Jeanne Robertson, Cpa, Mba Email & Phone Number

Woburn, Ma

PKF O'Connor Davies is the 27th largest US CPA Firm. The firm represents a wide range of clients in various industries throughout New England and the United States, many of whom have international business operations.

Concord, Ma

Woodman & Eaton, P.C. is a law firm specializing in trust and estate planning and administration with a related wealth management/advisory company, Monument Group Wealth Advisors, LLC and a newly established tax practice Monument Group Tax Advisors, LLC. Worked with Monument Group principals to establish a tax practice to provide tax planning and compliance services, primarily to clients of the existing Law and Wealth firms.

Cambridge, Ma

Monitor, a management consulting firm that operated in major global markets, was widely recognized as a pioneer in strategy consulting, providing services on the most critical issues impacting many of the world’s most significant organizations. The Company was acquired by Deloitte in 2013.In conjunction with the Tax Director and two staff members, managed global tax responsibilities for the partnership: • Performed U.S. tax compliance and tax planning for a multi-state partnership with foreign subsidiaries (disregarded entities for U.S. purposes). Assisted foreign subsidiaries with local compliance. Brought U.S. compliance function for the partnership and related entities, as well as some aspects of planning and research, in house, producing significant savings for the company.• Calculated the FIN 48 exposure and deferred tax liability as related to foreign entities. Developed and implemented the format for FIN 48 calculation. • Researched and evaluated alternative treatments/solutions for various tax /business issues.• Led tax compliance function of related investment partnerships with multi-state filing, including composite returns and U.S. withholding and reporting for foreign partners.

Boston, Ma

• Led teams and coordinated tax services for a variety of clients, primarily in professional services industries, including investment partnerships, an ESOP-owned S-corporation and physician groups.• Directed tax compliance and tax planning for clients structured as partnerships, S-corporations, and privately held C-corporations with multi-state filing requirements.• Coordinated orientation of new staff and staff training for the Tax department. Worked on the standardization of workpapers and the development of a system to manage the e-filing process. • Served as local leader of McGladrey Women’s Leadership Network. Coordinated developmental events that included 40+ professional and support staff.

Boston, Ma

• Coordinated accounting and tax services for a variety of small business clients including privately held corporations, partnerships, and individuals. • Provided research on complex audit and tax issues. Resolved multi-state and foreign tax issues. • Supervised and trained professional staff in both the audit and tax areas.

Newton, Ma

Newton, Ma

Medford, Ma

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor Of Science (Bs), Physical Therapy

Education record

Education record