Spencer Lehr
Senior Tax Accountant at Peak Capital Partners- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Beta Alpha Psi Lifetime Member
Beta Alpha PsiNov, 2020- Nov, 2024
Experience
-
Peak Capital Partners
-
United States
-
Real Estate
-
1 - 100 Employee
-
Senior Tax Accountant
-
Nov 2022 - Present
-
-
-
PEG Companies
-
United States
-
Real Estate
-
100 - 200 Employee
-
Fund Accountant
-
Jul 2022 - Nov 2022
-
-
-
Squire
-
United States
-
Accounting
-
100 - 200 Employee
-
Tax Associate
-
Sep 2021 - Aug 2022
-
-
-
B2a CPAs
-
United States
-
Accounting
-
Staff Accountant
-
Feb 2021 - Sep 2021
● Audited government housing authorities for public housing, and tax credit renewals ● Processed tax returns for partnerships, s-corporations, non-profits, individuals, and government tax credits using Drake tax software ● Provided Quickbooks expertise, bookkeeping for various clients, and payroll management through ADP ● Audited government housing authorities for public housing, and tax credit renewals ● Processed tax returns for partnerships, s-corporations, non-profits, individuals, and government tax credits using Drake tax software ● Provided Quickbooks expertise, bookkeeping for various clients, and payroll management through ADP
-
-
-
KPMG US
-
United States
-
Financial Services
-
700 & Above Employee
-
Tax processor
-
Nov 2019 - Feb 2021
• Managed various high-level customs broker accounts for clearance requests with Customs • Reconciled and managed inventory for Free Trade Zones • Classified numerous high duty items with the Harmonized Tariff Schedule • Supported clients in creating and submitting Free Trade Agreements for qualifying products • Managed various high-level customs broker accounts for clearance requests with Customs • Reconciled and managed inventory for Free Trade Zones • Classified numerous high duty items with the Harmonized Tariff Schedule • Supported clients in creating and submitting Free Trade Agreements for qualifying products
-
-
-
Verb Technology Company, Inc.
-
United States
-
Software Development
-
1 - 100 Employee
-
Technical Support Analyst
-
Oct 2017 - Nov 2019
• Managed detailed service and support requests for 75 different client mobile and desktop applications • Executed all initial onboarding of software with clients and provided support training. • Managed detailed service and support requests for 75 different client mobile and desktop applications • Executed all initial onboarding of software with clients and provided support training.
-
-
-
Capital One
-
United States
-
Financial Services
-
700 & Above Employee
-
Customer Service Representative
-
May 2016 - Oct 2017
• Managed a team of 22 coworkers in a pilot group who managed 5 million customer accounts • Provided multiple trainings concerning credit card laws and regulations for employees throughout the company • Managed a team of 22 coworkers in a pilot group who managed 5 million customer accounts • Provided multiple trainings concerning credit card laws and regulations for employees throughout the company
-
-
Education
-
Utah Valley University
Master's degree, Accounting -
Utah Valley University
Bachelor's degree, Accounting -
Utah Valley University
Associate's degree, Accounting