Summary
Overview
Work History
Education
Skills
Websites
Certification
Communityservice
Awards
Publications
Accomplishments
Affiliations
Timeline
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Sonja Wilson

Duncan,SC

Summary

Dedicated attorney offering expertise in tax law. Proven success in building trusting rapport with clients and offering sound legal advice in clear and universal terms. Hardworking and dedicated to client advocacy.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Project Tax Manager

CCK Strategies
03.2024 - Current


  • Utilize and ensure project adherence to our practice's standard project management processes and tools in CCH to manage project teams across the entire project life cycle, comply with all engagement reporting requirements; serve as an advocate of project management principles and standards.
  • Developed strategies to resolve cases in client's best interest.
  • Developed legal strategies to protect client interests and resolve disputes.
  • Negotiated settlements of disputes and litigation.
  • Enhanced the reputation of the law firm through active participation in community legal outreach programs.

Adjunct Instructor

WASHINGTON STATE UNIVERSITY
01.2015 - Current
  • Conduct both online and in-class courses in alignment with the university's prescribed formatting standards
  • Foster active student engagement by initiating and actively participating in discussions, promoting the exchange of ideas, particularly within the context of environmental science
  • Evaluate student assignments and provide constructive feedback on a weekly basis
  • Fulfill all university requests and obligations in a facilitator role, with the primary goal of enhancing the students' learning experience.

Tax Training Manager

Platform Accounting Group
01.2021 - 10.2023
  • Spearhead the development and execution of comprehensive training programs for a workforce of 500+ employees, encompassing tax form planning and processing
  • Lead the deployment of training initiatives for the CPA Exam and EA Exam, collaborating with senior management to ensure effective program implementation and structural integrity.

Estate and Gift Tax Senior Tax Advisor

Abbot, Stringham & Lynch
01.2020
  • Developed and executed intricate tax returns for clients possessing a personal wealth exceeding $5 million
  • Acted as a representative for clients in dealings with the IRS regarding various issues.

Global Tax Director

CPA Firm| WILSON'S PROFESSIONAL TAX SERVICES, LLC
01.1999 - 01.2020
  • Provided top-tier client support, simplifying complex legal matters, and promptly addressing client inquiries through effective negotiation skills
  • Educated students at various colleges and universities on a wide range of tax and accounting courses, shedding light on contemporary global tax issues
  • Devoted efforts to disseminate knowledge on topics such as controlled foreign corporations, the foreign tax credit versus the deduction for foreign taxes paid, the impact of the 2017 Tax Cuts and Jobs Act (TCJA) on international tax law, and the practical application of filing related forms like 8992 and 8993
  • Collaborated closely with global and international clients to develop tax strategies aligning with expected tax outcomes
  • Authored South Carolina CPE tax courses focused on nonprofit accounting
  • Collaborated with companies boasting annual receipts exceeding $5 million
  • Worked alongside CFOs and COOs of LLCs and S Corps to establish organizations with robust internal control frameworks
  • Formulated and negotiated effective tax solutions for the resolution of IRS and state tax obligations for companies
  • Conducted training sessions for company management, covering relevant tax and accounting topics
  • Designed and led leadership training seminars for senior company managers.

Senior Tax Specialist

TAX DEFENSE NETWORK
01.2018 - 01.2019
  • Led strategic projects aimed at aligning the company with evolving taxation standards, fostering its ongoing growth
  • Conducted thorough reviews of U.S
  • Tax laws and regulations pertaining to domestic tax planning, and provided well-informed tax solutions for both individual and business clients
  • Achieved a 95% success rate in effectively implementing Offers-in-Compromises for eligible taxpayers
  • Attained a flawless 100% success rate in establishing federal and state repayment plans for clients with overdue tax obligations.

