Kaitlyn Tracy

Kaitlyn Tracy Email and Phone Number

Tax Senior Associate at Eide Bailly LLP in UHNW Services @ Eide Bailly LLP
Kaitlyn Tracy's Location
Port Orchard, Washington, United States, United States
Kaitlyn Tracy's Contact Details

Kaitlyn Tracy personal email

n/a

Kaitlyn Tracy phone numbers

About Kaitlyn Tracy

I am a Senior Associate in the UHNW Group at Eide Bailly, LLP with the goal of helping individuals prepare for their taxes while also increasing their investment exposure and wealth preservation. As an experienced financial service professional, I work to develop creative solutions to a broad range of tax matters. My clients range from Individuals & Businesses to High Net Worth families. Some of my clients include individuals, trust funds, estates, and family businesses that are focused on providing personalized solutions that benefit the client's wealth.

Kaitlyn Tracy's Current Company Details
Eide Bailly LLP

Eide Bailly Llp

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Tax Senior Associate at Eide Bailly LLP in UHNW Services
Kaitlyn Tracy Work Experience Details
  • Eide Bailly Llp
    Senior Associate
    Eide Bailly Llp Jan 2024 - Present
    United States, Us
  • Bdo Usa
    Experienced Tax Senior
    Bdo Usa Aug 2023 - Jan 2024
    Chicago, Il, Us
  • Bdo Usa
    Senior Pcs Tax Associate
    Bdo Usa Aug 2022 - Aug 2023
    Chicago, Il, Us
  • Bdo Usa
    Experienced Pcs Tax Associate
    Bdo Usa Jan 2021 - Aug 2022
    Chicago, Il, Us
  • Mbaf
    Tax Staff
    Mbaf Mar 2020 - Jan 2021
    Miami, Florida, Us
    Effective 01/16/2021, MBAF, LLC, joined BDO USA, one of the nation's leading professional service organizations.
  • Daszkal Bolton
    Tax Associate
    Daszkal Bolton Feb 2019 - Dec 2019
    Boca Raton, Fl, Us
  • Office Depot
    Tax Accountant I
    Office Depot Jan 2018 - Jan 2019
    Boca Raton, Florida, Us
  • Office Depot
    Tax Intern
    Office Depot May 2017 - Jan 2018
    Boca Raton, Florida, Us
  • Outback Steakhouse
    Hostess And Takeaway Server
    Outback Steakhouse Jul 2014 - May 2016
    Tampa, Fl, Us
    My responsibilities include:• Prepared orders according to customer’s preferences,• Answered customers’ questions with detailed menu knowledge, and• Counted money at the end of the day as a cashier and calculated tip-share.
  • Coastal Communications Corporation
    Circulation Assistant
    Coastal Communications Corporation Jul 2013 - Jul 2014
    My responsibilities included calling subscribers to update their business information, removing subscribers from the calling list, and preparing and delivering updated subscribers' business information to my manager.
  • Charlotte Russe
    Sales Associate
    Charlotte Russe May 2013 - Jul 2013
    San Francisco, California, Us
    My responsibilities included greeting and helping customers around the store by acquiring shoes, clothes, and dressing rooms for them. I worked on the cash register and at the end of the night, helped the manager count the cash from the register.

Kaitlyn Tracy Skills

Microsoft Excel Microsoft Word Time Management Microsoft Office Teamwork Customer Service Powerpoint Sales Restaurants Income Tax Onesource Tax Preparation Corporate Tax Tax Compliance Account Reconciliation Microsoft Outlook Tax Research Tax Provision Leadership

Kaitlyn Tracy Education Details

  • Florida Atlantic University
    Florida Atlantic University
    Taxation
  • Florida Atlantic University - College Of Business
    Florida Atlantic University - College Of Business
    Accounting

Frequently Asked Questions about Kaitlyn Tracy

What company does Kaitlyn Tracy work for?

Kaitlyn Tracy works for Eide Bailly Llp

What is Kaitlyn Tracy's role at the current company?

Kaitlyn Tracy's current role is Tax Senior Associate at Eide Bailly LLP in UHNW Services.

What is Kaitlyn Tracy's email address?

Kaitlyn Tracy's email address is kt****@****cpa.com

What is Kaitlyn Tracy's direct phone number?

Kaitlyn Tracy's direct phone number is +178127*****

What schools did Kaitlyn Tracy attend?

Kaitlyn Tracy attended Florida Atlantic University, Florida Atlantic University - College Of Business.

What skills is Kaitlyn Tracy known for?

Kaitlyn Tracy has skills like Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Teamwork, Customer Service, Powerpoint, Sales, Restaurants, Income Tax, Onesource, Tax Preparation.

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