Jeffrey Oberg, Cpa Email and Phone Number
Jeffrey Oberg, Cpa work email
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Jeffrey Oberg, Cpa personal email
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.
Bank Of America Private Bank
View- Website:
- bankofamerica.com
- Employees:
- 232061
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Fiduciary Tax Accountant IiBank Of America Private BankProvidence, Ri, Us
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Fiduciary Tax Accountant IiBank Of America Private Bank Jan 2018 - PresentProvidence, Rhode Island Area -
Senior Tax AssociatePwc Jul 2017 - Jan 2018Boston, MaLed 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. -
Tax AssociatePwc Jan 2015 - Jun 2017Boston, MaComplied 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.
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Tax InternPwc Jun 2013 - Aug 2013Boston, MaLearned 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.
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Financial Associate InternBoston Partners Financial Group, Llc Jun 2012 - Aug 2012Andover, MaObserved 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.
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Customer Sales & ServiceVector Marketing Jun 2011 - Aug 2011Wakefield, MaI 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.
Jeffrey Oberg, Cpa Skills
Jeffrey Oberg, Cpa Education Details
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3.52
Frequently Asked Questions about Jeffrey Oberg, Cpa
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 the current company?
Jeffrey Oberg, Cpa's current role is Fiduciary Tax Accountant II.
What is Jeffrey Oberg, Cpa's email address?
Jeffrey Oberg, Cpa's email address is je****@****ast.net
What schools did Jeffrey Oberg, Cpa attend?
Jeffrey Oberg, Cpa attended Northeastern University, Bryant University.
What skills is Jeffrey Oberg, Cpa known for?
Jeffrey Oberg, Cpa has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Tax, Program Management, Finance.
Who are Jeffrey Oberg, Cpa's colleagues?
Jeffrey Oberg, Cpa's colleagues are Michele Boone, Shridhar Perka, Stephanie Rocha, William "bill" Susoev, Hafid Diouani, Megha Khosla, Thonia Faith.
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