Education

PhD in Organizational Leadership -

NorthCentral University
Minneapolis, MN

Juris Doctorate -

University of South Carolina
Columbia, SC

Masters in Tax -

Georgia State University
Atlanta, GA

Masters in Education -

University of South Carolina
Columbia, SC

Master's in Economics -

Johns Hopkins University
Baltimore, MD

B.S. in Accounting -

University of South Carolina Upstate
Spartanburg, SC

B.S. in Secondary Mathematics Education -

University of South Carolina Upstate
Spartanburg, SC

Skills

  • Over 20 years in Public Accounting Design and create effective training programs and curricula to meet organizational objectives
  • Develop engaging and interactive learning materials for diverse audiences
  • Deliver training in various formats, such as in-person, virtual, and blended learning
  • Assess training needs within the organization and develop tailored solutions
  • Develop and implement tax strategies to minimize the company's tax liabilities
  • Ensure full compliance with all applicable tax principles and protocols
  • Identify and manage tax-related risks, including legal and financial implications
  • Profound knowledge of accounting principles, financial reporting, and auditing standards
  • Oversee financial processes, including budgeting, forecasting, and financial analysis
  • Coordinate and manage financial audits and collaborate with external auditors
  • Develop financial strategies and long-term financial planning
  • Resolve complex accounting issues and discrepancies to maintain financial accuracy and integrity
  • Curriculum Development
  • Strategic Tax Planning
  • Tax Reporting
  • Financial Management
  • Audit Coordination
  • Strategic Planning
  • QuickBooks Certified
  • Estate & Trust Income Taxation
  • SC Author: Estate & Trust Income Taxation (CPE Credit)
  • Project/Team Leader
  • Tax Resolutions
  • Team Management
  • Leadership
  • Problem-Solving
  • Organizational Skills
  • Analytical Skills
  • Time Management
  • Interpersonal Skills
  • Communication Skills
  • Decision-Making
  • Multitasking
  • Attention to Detail
  • Adaptability
  • Team Collaboration
  • Critical Thinking
  • Case analysis
  • Legal writing
  • Legal Research
  • Contract drafting
  • Document Review
  • Estate Planning
  • Tax Law
  • Settlement Negotiation
  • Business law

Certification

  • Certified Public Accountant (CPA)
  • IRS Enrolled Agent (EA)

Communityservice

  • Spartanburg Soup Kitchen, Spartanburg, SC, 01/01/15, Present, Enhanced the capacity to work autonomously, successfully completing assigned tasks with minimal supervision., Adhered to the organization's rules and safety regulations when executing assigned duties., Cultivated effective communication skills through the provision of customer service to visitors at the volunteer center.
  • Spartanburg Civitan Club, Spartanburg, SC, 01/01/14, Present, Kept meticulous records of all financial transactions, encompassing cash receipts, disbursements, investments, and transfers., Conducted monthly reconciliations of bank statements and investments., Scrutinized and managed expenses to optimize budget planning and outcomes., Monitored daily cash flow activity to ensure the availability of adequate funds for operational needs.
  • WPTS, INC, Spartanburg, SC, 01/01/12, Present, Offered complimentary SAT Workshops for community college prospects., Evaluated current curricula for quality assurance, implementing necessary enhancements as needed., Effectively oversaw concurrent management of multiple projects while adhering to stringent deadlines.

Awards

  • Awarded as Embry-Riddle Teacher of the Year.
  • Received the USCUPSTATE Bank of America Teaching Excellence Award.
  • Honored with the Earl Gordon Medal for Most Outstanding Female Graduate.
  • Elected as Miss Senior Class.
  • Recognized with the Gwendolyn Brooks Poetry Award.
  • Granted the American Mensa Award.
  • Named Miss Junior Class.
  • Acknowledged for the Textile Writing Award

Publications

  • Accounting Continuing Education Courses, 2007, Focus on "Fund Accounting and Accounting for Other Nonprofit Organizations: The Federal Gift Tax Made Simple."
  • The 2005 Society of Advanced Management Conference, 2005, Addressed "Seven Practical Tax Tips for the Sole Proprietor" and "Five Business Practices that the Sole Proprietor Must Never Do."
  • College Teaching and Learning Conference, 2005, Discussed "SAPP: An Affordable Solution to Academic Advisement."
  • Meeting of MidSouth Association of Business Disciplines, 2004, Presentation titled "How Ethical Are Your Ethics?"
  • The National Association of African American Studies' 2001 National Conference, 2001, Presented a paper titled "African-Americans and Nonprofit Organizations: How Much is Too Much?"

Accomplishments

  • Documented and resolved tax issues which led to over 95% settlements.
  • Documented and resolved IRS tax issues which led to resolution.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved Offers-in-Compromise through effectively helping with settling IRS and state taxing authority issues.
  • Achieved proper tax planning through effectively helping with specific client needs.

Affiliations

  • Alabama State Bar
  • South Carolina Board of Accountancy

Timeline

Project Tax Manager

CCK Strategies
03.2024 - Current

Tax Training Manager

Platform Accounting Group
01.2021 - 10.2023

Estate and Gift Tax Senior Tax Advisor

Abbot, Stringham & Lynch
01.2020

Senior Tax Specialist

TAX DEFENSE NETWORK
01.2018 - 01.2019

Adjunct Instructor

WASHINGTON STATE UNIVERSITY
01.2015 - Current

Global Tax Director

CPA Firm| WILSON'S PROFESSIONAL TAX SERVICES, LLC
01.1999 - 01.2020

PhD in Organizational Leadership -

NorthCentral University

Juris Doctorate -

University of South Carolina

Masters in Tax -

Georgia State University

Masters in Education -

University of South Carolina

Master's in Economics -

Johns Hopkins University

B.S. in Accounting -

University of South Carolina Upstate

B.S. in Secondary Mathematics Education -

University of South Carolina Upstate
Sonja Wilson