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Lesa Grillo is a Manager in the firm’s Individual Tax practice. In her role, she focuses on conducting reviews of trust, gift, and individual tax returns for high net worth individuals. Additionally, she has specialty knowledge in understanding the intricacies of private foundations and is responsible for reviewing the tax returns of these foundations. She takes an active role in bringing the next generation of accounting professionals along by training and mentoring the firm’s tax staff through the development programs Untracht Early has set in place.
Lesa is a member of both the American Woman’s Society of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.
She obtained her Bachelor of Science degree in Accounting from Salem State College and holds a Master of Science in Taxation from Northeastern University. Lesa is a licensed CPA in the state of New Jersey.