Alexander Wilhelm
Richardson,TX
Summary
Senior Tax Associate developing a well-rounded tax foundation by preparing various tax returns, tax planning and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to corporate and flow-through entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Baker Tilly US, LLP
07.2023 - Current
- Prepared, reviewed, and analyzed client data to accurately prepared income tax returns.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Calculated estimated tax payments for clients.
- Performed tax research to determine required changes in state return preparation.
Tax Associate
Baker Tilly US, LLP
12.2020 - 06.2023
- Utilized tax software to prepare returns and meet deadlines.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Calculated estimated tax payments for clients.
Tax Intern
Montgomery Coscia Greilich, LLP
01.2019 - 04.2019
- Prepared tax returns associated with income tax compliance.
- Utilized Gosystems and Axcess to input and track tax information.
- Calculated tax depreciation with Fixed Asset CS.
- Called state tax jurisdictions concerning client notices.
Lead Sales Associate
Leslie’s Pool Supply
04.2015 - 12.2020
- Assisted up to 50 customers per day with the sale of pool chemicals, equipment, and recreational items.
- Handled water tests and communicated results to customer to help drive sales and create customer relationships.
- Maintained store visual standards by setting up window and interior displays to merchandising guidelines.
- Performed inventory control procedures to manage stock.
Accounting Intern
KIBO Commerce
06.2017 - 08.2017
- Performed reconciliation of post-merger assets
- Documented discrepancies on post-merger assets
- Reported progress and discrepancies to Billings Manager
Senior Technician
Valvoline Instant Oil Change
08.2015 - 08.2016
- Completed oil changes and other preventive maintenance.
- Performed State Inspections
- Communicated recommended services to customers
- Monitored and enforced safety measures to mitigate hazards.
Education
Master of Science - Tax
University of North Texas
Denton, TX12.2019
Skills
- Attention to Detail
- Interpersonal Skills
- Organizational Skills
- Excel Expert Certified
- Tax Compliance
- Local, State, and Federal Tax Returns
- Problem Solving Aptitude
- Continuous Learning Mindset
Certification
Certified Public Accountant
Timeline
Senior Tax Associate
Baker Tilly US, LLP
07.2023 - Current
Tax Associate
Baker Tilly US, LLP
12.2020 - 06.2023
Tax Intern
Montgomery Coscia Greilich, LLP
01.2019 - 04.2019
Accounting Intern
KIBO Commerce
06.2017 - 08.2017
Senior Technician
Valvoline Instant Oil Change
08.2015 - 08.2016
Lead Sales Associate
Leslie’s Pool Supply
04.2015 - 12.2020
Master of Science - Tax
University of North Texas
Certified Public Accountant
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