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Maurice Bortzfield, CPA, EA, MST, is a Senior Tax Manager at KLR, where responsibilities include identifying tax planning opportunities and advising on tax strategies for individuals and businesses since January 2017. Previous positions held at KLR include Tax Manager, Tax Supervisor, and Tax Associate. Maurice has also gained experience as an NDIS Examiner Intern at the Massachusetts Division of Banks, reviewing compliance for financial applications, and as a Financial Planning Intern at Financial Compass Group LLC, creating asset maps and life insurance policy illustrations. Earlier career roles included Account Manager at TruGreen and Bank Teller at Bridgewater Credit Union. Maurice holds an MBA from Bentley University and advanced degrees in Taxation and Finance and Accounting from Northeastern University.