Tolleson Wealth Management
- Elizabeth Lean
Elizabeth Lean
Tax Strategist - Director, Client Advisory at Tolleson Wealth Management
Elizabeth Lean, CPA has a strong background in tax preparation and strategy, having worked in various roles at companies such as Tolleson Wealth Management, PwC, Thomson Reuters, and Cain Watters & Associates. Elizabeth holds a Bachelor of Business Administration in Accounting from Texas Tech University and has experience developing software for 1040 tax return preparation.
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Timeline
Tax Strategist - Director, Client Advisory
November, 2022 - present
Tax Manager
May, 2021
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