Jeremy Moritz
CPA
Milwaukee
Summary
Organized and dependable tax professional successful at managing high pressure work environment with a positive attitude. Willingness to take on added responsibilities to meet team goals. Personable and always eager to learn and solicit feedback. Looking to continue my career as a CPA that I've enjoyed for over 12 years.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Tax Manager
Mohr CPAs LLP
10.2018 - Current
- Reviewed complex federal and state income tax returns for individuals, trusts, and small businesses.
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
- Organized and led countless meetings and calls with clients for tax planning and to address complex tax issues.
- Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future tax planning.
- Helped manage the implementation of new document management software to align with our firm's internal processes and procedures, and also helping onboard our clients to effectively use the new technology.
Senior Tax Associate
Grant Thornton LLP
10.2012 - 10.2018
- Prepared and reviewed business income tax returns for pass-through entities and corporate clients.
- Completed in-depth research projects into tax issues that affect our clients.
- Responded promptly to tax notices from the IRS and state tax agencies.
- Taught junior staff and interns how to prepare tax returns and efficiently manage their workload.
- Worked closely with staff at our India affiliate by managing their workflow and coordinating staffing needs from the U.S. team.
Education
Master of Professional Accounting -
University of Wisconsin-Whitewater
Whitewater, WI 05.2001 -
BBA -
University of Wisconsin-Whitewater
Whitewater, WI 05.2001 -
Skills
Tax compliance expertise
Tax research
Tax law interpretation
Client relationship building and communication
Partnership taxation expertise
Individual taxation expertise
Trust taxation knowledge and experience
Corporation taxation knowledge and experience
Certification
CPA - Certified Public Accountant
Timeline
Tax Manager
Mohr CPAs LLP
10.2018 - Current
CPA - Certified Public Accountant
02-2014
Senior Tax Associate
Grant Thornton LLP
10.2012 - 10.2018
Master of Professional Accounting -
University of Wisconsin-Whitewater
05.2001 -
BBA -
University of Wisconsin-Whitewater
05.2001 -
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