Amy Yerkovich, CPA

Tax Manager at Realize CPA, LLP (fka Eichstaedt & Lervold, LLP)
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Manager
      • Jul 2022 - Present

      San Francisco Bay Area

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Supervisor
      • Jul 2021 - May 2022

      San Francisco Bay Area

    • Senior Tax Accountant
      • Dec 2019 - Jul 2021

      San Francisco Bay Area

    • Professional Services
    • 700 & Above Employee
    • Tax Senior Associate
      • Jul 2018 - Dec 2019

      San Francisco Bay Area

    • Tax Associate
      • Jul 2016 - Jun 2018

      San Francisco Bay Area

    • Professional Services
    • 700 & Above Employee
    • Core Tax Intern
      • Jan 2016 - Apr 2016

      Greater San Diego Area - Worked with a wide range of San Diego clients including Biotechnology, Pharmaceutical and Energy industries - Engaged in support analytics for current engagements focusing on tax provisions and compliance readiness

    • Professional Services
    • 700 & Above Employee
    • Industry Tax Practice Intern
      • Jun 2015 - Aug 2015

      San Francisco Bay Area - Collaborated with teams on tax provisions and compliance services to meet client needs - Worked with the Technology based clients

    • Higher Education
    • 700 & Above Employee
    • President
      • Apr 2014 - Mar 2015

      - Lead and oversee eight executive members and their roles while organizing weekly meetings with various accounting professionals to provide resources and opportunities to over 75 members - Promote membership to the club and growth of the Orfalea College of Business accounting department and focus on student professional development - Build and maintain enthusiasm for projects and tasks by offering support and create an encouraging environment among the board members

    • United States
    • Accounting
    • 1 - 100 Employee
    • Retirement & Trust Department Intern
      • Jun 2014 - Sep 2014

      San Diego, CA - Prepared financial statements, participant’s interest breakdown and tax returns for Pension and Trust Administration using ProSystems and SuperForms software - Reconciled monthly bank statements with accounting records - Collaborated with managers on tax research and project management to improve office efficiency - Retirement and Trust administration for defined benefit plans, profit sharing plans and 401(k) plans

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Beach Lifeguard
      • Jun 2009 - Sep 2014

      Del Mar • Promoted ocean safety through awareness and rescued swimmers in distress • Performed first aid and certified in cliff rescue, swift water rescue, and scuba diving • Provided security to public through dependability and attentiveness

    • United States
    • Non-profit Organizations
    • 100 - 200 Employee
    • University Union Advisory Board Member
      • Sep 2012 - May 2014

      San Luis Obispo, California Area • Collaborate with other student government members to provide the Cal Poly students the ultimate college experience by creating social and administrative programs • Revise policy through collaboration with the President of the University • Lead the Internal Review standing committee by encouraging discussion and implementing action items onto the ASI Board of Directors

    • United States
    • Non-profit Organizations
    • 400 - 500 Employee
    • VP of Finance
      • Jun 2012 - Dec 2012

      San Luis Obispo, California Area • Managed over $150,000, facilitated all financial transactions, enforced national headquarters’ policy and supervised the budgets of all executive officers

Education

  • Cal Poly San Luis Obispo
    Bachelor’s Degree, Business Administration - Accounting
    2011 - 2015

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