Jeanne Robertson, Cpa, Mba
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Jeanne Robertson, Cpa, Mba Email & Phone Number

Tax Director at PKF O'Connor Davies
Location: Wakefield, Massachusetts, United States 8 work roles 4 schools
1 work email found @dgccpa.com 2 phones found area 781 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@dgccpa.com
Direct phone (781) ***-****
LinkedIn Profile matched
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Current company
PKF O'Connor Davies
Role
Tax Director
Location
Wakefield, Massachusetts, United States
Company size
801 employees

Who is Jeanne Robertson, Cpa, Mba? Overview

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Quick answer

Jeanne Robertson, Cpa, Mba is listed as Tax Director at PKF O'Connor Davies, a company with 801 employees, based in Wakefield, Massachusetts, United States. AeroLeads shows a work email signal at dgccpa.com, phone signal with area code 781, and a matched LinkedIn profile for Jeanne Robertson, Cpa, Mba.

Jeanne Robertson, Cpa, Mba previously worked as Tax Manager at Woodman & Eaton, P.C. (Monument Group Companies) and Tax Manager at Monitor Group. Jeanne Robertson, Cpa, Mba holds Master Of Business Administration (Mba), Business Administration And Management, General from Northeastern University.

Company email context

Email format at PKF O'Connor Davies

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*@dgccpa.com
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AeroLeads found 1 current-domain work email signal for Jeanne Robertson, Cpa, Mba. Compare company email patterns before reaching out.

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Profile bio

About Jeanne Robertson, Cpa, Mba

A detail-oriented, solid tax professional known for consistently getting projects done well and on time. A collaborative leader who establishes and maintains interpersonal relationships with both staff and clients. A critical thinker that uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, and approaches to resolving problems.

Listed skills include Tax, Cpa, Management, Tax Accounting, and 13 others.

Current workplace

Jeanne Robertson, Cpa, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

PKF O'Connor Davies
Pkf O'Connor Davies
Tax Director
harrison, new york, united states
Website
pkfod.com
Employees
801
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Company profile
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8 roles · 46 years

Jeanne Robertson, Cpa, Mba work experience

A career timeline built from the work history available for this profile.

Tax Director

Current
Pkf O'Connor Davies

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.

Aug 2015 - Present

Tax Manager

Woodman & Eaton, P.C. (Monument Group Companies)

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.

2013 - 2015 ~2 yrs

Tax Manager

Monitor Group

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.
  • 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..
  • 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.
2007 - 2013 ~6 yrs

Tax Director

Mcgladrey Llp

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.
2003 - 2007 ~4 yrs

Manager

Vitale, Caturan0 & Company, P.C./Harte Carucci & Driscoll, P.C.

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.
1995 - 2003 ~8 yrs

Manager

Katz Baltimore & Company

Newton, MA

1994 - 1995 ~1 yr

Manager

Tobin & Waldstein Cpa'S

Newton, MA

1986 - 1994 ~8 yrs
Team & coworkers

Colleagues at PKF O'Connor Davies

Other employees you can reach at pkfod.com. View company contacts for 801 employees →

IB Induja B Induja B Colleague at Pkf O'Connor Davies Chennai, Tamil Nadu, India, India View → DS Debra Stanzione Debra Stanzione Colleague at Pkf O'Connor Davies Saddle Brook, New Jersey, United States, United States View → NK Nikhar Kapadia, Cpa Nikhar Kapadia, Cpa Colleague at Pkf O'Connor Davies Ahmedabad, Gujarat, India, India View → SO Scott Oling Scott Oling Colleague at Pkf O'Connor Davies Port Chester, New York, United States, United States View → KJ Kevin J. Keane, Cpa Kevin J. Keane, Cpa Colleague at Pkf O'Connor Davies New York City Metropolitan Area, United States View → TR Tom Roche, Cpa, Cgma Tom Roche, Cpa, Cgma Colleague at Pkf O'Connor Davies Cranford, New Jersey, United States, United States View → PD Poorvi Dwivedi Poorvi Dwivedi Colleague at Pkf O'Connor Davies Mumbai, Maharashtra, India, India View → CA Ca Ankit Sharma Ca Ankit Sharma Colleague at Pkf O'Connor Davies Jaipur, Rajasthan, India, India View → KM Kevin Misripersaud Kevin Misripersaud Colleague at Pkf O'Connor Davies New York City Metropolitan Area, United States View → MS Meet Shah Meet Shah Colleague at Pkf O'Connor Davies Mumbai, Maharashtra, India, India View →
4 education records

Jeanne Robertson, Cpa, Mba education

Education record

Medford High School
FAQ

Frequently asked questions about Jeanne Robertson, Cpa, Mba

Quick answers generated from the profile data available on this page.

What company does Jeanne Robertson, Cpa, Mba work for?

Jeanne Robertson, Cpa, Mba works for PKF O'Connor Davies.

What is Jeanne Robertson, Cpa, Mba's role at PKF O'Connor Davies?

Jeanne Robertson, Cpa, Mba is listed as Tax Director at PKF O'Connor Davies.

What is Jeanne Robertson, Cpa, Mba's email address?

AeroLeads has found 1 work email signal at @dgccpa.com for Jeanne Robertson, Cpa, Mba at PKF O'Connor Davies.

What is Jeanne Robertson, Cpa, Mba's phone number?

AeroLeads has found 2 phone signal(s) with area code 781 for Jeanne Robertson, Cpa, Mba at PKF O'Connor Davies.

Where is Jeanne Robertson, Cpa, Mba based?

Jeanne Robertson, Cpa, Mba is based in Wakefield, Massachusetts, United States while working with PKF O'Connor Davies.

What companies has Jeanne Robertson, Cpa, Mba worked for?

Jeanne Robertson, Cpa, Mba has worked for Pkf O'Connor Davies, Woodman & Eaton, P.C. (Monument Group Companies), Monitor Group, Mcgladrey Llp, and Vitale, Caturan0 & Company, P.C./Harte Carucci & Driscoll, P.C..

Who are Jeanne Robertson, Cpa, Mba's colleagues at PKF O'Connor Davies?

Jeanne Robertson, Cpa, Mba's colleagues at PKF O'Connor Davies include Induja B, Debra Stanzione, Nikhar Kapadia, Cpa, Scott Oling, and Kevin J. Keane, Cpa.

How can I contact Jeanne Robertson, Cpa, Mba?

You can use AeroLeads to view verified contact signals for Jeanne Robertson, Cpa, Mba at PKF O'Connor Davies, including work email, phone, and LinkedIn data when available.

What schools did Jeanne Robertson, Cpa, Mba attend?

Jeanne Robertson, Cpa, Mba holds Master Of Business Administration (Mba), Business Administration And Management, General from Northeastern University.

What skills is Jeanne Robertson, Cpa, Mba known for?

Jeanne Robertson, Cpa, Mba is listed with skills including Tax, Cpa, Management, Tax Accounting, Staff Development, Tax Research, Partnership Taxation, and Corporate Tax.

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