Dwight Wheatley
Nassau
Summary
CPA Candidate (2/4 exams completed) and Master’s-level Accounting professional with U.S. tax experience. Specialized in federal and multi-state income tax compliance, financial reporting, and client advisory services for high-net-worth individuals, corporations, and partnerships. Demonstrated success in meeting tight deadlines, ensuring compliance with IRS regulations, and collaborating across teams to deliver client-focused solutions.
Overview
7
7
years of professional experience
Work History
Contractor
Kaufman Rossin & Co
01.2024 - Current
- Deliver tax compliance to U.S.-based clients remotely.
- Prepare and review federal and multi-state tax returns for high-net-worth individuals, corporations, and trusts.
- Coordinate with partners and managers to ensure high-quality client service across diverse industries.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Staff Tax Accountant
Kaufman Rossin & Co
01.2022 - 01.2024
- Prepared and reviewed federal and state income tax returns for individuals, partnerships, corporations, trusts, and estates.
- Played a key role in multi-state compliance projects and complex tax filings for high-net-worth clients.
- Researched tax issues and provided technical support to managers and partners.
- Compiled accurate work papers to reconcile financial statements and support audits and filings.
Accounting Associate
The Salvation Army
09.2020 - 07.2021
- Prepared month-end closing entries and supported annual audits.
- Reconciled accounts receivable and addressed aged receivables to improve collections.
- Assisted in financial planning by analyzing historical data and budget variances.
- Ensured accuracy and compliance of corporate financial records with organizational policies.
Tax Preparer
VITA Tax Program
02.2019 - 05.2021
- Prepared federal and state tax returns for individuals, partnerships, and small businesses under IRS VITA program.
- Guided taxpayers in completing required forms and educated them on compliance requirements.
- Ensured accuracy of filings using TaxSlayer software and maintained detailed documentation.
Education
Master of Science - Accounting (Taxation)
Nova Southeastern University
12.2022
Bachelor of Science - Accounting (Magna Cum Laude)
Florida Memorial University
05.2020
Associate of Arts - Liberal Arts and Sciences
Santa Fe College
06.2017
Skills
- Tax Preparation Software: TaxSlayer, CCH Pro-Systems, CCH-Axcess
- Expertise: US Federal & Multi-State Income Tax, GAAP Compliance, Family Limited Partnerships, 1040 Prep of High Net Worth Individuals, Private Equity Investor Reporting & Compliance
Affiliations
- National Association of Black Accountants – President (2019–2020)
- Alpha Phi Alpha Fraternity, Inc.
- IRS VITA Program – Tax Preparer (2019–2021)
Timeline
Contractor
Kaufman Rossin & Co
01.2024 - Current
Staff Tax Accountant
Kaufman Rossin & Co
01.2022 - 01.2024
Accounting Associate
The Salvation Army
09.2020 - 07.2021
Tax Preparer
VITA Tax Program
02.2019 - 05.2021
Bachelor of Science - Accounting (Magna Cum Laude)
Florida Memorial University
Associate of Arts - Liberal Arts and Sciences
Santa Fe College
Master of Science - Accounting (Taxation)
Nova Southeastern University
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