Senior Accountant
Current
Dec 2022 - Present
AeroLeads people directory · profile
Paul Swank, Mba Email & Phone Number
Accountant & Financial Services Professional, Consistency = Greatness
at
LendingTree
1 work email found
@pwc.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Accountant & Financial Services Professional, Consistency = Greatness
Location
Charlotte, North Carolina, United States
Company size
Who is Paul Swank, Mba? Overview
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Quick answer
Paul Swank, Mba is listed as Accountant & Financial Services Professional, Consistency = Greatness at LendingTree, a with 201 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at pwc.com and a matched LinkedIn profile for Paul Swank, Mba.
Paul Swank, Mba previously worked as Senior Accountant at Lendingtree and Senior Tax Associate at Pwc. Paul Swank, Mba holds Bachelor Of Business Administration (B.B.A.), Accounting from Robert Morris University.
Company email context
Email format at LendingTree
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*@pwc.com
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AeroLeads found 1 current-domain work email signal for Paul Swank, Mba. Compare company email patterns before reaching out.
Profile bio
About Paul Swank, Mba
Ambitious, Adventurous, and experienced Tax, Corporate Revenue, and Receivables Associate with a demonstrated history of working in the financial services industry. Skilled in Tax Return Preparation, Management, Leadership, Microsoft Word, and Microsoft Excel. Strong accounting professional with a Master of Business Administration - MBA focused in Accounting and Finance from Slippery Rock University of Pennsylvania. Future goals are to acquire a CPA and hike the entire Appalachian Trail.If there are any questions, please contact me! swankpaulj@gmail.com
Listed skills include Finance, Accounting, Social Media, Microsoft Office, and 6 others.
Current workplace
Paul Swank, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Lendingtree
7 roles
Paul Swank, Mba work experience
A career timeline built from the work history available for this profile.
Senior Tax Associate
Jun 2021 - Dec 2022
Experienced Tax Associate
Experienced tax preparer that helps provide and assist 200+ clients in tax compliance services for individuals and private companies in the US and abroad. Achieved multiple digital upskilling awards for applying new technology to better serve clients through PwC. Proficient in CCH, Sureprep, and OneSource tax softwares. Implemented Alteryx (Data Analytics) and UI Path (Bot Implementation) technology to reduce over 400+ manual hours to improve process efficiency.
Mar 2018 - Jun 2021
Tax Preparer
- Volunteer Tax prepared for Cranberry Twp. Office of Butler County, Pennsylvania. - Assisted in bringing back over 3 million dollars to the county in 2016-2017. - Trained on multiple tax software platform.- Filed clients taxes on the federal, state, and local level.- Clients consist of those who are disabled, limited English speakers, elderly, and those making 54 thousand or less.
Jan 2016 - Dec 2020
Tax Specialist
- Calculate number of shares at different withholding rates for American Depository Receipts.- Process Tax Reclaims for excess taxes withheld depending on requirements of the foreign market.- Use macros for excel spreadsheets to reconcile share, documentation, and cash amounts across multiple BNY platforms.- Filed over 1,500 reclaims on foreign withholding's across multiple countries revenue agencies.- Provide daily responses to inquires in order to uphold bank regulations and audit procedures.
Aug 2015 - Mar 2018
Tax Intern
Davis & Associates
- Developed tax preparation skills for individual and business tax returns.- Maintained a database of over 1600 business and personal clients.- Utilized professional tax software to prepare, review and archive tax returns.- Progressed with bookkeeping skills to apply to clients that needed other assistance than in tax preparation.
Jun 2015 - Apr 2016
Financial Intern
Alpern Wealth Management
- Developing social media accounts for the company and learning new ways to acquire clients.- Marketed company services to potential new clients using software such as constant contact.- Prepared quarterly reports of investments, projections, and future recommendations prior to client meetings.- Analyzed data while creating corresponding spreadsheets from Morningstar software.
