Jeff Audi Email & Phone Number
Partner | Tax Advisory Manager @ Chicory Wealth
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Jeff Audi Location
- Rancho Santa Margarita, CA, US
Jeff Audi Work
- 2020 -now Partner | Tax Advisory Manager @
- 2019 -2019 Tax Manager @
- 2018 -2019 Tax Manager @
- 2017 -2018 Senior Tax Accountant @
- 2016 -2016 In-Charge Tax Accountant @
- 2015 -2015 Experienced Assistant Tax Accountant @
- 2014 -2014 Assistant Tax Accountant @
- 2013 -2014 National Tax Group Intern, Level II @
Jeff Audi Education
- The College of Saint Rose
Master's Degree (Accounting)
2012-2014 - Siena College
Bachelor's Degree (Mathematics and Computer Science)
2008-2012
Jeff Audi Skills
- eMoney
- Business Tax Planning
- Personal Tax Planning
- Personal Financial Planning
- QuickBooks
- Accounting
- Tax
- Tax Returns
- Tax Preparation
- Income Tax
- Financial Reporting
- Financial Accounting
- Financial Statements
- Fixed Assets
- ProSystem fx Tax
- ProSystem fx Engagement
- GoSystems
- Fast Tax
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- PowerPoint
- Outlook
- Google Docs
- Communication
- Customer Service
- Time Management
- STAR
Jeff Audi Summary
- Jeff Audi, based in Rancho Santa Margarita, CA, US, is currently a Partner | Tax Advisory Manager at Chicory Wealth. Jeff Audi brings experience from previous roles at HCVT and The Bonadio Group. Jeff Audi holds a 2012 - 2014 Master's Degree in Accounting @ The College of Saint Rose. With a robust skill set that includes eMoney, Business Tax Planning, Personal Tax Planning, Personal Financial Planning, QuickBooks and more. Jeff Audi has 2 emails on RocketReach.
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