Jordan Wilson
Pittsburgh,PA
Summary
A Senior Tax Associate with seven tax seasons of experience. Proficient with CCH tax software, the preparation of partnership and corporate tax returns, mentoring staff, and client communication.
Overview
6
6
years of professional experience
Work History
Senior Tax Associate
Cherry Bekaert
Remote
12.2024 - 03.2025
- Maintained a full tax compliance workload, continuing the preparation and review of returns while supporting merger-related initiatives.
- Assisted team members with new tax software and systems introduced as part of the merger.
- Supported clients through updated information-collection processes.
Tax Supervisor
Katz, Nannis + Solomon
Remote
10.2024 - 12.2024
- Served as the primary client contact, managing information requests, and ensuring the timely completion of engagements.
- Supported and guided associates on tax technical issues, and tax software usage.
- Assisted with the preparation of complex corporate returns, including consolidated federal and state filings, and the reporting of foreign subsidiaries.
Senior Tax Associate
Katz, Nannis + Solomon
Remote
01.2022 - 10.2024
- Prepared complex corporate tax returns for companies in the technology and life sciences sectors, with significant R&D tax credit components.
- Prepared partnership and smaller corporate tax returns.
- Assisted with multi-state filings and apportionment issues for corporate clients operating across multiple jurisdictions.
Senior Tax Associate
CohnReznick
Bethesda, MD
07.2020 - 10.2021
- Reviewed tax returns and their supporting documents for partnerships, corporations, and individuals.
- Supervised, trained, and mentored associates and interns on tax return preparation.
Tax Associate
CohnReznick
Bethesda, MD
11.2018 - 07.2020
- Prepared tax returns for individuals and partnerships.
- Assisted clients with the preparation of financial documents related to taxes.
Education
Bachelor of Science in Business Administration (BSBA) - Accounting & Business Information Systems
University of Pittsburgh
Pittsburgh, PA04.2018
Skills
- CCH Axcess Tax
- CCH ProSystem fx Tax
- CCH Engagement
- CCH Document
- GoFileRoom
- BNA Income Tax Planner
- Microsoft Office
Timeline
Senior Tax Associate
Cherry Bekaert
12.2024 - 03.2025
Tax Supervisor
Katz, Nannis + Solomon
10.2024 - 12.2024
Senior Tax Associate
Katz, Nannis + Solomon
01.2022 - 10.2024
Senior Tax Associate
CohnReznick
07.2020 - 10.2021
Tax Associate
CohnReznick
11.2018 - 07.2020
Bachelor of Science in Business Administration (BSBA) - Accounting & Business Information Systems
University of Pittsburgh