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William Iacullo, Cpa Email & Phone Number

Location: Greater Chicago Area, United States, United States 11 work roles 2 schools
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Current company
Role
Manager
Location
Greater Chicago Area, United States, United States
Company size

Who is William Iacullo, Cpa? Overview

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Quick answer

William Iacullo, Cpa is listed as Manager at Santa Barbara Management, a company with 9 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for William Iacullo, Cpa.

William Iacullo, Cpa previously worked as Senior Associate - Private Client Services at Andersen and Associate - Private Client Services at Andersen. William Iacullo, Cpa holds Bachelor Of Business Administration - Bba, Accounting, Cum Laude from Loyola University Chicago.

Company email context

Email format at Santa Barbara Management

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Santa Barbara Management

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Profile bio

About William Iacullo, Cpa

I am always on the lookout for opportunities to further unlock my potential and expand my network, connecting with like-minded individuals who can provide valuable insight and advice in relevant areas.I would love to connect with you and learn more about your experiences. Feel free to contact me!

Current workplace

William Iacullo, Cpa's current company

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Santa Barbara Management
Santa Barbara Management
Manager
Chicago, IL, US
Employees
9
AeroLeads page
11 roles

William Iacullo, Cpa work experience

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

Senior Associate - Private Client Services

Current

Chicago, Illinois, United States

Jan 2023 - Present

Associate - Private Client Services

Chicago, Illinois, United States

-Served Ultra-High Net Worth individuals’ and family offices’ tax needs.-Engaged in all compliance related matters for clients including, but not limited to: Hedge Funds, Family Office Structures, Operating LPs, and C-Corps.-Completed several consulting projects related to clients’ estates, individual transactions/deals and the proposal process for.

Jul 2021 - Dec 2022

Tax Services Intern

Chicago, Illinois, United States

-Completed Fall and Spring Busy Season Tax Returns.-Competencies gained in executing Forms 1040, 1041, 1065, 1120, 709 and their supporting schedules.-Organized and inputted all client data into work papers, as well as, the tax software.-Worked on client projects across the PCS, Alternative Investment Funds and Commercial groups.-Mastered CCH Tax and.

Aug 2020 - Jul 2021

Treasurer

Loyola University Chicago

-Created and maintained a budget for each individual aspect of the fraternity including, recruitment, social, philanthropy, brotherhood, and alumni.-Collected and deposited payment of chapter dues.-Reviewed and recorded revenues and expenses.-Filed taxes to maintain nonprofit standing.

Jan 2020 - Jan 2021

Business Operations Intern

Chicago, Illinois

-Performed daily tasks of a startup company, working side-by-side with the CEO.-Managed relations between lead investors and client accounts including Abbott, Coca-Cola/Bain, Eaton, and Walmart.-Independently set up sites and databases of the company’s product from the backend for client usage.-Researched and expanded knowledge about the Supply.

May 2019 - Aug 2020

Student Worker

Chicago, Illinois

-Provided campus and parking information.-Collected payments for parking.

Aug 2017 - Aug 2020

Technologist

Highland Park, Illinois

-Provided Audi customers with brand information and pricing on vehicles.-Performed test drives, customer relations, and full sales process with Audi customers.

May 2018 - May 2019

Grounds Crew

Chicago, Illinois

-Maintained the grounds at McCormick Place.

May 2017 - Aug 2017

Insurance Representative

5245 N Central Ave, Chicago, IL

-Screened and educated clients on their insurance needs over the phone and in person.

Jan 2015 - Mar 2015
2 education records

William Iacullo, Cpa education

Bachelor Of Business Administration - Bba, Accounting, Cum Laude

Activities and Societies: Beta Alpha Psi, Pi Kappa Phi

FAQ

Frequently asked questions about William Iacullo, Cpa

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

What company does William Iacullo, Cpa work for?

William Iacullo, Cpa works for Santa Barbara Management.

What is William Iacullo, Cpa's role at Santa Barbara Management?

William Iacullo, Cpa is listed as Manager at Santa Barbara Management.

Where is William Iacullo, Cpa based?

William Iacullo, Cpa is based in Greater Chicago Area, United States, United States while working with Santa Barbara Management.

What companies has William Iacullo, Cpa worked for?

William Iacullo, Cpa has worked for Santa Barbara Management, Andersen, Pi Kappa Phi Fraternity, Supplyhive, and Loyola University Chicago.

How can I contact William Iacullo, Cpa?

You can use AeroLeads to view verified contact signals for William Iacullo, Cpa at Santa Barbara Management, including work email, phone, and LinkedIn data when available.

What schools did William Iacullo, Cpa attend?

William Iacullo, Cpa holds Bachelor Of Business Administration - Bba, Accounting, Cum Laude from Loyola University Chicago.

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