Joseph Perrone, CPA, MSA

Tax Manager at The 1911 Trust Company, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Methuen, Massachusetts, United States, US

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Credentials

  • Human-Centered Design
    PwC
    May, 2020
    - Oct, 2024
  • Digital Acumen
    PwC
    May, 2019
    - Oct, 2024
  • 2017 Under 30 Tennis Pro of the Year
    United States Professional Tennis Association
  • Certified P1 Wheelchair Tennis Instructor - Inactive
    United States Professional Tennis Association
  • Certified Public Accountant - Full Reporting License
    Massachusetts Board of Public Accountancy
  • Member - American Institute of Certified Public Accountants
    AICPA
  • Member - Massachusetts Society of Certified Public Accountants
    Massachusetts Society of CPAs, Inc.

Experience

  • The 1911 Trust Company, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Manager
      • Jan 2023 - Present

      Perform tax consulting and compliance services for hedge funds, private foundations, high net worth individuals, trusts and estates.

    • Head of Information Technology
      • Dec 2020 - Jan 2023

    • Senior Tax Associate
      • Aug 2020 - Jan 2023

  • Manning School of Business, UMass Lowell
    • United States
    • Higher Education
    • 1 - 100 Employee
    • Interim Advisory Board Member - Accounting Concentration
      • May 2021 - Sep 2021
  • PwC
    • Professional Services
    • 700 & Above Employee
    • Private Company and Personal Financial Services Tax Associate 2
      • Nov 2018 - Jul 2020

    • Industry Services Group Tax Associate 2
      • Jul 2018 - Feb 2019

    • Industry Services Group Tax Associate 1
      • Oct 2017 - Jun 2018

  • Merrimack Valley Academy of Tennis
    • Co-Owner & Director of Community Relations
      • Jan 2011 - Oct 2017

      Coordinated inner-city programs in conjunction with city officials and athletic directors Coordinated inner-city programs in conjunction with city officials and athletic directors

  • Methuen High School
    • United States
    • Technology, Information and Internet
    • Assistant Tennis Coach
      • Mar 2013 - Jun 2017

      Coached a Massachusetts State Sportsmanship Award winning high school tennis team with a consistently winning record year over year Coached a Massachusetts State Sportsmanship Award winning high school tennis team with a consistently winning record year over year

    • Industry Services Group Tax Intern
      • Jun 2016 - Aug 2016

    • Campus Ambassador
      • Nov 2015 - Jun 2016

      Worked as the PwC campus recruiting liaison to UMass Lowell during the transition to making UML a target school. Responsibilities included managing the schedules of PwC partners for recruiting visits, assisting with interviews, hosting information sessions, and representing PwC at campus career fairs.

  • City of Methuen
    • United States
    • Government Administration
    • 100 - 200 Employee
    • Program Supervisor (Recreation Department)
      • May 2011 - Aug 2014
  • University of Massachusetts Lowell
    • United States
    • Higher Education
    • 700 & Above Employee
    • Manning School of Business Dean's Office Co-op
      • May 2013 - Aug 2013

      Promoted the University by representing the Manning School of Business at events. Provided academic advising services such as permission numbers to register for classes, explaining major requirements, and taking questions by phone call Promoted the University by representing the Manning School of Business at events. Provided academic advising services such as permission numbers to register for classes, explaining major requirements, and taking questions by phone call

  • Lowell Association for the Blind
    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Co-op
      • May 2013 - Aug 2013

Education

  • University of Massachusetts Lowell
    Master of Science in Accounting
    2016 - 2017
  • University of Massachusetts Lowell
    BSBA, Accounting and Finance; Legal Studies Minor
    2012 - 2016
  • Methuen High School
    2008 - 2012

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