Matthew McGill
Ogallala,NE
Summary
Tax professional with strong expertise in planning, compliance, and financial reporting. Known for effective team collaboration and adapting to changing needs while consistently delivering results. Skilled in optimizing tax strategies, and ensuring regulatory compliance with focus on accuracy and efficiency. Valued for reliability, analytical thinking, and exceptional problem-solving abilities.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Tax Manager
Johnson, Bergmeier, Wolf & Cipperly CPAs PC
01.2024 - Current
- Oversee preparation, review, and signing of individual and business tax returns, ensuring compliance and accuracy for clients in sectors such agriculture, real estate, automotive, and construction.
- Develop strategic tax planning strategies, optimizing client financial outcomes.
- Complete in-depth research into tax issues affecting small businesses and agricultural activities to offer expert advice and accurately prepare submissions.
- Support team growth by delivering technical training and mentorship to tax department personnel.
Vice President/ Shareholder
Johnson, Bergmeier, Wolf & Cipperley CPAs PC
01.2020 - 12.2023
- Spearheaded client transition and retention strategies for over 400 tax clients during succession.
- Oversaw strategic planning and establishment of a new branch office in Omaha, NE.
- Implemented modernization initiatives by designing and executing enhanced operational processes across the firm.
- Assessed financial risks and opportunities, delivering data-driven insights for strategic decision-making.
- Represented organization at industry conferences and events.
Staff Accountant
Johnson, Bergmeier, Wolf & Cipperley CPAs PC
09.2015 - 12.2019
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Worked closely with colleagues across departments to address complex tax issues collaboratively.
Senior Mutual Fund Accountant
Gemini Fund Services
02.2014 - 08.2015
- Mentored junior accountants, providing guidance on complex accounting principles and best practices.
- Supported software conversion and implementation
- Collaborated with fund managers to gather information for accurate reporting
Education
Bachelor of Science - Accounting
Bellevue University
Bellevue, NE01-2014
Skills
- Strategic tax planning
- Task prioritization
- Strategic team guidance
- Customer relationship development
- Comprehensive Tax Review
- Employee training
- Tax research
- Problem-solving
- Attention to detail
- Adaptability and flexibility
Certification
- CPA - Certified Public Accountant
Affiliations
- Member of Nebraska Society of Certified Public Accountants
Timeline
Senior Tax Manager
Johnson, Bergmeier, Wolf & Cipperly CPAs PC
01.2024 - Current
Vice President/ Shareholder
Johnson, Bergmeier, Wolf & Cipperley CPAs PC
01.2020 - 12.2023
Staff Accountant
Johnson, Bergmeier, Wolf & Cipperley CPAs PC
09.2015 - 12.2019
Senior Mutual Fund Accountant
Gemini Fund Services
02.2014 - 08.2015
Bachelor of Science - Accounting
Bellevue University
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