Jared Gillespie
Milwaukee
Summary
I am an organized and dependable candidate, successful at managing multiple priorities with a positive attitude with the willingness to take on added responsibilities to meet team and firm goals. I am a hardworking and passionate job seeker with strong organizational skills eager to secure an incoming International Tax Senior position.
Overview
3
3
years of professional experience
Work History
International Tax Consultant II
Deloitte
01.2022 - 04.2024
- Provided International Tax services to U.S. based Multinational Corporations that have operations in foreign jurisdictions.
- Calculated MNE's foreign inclusions (Sub F and/or GILTI) by creating a GILTI calculation to calculate the clients total GILTI inclusion, and studied fact patterns of transactions that give rise to Sub Part F income.
- Prepared forms 5471, 8858, 8865 and 8621 for clients to stay compliant with U.S. International IRS filing requirements.
- Created Pillar 2 memos for clients, explaining how this new global minimum tax can affect operations in their low tax jurisdictions.
- Extensive Microsoft Excel knowledge as well as Word and PowerPoint.
- Created tables in Excel using Power Query to more efficiently solve client problems.
Financial Representative Intern
Northwestern Mutual
06.2021 - 08.2021
- Collaborated with team members to develop tailored financial strategies for individual clients'' needs.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Gained knowledge in various financial products, including stocks, bonds, mutual funds, ETFs, annuities, and insurance policies.
- Discussed financial options with clients and provided informed suggestions.
- Strengthened client relationships through timely follow-ups and regular communication.
Income Tax Preparer
Baker Tilly
01.2021 - 04.2021
- Worked in coordination with multiple different teams and prepared 1099s, 1040s, and 1120s in CCH Tax Software.
- Remained up to date with state and federal tax issues and current lax laws.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Demonstrated attention to detail while preparing complex tax returns for individuals and corporations.
- Utilized advanced software tools to improve efficiency in calculating taxes owed or refunds due based on available data inputs.
Education
BBA - Accounting
University of Wisconsin Oshkosh
Oshkosh, WI12.2021
Skills
- Problem-Solving
- Attention to Detail
- Client Relationships
- MS Office Suite
- Time Management
- Organized
Timeline
International Tax Consultant II
Deloitte
01.2022 - 04.2024
Financial Representative Intern
Northwestern Mutual
06.2021 - 08.2021
Income Tax Preparer
Baker Tilly
01.2021 - 04.2021
BBA - Accounting
University of Wisconsin Oshkosh