Susan Mccarthy

Cpa | Client Advocate L Estate

Susan Mccarthy is a eficient expert, that works in Norfolk & Plymouth Estate and Business Planning Council on the position of Secretary since 2010. This expert gained professional experience in more than eight positions at different companies. Susan Mccarthy went to the National Institute for Excellence in Professional Education and got education from 2005 to 2005. Susan Mccarthy has professional qualifications: Cpa (Certified Public Accountant), Cpa (Certified Public Accountant) (Link), and Aicpa. Carlsbad, California is the area, where this expert was known to live. Their phone and email can be easily accessed through this website on demand.
Name variants:
Susanna Mccarthy, Susannah Mccarthy, Susanne Mccarthy, Suzanne Mccarthy, Sue Mccarthy, Susie Mccarthy, Susi Mccarthy, Susy Mccarthy, Suzie Mccarthy, Suzy Mccarthy, Sukie Mccarthy, Sarah Mccarthy, Ann Mccarthy, Anna Mccarthy, Anne Mccarthy, Annie Mccarthy, Sukey Mccarthy
Last updated Jun 20, 2024

Contact Information

Last Update
Jul 6, 2022
Email
sj**@verizon.net
Location
Carlsbad, CA
Company
Norfolk & Plymouth Estate and Business Planning Council

Work History

Tax Manager

from Aug 2009

Treasurer/Board Member

Bringing classical music to life! The Neponset Valley Philharmonic Orchestra was formed in June, 2007 to enhance the musical life of the Neponset Valley through a rich variety of orchestral...
from Jun 2009

Senior Tax Manager

2007 — 2009

Senior Tax Manager

moved to Edelstein & Co with a partner from Baltimore, Lukas & Co
2003 — 2007

Tax Manager

initially the firm was Baltimore Lukas & Co (formerly Katz, Baltimore & Co) which then merged into Carlin in 2001
1997 — 2003

Tax Accountant

1993 — 1997

Staff Accountant

1985 — 1993

Occupations

Accountant
Certified Public Accountant
Lawyer
Advocate
Health Specialist
Secretary
Executive
Manager
Accounting Bookkeeper
Bookkeeper
Jurist
Legal Counsel
Operations Manager

Skills

Tax
Tax Preparation
Estate Planning
Nonprofits
Quickbooks
Cpa
High Net Worth Individuals
Small Business
Financial Reporting
Tax Returns
Financial Analysis
Strategic Planning
Budgets
Finance
Bookkeeping
Income Tax
Microsoft Office
Corporate Tax
Investments
Tax Research
Business Planning
Trusts
Management Consulting
Cash Flow
Grant Writing
Guidestar
Financial Planners
Workshop Facilitation
Estate Tax Planning
Retirement Planning
Non Profits
Financial Management
Tax Compliance
Budgeting
Excel
Giving Common
Meeting Facilitation

FAQs about Susan Mccarthy

What is the main profession of Susan Mccarthy?

This professional's job is Cpa | Client Advocate L Estate

What are the main profession of The professional?

These person's professions are Accountant and Certified Public Accountant

Where is Susan Mccarthy located?

Susan Mccarthy is currently located in Carlsbad, California.

Does the professional have the email address?

sj**@verizon.net is The expert's email address.

Where did Susan Mccarthy work?

The expert worked at Norfolk & Plymouth Estate and Business Planning Council, The Bollard Group, LLC.

Does Susan Mccarthy have personal website or blog?

The expert`s website is http://nvporchestra.org and http://melanomaprevention.org/.

What education does Susan Mccarthy have?

Susan studied at the National Institute for Excellence in Professional Education from 2005 to 2005.

What are the certifications of Susan Mccarthy?

The professional received the following certifications: Cpa (Certified Public Accountant), Cpa (Certified Public Accountant) (Link), and Aicpa.
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