Jake Thompson Email & Phone Number

Chicago, Illinois, United States

Wholesale Recruiting Solutions is a team of experts in recruiting exclusively for electrical distributors. We are a trusted partner to electrical distributors offering 25 years of industry experience and are leveraged for fast, accurate results. If you are looking for a company that can act as a true partner in your growth, that will scramble when you lose a key employee, or who can just give you a little insight into what the competitive landscape looks like, you've come to the right place as that's all we do!We support companies ranging from start-ups to publicly traded ones with a sweet spot with independents and ESOPS. We work hard to position ourselves as a long-term partner rather than a vendor, try us once and you'll see why we are the FIRST choice in recruiting for the Electrical Distributor.We are experts in recruiting for positions that require significant industry, customer, vendor, or product experience and include all levels of Sales, Operations, Purchasing, Pricing, Marketing, Engineering, and ApplicationsContact me at jake@wholesalerecruitingsolutions.com or 847-347-2369.

Lake Forest, Illinois, United States

Acting in a consultant role during transition out of Trustmark to ensure a smooth transition of duties to full time team.

Lake Forest, Illinois, United States

- Implemented, maintained, managed all functions in OneSource Tax Provision for quarterly provision calculations based off Actual and Forecasted results. Moved from Longview Tax to OTP primarily in 2023 and completed implementation a quarter ahead of plan.- Prepared tax financial statement support and dialogue for both GAAP and SAP 101.- Calculated, prepared, and executed estimated tax payments for the federal consolidated filing as well as both sepco and unitary state obligations- Engaged in the coordination, preparation, and filing of various informational reporting forms for Trustmark as well as acted as a third party for similar filings for contracted companies leveraging Trustmark for these obligations. Form volume 10k +, used OneSource Tax Information Reporting and 1099 Express Primarily.- Other Functions and Filings: Withholding Filings and payments for forms 941, 945, CT-1, 8922 On quarterly and annual basis pending filing frequency. State Withholding Filings and payments on Monthly, Quarterly, or Annual Basis, based off obligation. Completed annual reconciliations and submission of informational reporting forms based off yearly state filings to wrap State Withholding for the year. Managed, in part or totally, notices related to withholding, federal income tax, state income tax, and information reporting. Maintained TAS structure for accounts, adjustments, TB Mappings, rollovers, really anything on the admin side for income tax. Managed OTP Framework and administration, establishing anything from users and datasets, to automatic adjustment mappings and updates to blended rates based off a calculation I prepared. Various tasks for all related departments, like data gathering and question answering, also including responses to inquires based off results from tax provision calculations or return filings. Coordinated with outside consultants.

Lake Forest, Illinois, United States

Chicago, Illinois, United States

Chicago, Illinois, United States

Greater Chicago Area

- Adapted to a virtual environment - Adapted to a changing tax landscape in one of the most unique tax years in history - Responsible for return preparation of consolidated corporations and PCS practice clients for federal, state, and international filing requirements- Coordinated amongst multiple offices and business lines to complete specialized projects outside of the typical compliance process, such as E&P studies, NOL carryback processes, notice responses, and sales tax audit defense - Completed monthly bank reconciliations for PCS practice clients - Prepared monthly sales tax returns for PCS practice clients - Prepared annual tax provision support for taxable income, rate calculation, and return to provision adjustments - Organized client documents, correspondence, and expectations - Engaged in a fast pace, technical, and constant work environment - Communicated across several teams at once on an ongoing basis with an eye to keep projects ahead of schedule - Obtained roll of Campus Catalyst to galvanize participation and buy in from both potential hires and current employees - Worked with the following programs : GoSystems Tax, CaseWare, QuickBooks, NetSuite, SurePrep, and GoFileRoom

Rosemont, Il

− Prepared corporate, partnership, and individual tax returns− Responsible for clients grossing over one million in sales− Participated in a team environment working as a value added piece to a larger puzzle− Participated in a busy season work environment with a focus on tax preparation

Mundelein, Illinois

Generated monthly and yearly financial reports for multiple companies in Quickbooks Online. Additionally, generated tax returns in Drake tax software. Wrote newsletters for present and past clients. Created mail merge templates for generic legal documents. Sat in for trails that were relevant to current clients. Also worked here as an intern during winter of 15/16 and during the summer of 2016.

Illinois

At College Works I hired, trained, and managed a nine-employee house painting branch. Designed and implemented a marketing strategy in various towns sourcing over 200 leads. Estimated painting projects up to $10,000 and accumulated revenues exceeding $55,000 for 13 clients. Presented professional proposals to clients, negotiated and closed deals, and built relationships. Oversaw all aspects of production management, customer relations, and quality control.

Libertyville Illinois

This position included the use of Quick books desktop software.

Libertyville

Very similar to time at Thompson Law Group, included more exposure to Quicbooks.

Master'S Degree, Accounting

Masters of Accounting Science

Bachelor Of Science (B.S.), Accounting And Economics, Alumni

Activities and Societies: Prior Treasurer of Alpha Kappa Lambda Fraternity