Bobby Schroeder, CPA

Tax Manager at Opsahl Dawson
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Contact Information
Location
New Orleans, Louisiana, United States, US

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Bio

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Credentials

  • Certified Public Accountant
    Louisiana

Experience

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

      Tax Planning Consultant with the CPA Forward Team. We work with individuals and businesses , along with their investment advisors, to answer their tax questions and provide comprehensive tax planning services. Tax Planning Consultant with the CPA Forward Team. We work with individuals and businesses , along with their investment advisors, to answer their tax questions and provide comprehensive tax planning services.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Manager
      • Dec 2020 - Jun 2022

    • Tax Manager
      • Nov 2018 - Nov 2020

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Manager
      • Jul 2012 - Oct 2018

      Federal and state tax planning and compliance for individuals, businesses, and estates/trusts, small business consulting, and pretty much anything else that comes my way with the exception of auditing. Federal and state tax planning and compliance for individuals, businesses, and estates/trusts, small business consulting, and pretty much anything else that comes my way with the exception of auditing.

    • Tax Manager
      • Jan 2012 - Jun 2012

      I specialize in all manner of federal and state tax compliance and tax planning, as well as assist with other accounting, financial, and consulting issues. I specialize in all manner of federal and state tax compliance and tax planning, as well as assist with other accounting, financial, and consulting issues.

    • United States
    • Accounting
    • 700 & Above Employee
    • Manager, Tax and Strategic Business Services
      • Jun 2011 - Jan 2012

      Tax consulting and compliance for businesses and families. Tax consulting and compliance for businesses and families.

    • Tax Manager
      • Dec 2005 - Jun 2011

      Tax and accounting compliance and consulting Tax and accounting compliance and consulting

    • Staff Accountant
      • Aug 2005 - Nov 2005

      I was a staff accountant working on tax returns, financial statement preparation, and an audit. I left because I moved to Houston after Katrina. I was a staff accountant working on tax returns, financial statement preparation, and an audit. I left because I moved to Houston after Katrina.

Education

  • AICPA Leadership Academy
    2011 - 2011
  • University of New Orleans
    BS, Accounting
    2001 - 2005
  • The University of Southern Mississippi
    1998 - 2001
  • De La Salle HS
    1994 - 1998

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