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Tracey Chareas is a seasoned professional with extensive experience in marketing, sales, and financial analysis. A native of Newburyport, Massachusetts, she holds a Master of Professional Accounting from The University of Texas at Austin and a Bachelor of Arts in Economics from the same institution. With expertise in Microsoft Office, Excel, and project management, she has worked in various industries, including real estate, retail, and finance. Her notable roles include Owner of The Ruby Door, where she successfully grew the business to profitability, and Private Business Consultant at Marbain Associates, where she performed financial and strategic analysis for a real estate development firm. She has also worked at Deloitte & Touche, Stout Causey and Horning LLC, and KPMG US, providing tax compliance and planning services to large corporate clients.

Experience

  • Bentley's
    • Newburyport, MA
    • Real Estate Agent
      • Jul 2015 - Present
      • Newburyport, MA

      Real estate agent with Bentley's Real Estate. Specialist in home staging and design.

    • Owner
      • Mar 2004 - Mar 2016

      • Operate all aspects of a high-end jewelry boutique in Boston’s exclusive Beacon Hill neighborhood.• Design and produce exclusive handmade jewelry line, Tracey Chareas Designs, which is responsible for about 50% of the overall sales in the shop. • Perform monthly financial analysis, budgeting...

  • Marbain Associates
    • Mechanicsburg, PA
    • Private Business Consultant
      • Mar 2013 - Mar 2013
      • Mechanicsburg, PA

      • Performed financial and strategic analysis for a real estate development firm to determine whether continuation of business was justified.o Interviewed all full time employees and subcontractors to gain insight into operations and possible strategies.o Reviewed financial statements and tax retu...

  • MPG Home Design
    • Newburyport, MA
    • Private Business Consultant
      • Mar 2011 - Jul 2011
      • Newburyport, MA

      • Assisted interior designer in Newburyport with her newly opened retail and interior design business.o Performed forecasting analysis and developed compensation structure based on a partnership strategy designed to drive and grow business.o Created system to track and reconcile all retail sales ...

    • International Tax Associate
      • Jul 2003 - Feb 2004
      • Boston, MA

      • Assisted on strategic planning projects for global clients, including research of tax issues and corporate background analysis.• Prepared informational tax returns for international subsidiaries of corporate clients.

  • Stout Causey and Horning LLC
    • Baltimore, Maryland
    • Tax Consultant
      • Sep 2002 - Jun 2003
      • Baltimore, Maryland

      • Researched and prepared tax memos to explore and summarize client tax issues.• Prepared corporate and complex individual tax returns.

  • KPMG US
    • Baltimore, Maryland
    • Federal Tax Associate
      • Jan 2002 - Aug 2002
      • Baltimore, Maryland

      • Assisted on all aspects of tax compliance and planning for large corporate clients.

    • International Tax/Transfer Pricing Associate
      • Jul 2000 - Dec 2001
      • Chicago, IL

      • Performed economic analysis to assist with development of transfer pricing strategies for large multi-national corporations.• Assisted on all aspects of international tax compliance and planning for firm’s international clients.

Education

  • 1998 - 2000
    The University of Texas at Austin
  • 1995 - 1998
    The University of Texas at Austin
  • 1991 - 1994
    Mercersburg Academy

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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