth grade students. I planed and executed social living components of the program and supported educational field studies.

The Evergreen State College

With this position I interviewed, hired, trained, and scheduled employees. I provided excellent customer service by greeting all customers, answering questions, addressing problems and complaints, and providing assistance. I performed opening and closing procedures, telephone, filing, photocopier, Internet research, word processing, data entry, and fax duties.

Education record

Accounting Prerequisites, Accounting

Accounting

Bachelor'S Degree, Psychology

Activities and Societies: I was very involved in the theater at Evergreen and acted in and directed several large scale productions.