Senior Tax Associate Jonathan Sussman joined Spiegel as a Senior Tax Associate in January 2023. Jonathan began his career working for a tax and accounting firm in south Florida. His position with the firm allowed him to develop a capacity for communicating accounting and compliance matters to clients regarding …
Operations Associate As Operations Associate, Raymond Tran is responsible for client data intake and organization, generating client QuickBooks reports, and project coordination, as well as overseeing or assisting with various operational and administrative tasks. Raymond joined Spiegel in 2018 after earning his A.A. in Accounting from Laney College. …
Director of Administration As Director of Administration, Janis Roe is responsible for all day-to-day administrative operations. Her primary responsibilities within the company cover financial management, HR management, strategic planning, and communication with firm management. She provides the administrative leadership for the office, including the administration team. Prior to …