Cassandra Swanson

Cassandra Swanson Email and Phone Number

Tax Senior @ Plante Moran
Stoneham, MA, US
Cassandra Swanson's Location
Stoneham, Massachusetts, United States, United States
Cassandra Swanson's Contact Details

Cassandra Swanson work email

Cassandra Swanson personal email

n/a
About Cassandra Swanson

I am a Senior Tax Associate at Tonneson and joined in 2020. I mainly work with trusts and individual taxation clients. I hold a BSBA with a concentration in accounting from Suffolk University. I am a member of the Massachusetts Society of CPAs (MassCPAs), which highlights my commitment to professional development and staying connected with the accounting community.With my professional expertise in tax and my diverse range of interests outside of work, I bring a well-rounded perspective to my role as a Senior Tax Associate at the firm.

Cassandra Swanson's Current Company Details
Plante Moran

Plante Moran

View
Tax Senior
Stoneham, MA, US
Website:
plantemoran.com
Employees:
4557
Cassandra Swanson Work Experience Details
  • Plante Moran
    Tax Senior
    Plante Moran
    Stoneham, Ma, Us
  • Tonneson + Co
    Senior Tax Associate
    Tonneson + Co Aug 2023 - Present
    Wakefield, Ma, Us
  • Tonneson + Co
    Tax Associate
    Tonneson + Co Jan 2020 - Present
    Wakefield, Ma, Us
  • Girl Scouts Of Eastern Massachusetts
    Accounting Intern
    Girl Scouts Of Eastern Massachusetts May 2018 - Dec 2019
    Waltham, Massachusetts, Us
    • Record Accounts Payable entries to ensure timeliness and accuracy• Perform cash receipts and cash disbursements• Prepare and process general ledger journal entries• Maintain supporting schedules as needed• Prepare and reconcile various bank and general ledger accounts• Produce reports to support data entry• Assist in resolving issues related to the GSEMA financial records
  • Celebrity Series Of Boston
    Accounting Intern
    Celebrity Series Of Boston Feb 2018 - May 2018
    Boston, Ma, Us
    •Reconciled monthly credit card statements•Assisted with bank reconciliation•Recorded journal entries for subscription income as well as development income•Processed invoices
  • Suffolk University - Sawyer Business School
    Volunteer Tax Preparer
    Suffolk University - Sawyer Business School Jan 2018 - Apr 2018
    Boston, Ma, Us
    •Prepared tax returns using TaxWise software for nonresident, low-income, and veteran taxpayers•Interviewed clients to gather financial, tax, and healthcare information•Explained tax return results to clients and answered questions related to taxes owed or refund due
  • Cook, Newton
    Bartender
    Cook, Newton Jul 2017 - Mar 2018
    • Mixed and served alcoholic beverages to guests, understood their needs and interests, and provided recommendations accordingly• Worked toward targeted sales volume• Patient, friendly demeanor to helped to keep the workplace positive
  • Yard House Restaurants
    Server Trainer
    Yard House Restaurants Sep 2016 - Jul 2017
    • Trained new servers on guest service expectations, proper food handling, restaurant protocols and safety procedures • Anticipated and addressed guests' service needs • Maintained a high level of professionalism and reacted well under pressure
  • Tavern In The Square
    Bartender
    Tavern In The Square Aug 2014 - Sep 2016
    • Delivered exceptional, friendly and fast service to guests • Guided guests through menus while demonstrating thorough knowledge of food, beverage and ingredients • Answered guest inquiries and resolved issues promptly

Cassandra Swanson Education Details

  • Suffolk University
    Suffolk University
    Accounting
  • Bunker Hill Cc
    Bunker Hill Cc
    General

Frequently Asked Questions about Cassandra Swanson

What company does Cassandra Swanson work for?

Cassandra Swanson works for Plante Moran

What is Cassandra Swanson's role at the current company?

Cassandra Swanson's current role is Tax Senior.

What is Cassandra Swanson's email address?

Cassandra Swanson's email address is ca****@****son.com

What schools did Cassandra Swanson attend?

Cassandra Swanson attended Suffolk University, Bunker Hill Cc.

Who are Cassandra Swanson's colleagues?

Cassandra Swanson's colleagues are Jonathan Quintero, Angie Willett, Crcr, Jacob Lyle, Remy Sachs, Cpa, Cfe, Lauren Heimler, Matthew Clark, Cpa, Matthew Mcevily, Cfp®, Cpwa®.

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