SPECIALISTS

Lesa R. Grillo

Director, Citrin Cooperman Advisors LLC

Experience

Lesa Grillo is a tax director with over 16 years of experience focusing on conducting reviews of trust, gift, and individual tax returns for high-net-worth individuals. Lesa has specialty knowledge in understanding the intricacies of private foundations and is responsible for reviewing the tax returns of these foundations.

Lesa was a senior tax manager at Untracht Early, which joined Citrin Cooperman in 2022. Over her 16-year tenure at Untracht Early, Lesa took an active role in bringing the next generation of accounting professionals along by training and mentoring the firm’s tax staff through firm-wide development programs.

CREDENTIALS

Education

Bachelor of Science in Accounting, Business, and Economics, Salem State College

Master of Science in Taxation, Northeastern University

Licenses

Certified Public Accountant in the state of New Jersey

Affiliations

Member, New Jersey Society of Certified Public Accountants (NJCPA)

Member, American Institute of Certified Public Accountants (AICPA)

WORK-LIFE BALANCE

Outside the Office

Lesa enjoys traveling and spending time with family and friends.

Get in touch with Lesa R. Grillo today.

Fill out the form below to get in direct contact with Lesa R. Grillo and start your personalized consultation journey.

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Get in touch with Lesa R. Grillo today.

Fill out the form below to get in direct contact with Lesa R. Grillo and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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