Jun 2014 - Aug 2014
Team & coworkers
Colleagues at LendingTree
Other employees you can reach at lendingtree.com. View company contacts for 201 employees →
LH
Leann Hiles
Colleague at LendingtreeHuntington Beach, California, United States
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BF
Brevory Foster
Colleague at LendingtreeCharlotte, North Carolina, United States
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ZS
Zach Snipes
Colleague at LendingtreeCharlotte, North Carolina, United States
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CB
Carolyn Blackmon
Colleague at LendingtreeLouisville, Kentucky, United States
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JV
Jillian Valk, Cpa
Colleague at LendingtreeCharlotte, North Carolina, United States
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TR
Tanya Richards
Colleague at LendingtreeBeaverton, Oregon, United States
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LF
Lissette Favela
Colleague at LendingtreeNorth Las Vegas, Nevada, United States
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JK
John Kannady
Colleague at LendingtreeCharlotte Metro, United States
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MM
Matt Moffet
Colleague at LendingtreeSpringfield, Ohio, United States
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RR
Rishitha Reddy
Colleague at LendingtreeWichita, Kansas, United States
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Leann Hiles
Colleague at LendingtreeHuntington Beach, California, United States
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BF
Brevory Foster
Colleague at LendingtreeCharlotte, North Carolina, United States
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ZS
Zach Snipes
Colleague at LendingtreeCharlotte, North Carolina, United States
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CB
Carolyn Blackmon
Colleague at LendingtreeLouisville, Kentucky, United States
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JV
Jillian Valk, Cpa
Colleague at LendingtreeCharlotte, North Carolina, United States
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TR
Tanya Richards
Colleague at LendingtreeBeaverton, Oregon, United States
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LF
Lissette Favela
Colleague at LendingtreeNorth Las Vegas, Nevada, United States
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JK
John Kannady
Colleague at LendingtreeCharlotte Metro, United States
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MM
Matt Moffet
Colleague at LendingtreeSpringfield, Ohio, United States
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RR
Rishitha Reddy
Colleague at LendingtreeWichita, Kansas, United States
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2 education records
Paul Swank, Mba education
Bachelor Of Business Administration (B.B.A.), Accounting
Robert Morris University
Master Of Business Administration - Mba, Accounting And Finance
Slippery Rock University Of Pennsylvania
FAQ
Frequently asked questions about Paul Swank, Mba
Quick answers generated from the profile data available on this page.
What company does Paul Swank, Mba work for?
Paul Swank, Mba works for LendingTree.
What is Paul Swank, Mba's role at LendingTree?
Paul Swank, Mba is listed as Accountant & Financial Services Professional, Consistency = Greatness at LendingTree.
What is Paul Swank, Mba's email address?
AeroLeads has found 1 work email signal at @pwc.com for Paul Swank, Mba at LendingTree.
Where is Paul Swank, Mba based?
Paul Swank, Mba is based in Charlotte, North Carolina, United States while working with LendingTree.
What companies has Paul Swank, Mba worked for?
Paul Swank, Mba has worked for Lendingtree, Pwc, Internal Revenue Service, Bny Mellon, and Davis & Associates.
Who are Paul Swank, Mba's colleagues at LendingTree?
Paul Swank, Mba's colleagues at LendingTree include Leann Hiles, Brevory Foster, Zach Snipes, Carolyn Blackmon, and Jillian Valk, Cpa.
How can I contact Paul Swank, Mba?
You can use AeroLeads to view verified contact signals for Paul Swank, Mba at LendingTree, including work email, phone, and LinkedIn data when available.
What schools did Paul Swank, Mba attend?
Paul Swank, Mba holds Bachelor Of Business Administration (B.B.A.), Accounting from Robert Morris University.
What skills is Paul Swank, Mba known for?
Paul Swank, Mba is listed with skills including Finance, Accounting, Social Media, Microsoft Office, Microsoft Excel, Management, Customer Service, and Wealth Management.
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