Joseph Lombardo

Joseph Lombardo has extensive experience in tax accounting, currently serving as a Tax professional at Loring, Wolcott & Coolidge Trust, LLC since July 2017. Prior roles include Tax Accountant at Cambridge Trust Company, and Tax Accountant II and I at US Trust Bank of America. Responsibilities have encompassed balancing house accounts, preparing various tax returns including 990-T and 1040, managing client communications regarding tax matters, and overseeing the estimates and balance dues processes. Joseph Lombardo has achieved recognition for contributions to both the estimates process and a national archiving project, receiving two Silver Awards. An educational background includes a Bachelor of Science in Accounting from the University of Rhode Island, completed in 2005.