Robert Jaffe
Denver,Colorado
Summary
Dynamic CPA with extensive experience as Owner of Robert E Jaffe CPA LLC, excelling in client service and tax compliance. Proven track record in enhancing customer satisfaction through efficient business processes and strong communication. Expertise in tax return preparation and financial reporting, ensuring accuracy and integrity in all submissions.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Owner
Robert E Jaffe CPA LLC
11.2008 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
Tax Specialist
Cornerstone CPA Group PC
11.2002 - 10.2008
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Reviewed financial statements for accuracy and integrity.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Managed tax submissions and made sure all information complied with regulations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
Education
Masters in Taxation - Taxation
University of Denver
Denver, COBachelor of Science - Accounting & Economics
Claremont McKenna College
Claremont, CASkills
- Tax Return Specialist
- Verbal and written communication
- Client service
- Attention to detail
- Profit and loss
- Accounting expertise
- Business planning
Certification
Colorado Society of CPAs
American Institute of CPAs
Languages
English
Timeline
Owner
Robert E Jaffe CPA LLC
11.2008 - Current
Tax Specialist
Cornerstone CPA Group PC
11.2002 - 10.2008
Masters in Taxation - Taxation
University of Denver
Bachelor of Science - Accounting & Economics
Claremont McKenna College
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