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Josette Traversa
Director, International Tax Services at CitrinCooperman
Professional Background
Josette Traversa is a highly accomplished accounting professional with a wealth of experience in the domain of international taxation. Currently serving as the Director of International Tax Services at Citrin Cooperman, Josette has cultivated a robust career focusing on tax management and strategic financial advisement. Her expertise encompasses a variety of sectors, enabling her to navigate complex tax regulations efficiently while providing valuable insights to clients seeking to optimize their international tax structures.
Before taking on her current role at Citrin Cooperman, Josette garnered significant experience as a Tax Manager at D&H Global Tax Group, where she demonstrated her ability to lead a team and manage a diverse client portfolio with precision and a keen eye for detail. She further honed her skills at UK US Tax Services LLP, where her responsibilities included the oversight of tax filings and compliance, as well as developing tax strategies tailored to clients' specific needs.
Josette’s early career laid the groundwork for her current successes. She worked as a Tax Accountant during tax season at Verrill & Verrill, LLC, CPA's, and subsequently served as a Supervisor at Bowman & Company LLP. These foundational roles equipped her with a comprehensive understanding of accounting practices, enabling her to build a career characterized by continuous growth and increased levels of responsibility.
Education and Achievements
Josette Traversa's educational background is impressive. She holds a Bachelor of Science (B.S.) degree in Accounting from Rider University, one of the well-regarded institutions in the field of higher education. Her studies provided her not only with a strong theoretical foundation in accounting principles but also practical applications that she has since carried into her professional endeavors.
Besides her academic accomplishments, Josette's professional journey is marked by her dedication to continuous learning and improvement, positioning her as a thought leader within the international taxation realm. Her notable achievements have been recognized throughout her career, reflecting her expertise and commitment to excellence.
In addition to her professional roles, Josette is an active member of various professional organizations, further exemplifying her commitment to staying at the forefront of industry developments. Through her active participation, she has contributed to discussions and initiatives that shape the future of international tax services.
Achievements
- Leadership at Citrin Cooperman: As the Director of International Tax Services, Josette has been pivotal in developing innovative tax strategies and compliance frameworks that address the ever-evolving landscape of international taxation.
- Strategic Development: At D&H Global Tax Group and UK US Tax Services LLP, she was instrumental in implementing processes that improved operational efficiency and compliance, reflecting her ability to combine leadership with technical knowledge.
- Professional Networks: Josette actively participates in various professional organizations where she shares her insights and expertise, contributing to her reputation as a respected figure in accounting and international tax circles.
- Problem Solving: Known for her analytical skills, Josette's work has led to numerous successful tax resolutions for her clients, showcasing her aptitude for navigating complex tax issues with ease.
Overall, Josette Traversa is a dedicated and accomplished professional whose background in accounting and expertise in international taxation continues to propel her career forward. Her commitment to her work and her ability to lead and inspire those around her underscore her reputation as an expert in her field. With a solid academic foundation and an impressive array of experiences, she is well-positioned to make lasting contributions to the industry now and in the future.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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