Katherine Sloan

Tax Manager | Executive Assistant

Area of Expertise

Coordinating schedules, tax process, and bookkeeping

years of EXPERIENCE

15

PURPOSE PROFILE 

Coordinator-Conductor

Katherine excels in coordinating efforts to meet and exceed the needs of our clients.

"Change takes place over time through continual persistence." Dr. Caroline Leaf

With over 15 years of experience as an office manager, Katherine has honed her skills in client service and relationship management. As a dedicated Tax Manager and Executive Assistant, she is committed to delivering exceptional service and support to our clients.

She prides herself on building and maintaining strong client relationships, ensuring that their needs are met with professionalism and care. Her extensive experience allows her to navigate complex tasks and provide solutions that enhance overall client satisfaction. Whether it’s managing tax-related matters, bookkeeping, or providing executive support, she is dedicated to contributing to the success of our clients and the organization. Katherine and Greg enjoy RVing, hiking, and spending time with their three adult children and their spouses.

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