Julie is a Tax Manager in the firm’s Raleigh office and is a licensed Certified Public Accountant in North Carolina and Pennsylvania with over 15 years of experience. She has a great deal of experience in a wide range of client industries, which she supports with knowledge she has gained in both national and regional accounting firms. This experience and knowledge translates into a diverse skill-set allowing for the utmost in client service.
Julie manages staff that support both individual and corporate tax needs for clients of varied sizes and complexities. She assists clients who file in multiple states with income and franchise tax filing requirements, sales and use tax transactions, and the calculation and claiming of state tax credits. Her knowledge base makes her an excellent choice to assist clients in addressing tax issues through research and preparation of technical memoranda on income, sales and use, and withholding tax issues. She also has experience in the international tax arena assisting large multi-national clients with both U.S. filing requirements and transactional issues.
Julie is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. She is a graduate of the University of South Carolina’s Master of Accountancy program and she received a Bachelor of Science in Business Administration with a concentration in Accounting, also from the University of South Carolina.