KATHRYN VEST

My Role at BCS

As the tax department coordinator, I work closely with the Tax Department Manager as well as Partners, Managers and Tax Department Staff. I enjoy being able to assist them with any administrative needs, client service and planning meetings. I am also the first contact person for any new possible clients. I gather information from them to determine their needs and set them up with the appropriate accountant.

Education and Experience

I have 12 years of administrative experience with some of those years at a financial and wealth management office.

Community Involvement and Personal Notes

I grew up in the military traveling and living all around the world. I believe having the opportunity to do that helps with growth and understanding of other people and cultures. I have 4 grown kids that have kept me quite busy. We have 2 dogs and 2 cats. I enjoy working out, being outside and crafting.

KVest@bcscpa.com

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