Lailla Joseph

Lailla Joseph, EA, has substantial experience in client onboarding, training, and support in the financial sector, currently serving as a Training & Onboarding Specialist at Corvee since August 2021. In this role, Lailla leads comprehensive training sessions on tax planning software and provides multichannel client support via Zendesk and Intercom. Previously, as a Client Success Manager at Corvee, Lailla excelled in communication and technical tax support to assist firms in transitioning to advisory-focused practices. Lailla's career began at Banco Santander and Bradesco, where analytical skills were utilized in private banking and client assistance roles, before progressing to General Manager at ACCOUNT BOOKKEEPING CORP, overseeing business operations and human resources. Lailla holds an Associate of Science degree in International Business from Valencia College.