Marlee Richardson
Onboarding Manager at EthicsPro Tax | Planning & Strategy
- Role
- Onboarding Manager at EthicsPro Tax | Planning & Strategy
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
About Marlee Richardson
I\'ve been fortunate enough to obtain professional experience in business operations, human resources & administrative tasks, client partnerships, and event planning logistics. I have also obtained throughout my 9 year career a broad range of knowledge with analytics used in marketing, public relations, and sales through Customer-Relationship Management (CRM) systems.
Experience
Onboarding Manager
EthicsPro Tax | Planning & Strategy
Dec 2025 — Present
Helping clients get up and running with clarity and confidence in their tax planning & strategy journey. With a background in business operations, HR, and client relations, I specialize in streamlining onboarding processes and simplifying complex systems. Using my organized and approachable style, I aim to focus on building strong early relationships and ensuring every client’s onboarding experience is efficient, supportive, and strategically aligned.
Education
Virginia Western Community College
Associate of Arts - AA, General Studies
Roanoke College
Bachelor's degree, Business Administration and Management, General
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