Jennie Sulzer, JD, CPA

Part of Wealth Enhancement Group Tax & Consulting Services Leadership Team

• Focus on High Net Worth Individuals & Ultra High Net Worth Individuals
• Collaborated directly with WEG Financial Advisors to provide a seamless service to all clients with AUM
• Managed team of 5-10 direct reports; responsible for their growth, performance, mentoring and advancement
• Individually managed book of business consisting of 150-200 returns with sole responsibility for preparation, review, signature and delivery of individual, entity, gift, trust and estate returns
• Engaged in year-round planning, consulting and projections for all clients including quarterly estimates, year-end planning, retirement and estate planning
• Directly involved in implementation of growth strategies and initiatives, including conversion to CCH Axcess Tax and Salesforce for Tax
• Authored articles for WEG blogs and marketing initiatives
• Facilitated new hire training and onboarding process and continued training for existing tax advisors

• Focus on tax compliance and consulting for High Net Worth/Ultra High Net Worth Individuals and their closely held passthrough entities
• Managed book of business over $1.4M, including signing all tax returns, engagement planning, budgeting and billing, and overall client relationship leader
• Worked directly with in house CLA financial advisors for client planning and consulting needs
• Part of office leadership team responsible for overall office decisions, revenues, budgets and planning for Orlando
• High level and detail review of complex Federal and State Partnership, S-Corporation, Individual, Fiduciary, Estate and Gift Tax Returns
• Quarterly and Year-End Planning, Consulting, Projections and Estimates for both Individuals and Business Entities
• Utilization of both legal and accounting degrees and certifications for deep understanding, review and application of operating agreements, partnership agreements, trust agreements and related estate planning tools
• Heavily involved in campus recruiting efforts and training of new interns, associates and senior associates and active involvement in onboarding
• Coach and mentor for associates at various levels of their careers

• Managed extensive client list, including a large Family Office Group consisting of partnership, corporation, trust, gift and exempt organization tax returns for several generations
• Detail and high-level compliance review of complex federal and state tax returns with a focus on passthrough entities including trust, gift, and estate tax returns as well as various international forms
• Identified to be part of Private Client Services group in 2018 in addition to Core Tax Services
• Southeast Recruiting Champion for University of Florida to promote firm to potential intern and new hire candidates

• Preparation and detail review of Federal and State Individual and Passthrough Entity returns
• Recruited to firm by partner from time and experience at McGladrey, LLP
• Peer buddy to interns and new associates

• Promoted to Senior Associate May 2015; Received highest quarterly bonuses among seniors and staff associates
• Preparation and detail review of Federal and State Individual and Passthrough Entity returns

• Small firm experience
• Preparation of returns and reconciliations from QuickBooks financials
• Focus on Individual and Passthrough Entity Returns

• Only tax intern offered full time position following busy season
• Prepared a wide range of tax returns across many industries including passthrough, corporate, trust, and individual tax returns
• Conducted extensive tax research on various tax issues and responded to Federal and State tax notices
• Worked directly with tax directors and partners on complicated client engagements