Julie Schroeder joined Northside Capital Management as a Senior Portfolio Tax Analyst in 2017. Her primary responsibilities include investment and operational due diligence with a focus on financial statement and tax analysis, coordinating with client accounts and tax advisors, and assisting with tax efficiency and tax liability management.
As a former Tax Manager at Moss Adams LLP, a regional public accounting firm, Julie provided tax compliance and planning services to various industry groups. Julie reviewed partnership, corporate, trust, and individual tax filings and managed client relationships.
Julie grew up in Portland, Oregon. She attended University of Denver and earned her Bachelor of Science in Accounting in 2012. She is a licensed Certified Public Accountant (CPA).