JAMES WILHELM
Summary
Proactive tax and accounting professional with strong background in tax advisory, accounting, and financial analysis. Develops and implements internal procedures to maximize staff efficiency and engagement.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Tax Director
Burzenski and Co
09.2021 - Current
- Lead tax department for 35 person CPA firm.
- Implemented automated strategies for project tracking, and return filing status confirmation for approximately 1,200 tax returns.
- Reviewed all federal and state business income tax returns in accordance with applicable tax laws.
- Researched and analyzed tax developments and applications to specific business situations
- Expanded business through effective network development, identifying new, and prospective clients.
Senior Manager
Marcum
09.2020 - 09.2021
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Acted as lead contact for international tax - New England region.
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Researched and analyzed tax developments and applications to specific business situations.
- Assisted in managing audits of federal and state income tax and state and local filings.
Commercial Tax Manager
Baker Tilly
08.2019 - 09.2020
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
Tax Manager
PKF O'Connor Davies
07.2015 - 08.2019
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Researched and analyzed tax developments and applications to specific business situations.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Collaborated with clients to answer questions and provide advice on tax matters.
Senior Tax Accountant
Citrin Cooperman
08.2013 - 06.2015
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
Senior Accountant
Knight Rolleri Sheppard CPAS
01.2011 - 08.2013
- Prepared monthly journal entries and reconciliations.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
Education
Bachelor's - Finance
Southern Connecticut State University
New Haven, CT05.2002
Skills
- Active Listening
- Critical Thinking
- Federal Consolidated Returns
- Complex Partnership Returns
- State and local tax planning and compliance
- Business Development
Certification
- CPA - Certified Public Accountant
Timeline
Tax Director
Burzenski and Co
09.2021 - Current
Senior Manager
Marcum
09.2020 - 09.2021
Commercial Tax Manager
Baker Tilly
08.2019 - 09.2020
Tax Manager
PKF O'Connor Davies
07.2015 - 08.2019
Senior Tax Accountant
Citrin Cooperman
08.2013 - 06.2015
Senior Accountant
Knight Rolleri Sheppard CPAS
01.2011 - 08.2013
Bachelor's - Finance
Southern Connecticut State University
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