TaxOps has added three client relationship specialists with broad tax and business experience to the team – Alex Leugers, Meredith Theiss, and Ramona Gross. Collectively, these seasoned professionals bring a client-focused relationship strategy based on trust that will lead to greater value.
Alex comes to TaxOps from the KPMG tax department where he worked primarily with natural resources, telecommunications, real estate, manufacturing, construction, and R&D companies. Prior to KPMG, Alex held various accounting, financial analyst, and operations jobs with a manufacturing company and a motorcycle dealership that gave him an insider’s view of business at work. He looks forward to building relationships with clients at TaxOps. “I enjoy being somebody that my clients can trust and feel comfortable talking with,” he says. He holds a B.S. in Decision and Information Sciences from the University of Florida in Gainesville, and an M.S. in Accounting, Concentration in Taxation from Florida State University in Tallahassee.
Meredith joins TaxOps with five years of experience in public accounting with KPMG in Denver, where building client relationships was her priority, despite the pressure for “chargeable” time. Meredith’s tax work with clients in the broadcasting, telecommunications, entertainment, oil and gas, private equity, real estate and restaurant industries has given her exposure to a wide variety of corporate settings and business issues. With the move to TaxOps, Meredith is looking forward to having the flexibility to focus on client needs without the pressure of service fee distractions. “I want to understand what the client’s expectations are first to make sure TaxOps delivers that – and more,” she says. Meredith has a B.S. in Accounting from Miami University in Oxford, Ohio, and a Masters of Taxation from the University of Denver.
Ramona spent several years as a senior tax associate with RSM McGladrey preparing returns, researching tax issues, working with SEC clients, and assisting with SOX testing. Beyond accounting, Ramona has worked as an event coordinator and customer service representative, where she executed time-sensitive tasks and functions around a collective goal. “Through my prior work, I understand how a business is run by the books,” she says. “This will help me plan to complete a variety of tasks with corporate clients in the most effective way possible,” she says. She received a B.S. in Business Administration with a Concentration in Accounting from California State University in Fullerton.
To connect with these and other tax strategy and planning professionals, contact Chris Becze at 720.227.0059.