Elissa Wurf's Location
Bethlehem, PA, US
Elissa Wurf's Work
- Financial Planning Analyst @ Agili
- Director of Financial Planning @ MB, Levis & Associates, LLC
- Seasonal Tax Preparer @ Linda Roth, CPA
- Temporary Tax Accountant @ Victaulic
- Seasonal Tax Preparer @ Elizabeth J. Lischner CPA
- Staff Accountant @ Riley, Rodzianko, & Clymer, LLP
- Staff Tax Preparer @ McPhillips CPA & Co (formerly Noti & McPhillips)
- Accounting Assistant @ Berg, Schultz, & Green
- Tax Associate @ H&R Block
- Instructor @ Muhlenberg College
Elissa Wurf's Education
- Muhlenberg College
Post-Baccalaureate Certificate
2006 - 2008 - University of California, Los Angeles
BA
- University of Michigan
Doctor of Philosophy (Ph.D.)
- Stanford University
Post-doctoral studies
- Bryant University
Certificate
2016 - 2019
Elissa Wurf's Skills
- Tax
- ProSystem fx Tax
- High Net Worth Individuals
- ProSeries
- Personal Tax Planning
- Holistic Financial Planning
- Financial Services
- Retirement Planning
- Tax Research
- Financial Planning
Elissa Wurf's Summary
Elissa Wurf, based in Bethlehem, PA, US, is currently a Financial Planning Analyst at Agili, bringing experience from previous roles at MB, Levis & Associates, LLC, Linda Roth, CPA, Victaulic and Elizabeth J. Lischner CPA. Elissa Wurf holds a 2006 - 2008 Post-Baccalaureate Certificate @ Muhlenberg College. With a robust skill set that includes Tax, ProSystem fx Tax, High Net Worth Individuals, ProSeries, Personal Tax Planning and more, Elissa Wurf contributes valuable insights to the industry. Elissa Wurf has 8 emails on RocketReach.
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