Rachel D. Ellis, CPA

Manager - Trader Tax Compliance


ROLE AT FIRM

Rachel D. Ellis, CPA, has been a critical asset to our firm since 2013, taking on the role of Tax Manager. In this capacity, Mrs. Ellis oversees the preparation and review of tax returns while providing invaluable consultations to our diverse clientele.  She is proficient in trader taxation and plays a pivotal role in our clients’ financial success within the complex world of taxation.

PRIOR WORK EXPERIENCE

Before joining our firm, Mrs. Ellis worked in retail banking from 2005 to 2013. Throughout her tenure, she honed skills integral to the tax management landscape, specifically assessing and addressing clients’ financial needs. Her responsibilities encompassed evaluating the feasibility of mortgage refinances, collaborating with business owners to deliver a comprehensive suite of banking services, and conducting individual meetings to address various banking needs. This prior work history forms the foundation for her unwavering commitment to delivering client-centric solutions, adding a valuable dimension to her role in tax management.

BBVA Compass Bank Daphne, AL, Financial Sales Advisor II, April 2011 to November 2013
RBC Bank Daphne, AL, Senior Relationship Banker, July 2008 to March 2011
Ent Federal Credit Union Colorado Springs, CO, Lead Member Service Representative II, June 2005 to June 2008

EDUCATION

Auburn University Auburn, AL
Master of Accountancy, August 2014

University of Colorado at Colorado Springs, CO
B.S. Business with an emphasis in Finance, May 2008

CPA LICENSE & PROFESSIONAL MEMBERSHIP

Certified Public Accountant licensed by TN #29505 (www.cpaverify.org)

Certified Public Accountant licensed by AL #12055 (inactive) (www.cpaverify.org)

Member, The Tennessee Society of CPAs