Elizabeth Lean Email & Phone Number
Tax Strategist - Director, Client Advisory @ Tolleson Wealth Management
Elizabeth Lean Location
Plano, TX, US
Elizabeth Lean Work
- 2022 - now Tax Strategist - Director, Client Advisory @ Tolleson Wealth Management
- 2021 - 2022 Tax Manager @ Tolleson Wealth Management
- 2020 - 2021 Senior Manager @ PwC
- 2018 - 2020 Tax Manager @ PwC
- 2015 - 2018 Senior Associate @ PwC
- 2014 - 2015 Experienced Associate @ PwC
- 2013 - 2013 Business Systems Analyst @ Thomson Reuters
- 2010 - 2013 Tax Associate @ Cain Watters & Associates
Elizabeth Lean Education
- Texas Tech University - Rawls College of Business
Bachelor of Business Administration (BBA) (Accounting)
2005 - 2009 - University of New York in Prague2008 - 2008
Elizabeth Lean Skills
- Tax
- Tax Preparation
- Corporate Tax
- QuickBooks
- Partnership Taxation
- Accounting
- GoSystems
- Financial Statements
- ProSystem fx Tax
- ProSystem Engagement
Elizabeth Lean Summary
Elizabeth Lean, based in Plano, TX, US, is currently a Tax Strategist - Director, Client Advisory at Tolleson Wealth Management. Elizabeth Lean brings experience from previous roles at Tolleson Wealth Management and PwC. Elizabeth Lean holds a 2005 - 2009 Bachelor of Business Administration (BBA) in Accounting @ Texas Tech University - Rawls College of Business. With a robust skill set that includes Tax, Tax Preparation, Corporate Tax, QuickBooks, Partnership Taxation and more. Elizabeth Lean has 2 emails and 3 mobile phone numbers on RocketReach.
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