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Jeffrey Oberg, Cpa Email & Phone Number
Fiduciary Tax Accountant II
at
Bank of America Private Bank
1 work email found
@comcast.net
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Fiduciary Tax Accountant II
Location
Providence, Rhode Island, United States
Company size
Who is Jeffrey Oberg, Cpa? Overview
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Quick answer
Jeffrey Oberg, Cpa is listed as Fiduciary Tax Accountant II at Bank of America Private Bank, a with 3575 employees, based in Providence, Rhode Island, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Jeffrey Oberg, Cpa.
Jeffrey Oberg, Cpa previously worked as Senior Tax Associate at Pwc and Tax Associate at Pwc. Jeffrey Oberg, Cpa holds Master Of Science (M.S.), Accounting, 3.95 from Northeastern University.
Company email context
Email format at Bank of America Private Bank
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*@comcast.net
68% confidence
AeroLeads found 1 current-domain work email signal for Jeffrey Oberg, Cpa. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Oberg, Cpa
Jeffrey Oberg, Cpa is a Fiduciary Tax Accountant II at Bank of America Private Bank. He possess expertise in microsoft office, microsoft excel, microsoft word, powerpoint, tax and 2 more skills.
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 3 others.
Current workplace
Jeffrey Oberg, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Bank Of America Private Bank
8 roles
Jeffrey Oberg, Cpa work experience
A career timeline built from the work history available for this profile.
Fiduciary Tax Accountant Ii
Fiduciary Tax Accountant Ii
Senior Tax Associate
Led a team of associates in extension and return preparation for multiple clients. Reviewed and provided guidance on recognizing industry specific objectives. Coordinated with upper level management to ensure project goals were met. Participated in a firm-wide technology initiative to promote efficiency in the reviewing process of XML files for returns electronically sent to taxing jurisdictions.
Jul 2017 - Jan 2018
Tax Associate
Complied with federal, state and local tax law for partnerships and corporations. Cooperated in teams to meet the deadlines set by client and taxing jurisdictions. Conducted research on various aspects of taxation including related party interest expense, dividends received deductions and real estate withholding tax.
Jan 2015 - Jun 2017
Tax Intern
Learned the process of preparing tax returns for partnerships. Cooperated in teams to meet the deadlines set by client. Navigated the multiple tax software programs the firm uses to complete work. Experienced the culture of the corporate world and the busy season for tax.
Jun 2013 - Aug 2013
Financial Associate Intern
Boston Partners Financial Group, Llc
Observed the process of personal financial advice and counseling. Conducted research to ensure clients were offered the best product. Transferred and updated client information on Smart Office system.
Jun 2012 - Aug 2012
Customer Sales & Service
I sold CUTCO Kitchen Knives through personal selling after making appointments over the phone. I was promoted to Senior Advisor for my career sales of $10,000.
Jun 2011 - Aug 2011
2 education records
Jeffrey Oberg, Cpa education
Master Of Science (M.S.), Accounting, 3.95
Bachelor'S Degree, Accounting, 3.52
FAQ
Frequently asked questions about Jeffrey Oberg, Cpa
Quick answers generated from the profile data available on this page.
What company does Jeffrey Oberg, Cpa work for?
Jeffrey Oberg, Cpa works for Bank of America Private Bank.
What is Jeffrey Oberg, Cpa's role at Bank of America Private Bank?
Jeffrey Oberg, Cpa is listed as Fiduciary Tax Accountant II at Bank of America Private Bank.
What is Jeffrey Oberg, Cpa's email address?
AeroLeads has found 1 work email signal at @comcast.net for Jeffrey Oberg, Cpa at Bank of America Private Bank.
Where is Jeffrey Oberg, Cpa based?
Jeffrey Oberg, Cpa is based in Providence, Rhode Island, United States while working with Bank of America Private Bank.
What companies has Jeffrey Oberg, Cpa worked for?
Jeffrey Oberg, Cpa has worked for Bank Of America Private Bank, Pwc, Boston Partners Financial Group, Llc, and Vector Marketing.
How can I contact Jeffrey Oberg, Cpa?
You can use AeroLeads to view verified contact signals for Jeffrey Oberg, Cpa at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Oberg, Cpa attend?
Jeffrey Oberg, Cpa holds Master Of Science (M.S.), Accounting, 3.95 from Northeastern University.
What skills is Jeffrey Oberg, Cpa known for?
Jeffrey Oberg, Cpa is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Tax, Program Management, and Finance.
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