Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Jason Wolters

Grand Rapids,MI

Summary

Certified Public Accountant and tax professional three years of extensive business and individual taxation experience with emphasis in federal and some state taxation. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Tax Staff

Plante Moran
01.2021 - Current
  • Prepared federal and state income tax returns for individuals, businesses, and trusts.
  • Performed other tax compliance related tasks such as extensions, estimates and tax provisions.
  • Kept up to date on current income tax developments and advised clients to make proper adjustments.

Accounting Intern

Pennell CPA
01.2020 - 03.2020
  • Completed individual tax returns
  • Assisted with corporate tax returns and year-end accounting work

Accounting Intern

McCall & Company
01.2018 - 05.2019
  • Managed company’s accounting related tasks such as payroll, EFTPS payments, and sales tax forms
  • Prepared both corporate and individual tax returns

Education

Master of Accounting -

Calvin University
Grand Rapids, MI

Bachelor of Science - Accounting

Calvin University
Grand Rapids, MI

Skills

  • Income Tax Compliance
  • Federal Tax Returns
  • Microsoft Office
  • Active Listening
  • Attention to Detail
  • Critical Thinking and Analysis

Certification

  • CPA - Certified Public Accountant

Timeline

Tax Staff

Plante Moran
01.2021 - Current

Accounting Intern

Pennell CPA
01.2020 - 03.2020

Accounting Intern

McCall & Company
01.2018 - 05.2019

Master of Accounting -

Calvin University

Bachelor of Science - Accounting

Calvin University

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Jason Wolters