Jacob Wedig, Cpa Email & Phone Number

Milwaukee, Wi, Us

o Lead tax compliance engagements in a client-facing setting, ensuring timely delivery and consideration of federal, state, and foreign filings; oversee, advise, and guide discussions between the firm and our clients throughout each engagement’s lifecycleo Review tax deliverables and workpapers for a wide audience of client types; experiences include: - Corporate (Consolidated & Single-Entity Forms 1120)- Passthrough (Partnership Forms 1065, S-Corp Forms 1120-S, & their respective K-1/State K-1 equivalents)o Audit interim and annual income tax provisions (under ASC 740) for large public clients across manufacturing and retail industries; review includes analyzing deferred tax roll forwards, uncertain tax positions, and valuation allowances across domestic and global companies

o Corporate tax compliance professional for Fiserv’s various legal entities within its organizational structure, preparing federal and state corporate returns in addition to filing quarterly estimated payments and extension paymentso Calculated taxable income estimate amounts for consolidated group’s ASC 740 tax provisiono Performed state apportionment analysis for the organization’s taxable legal entities and their cost centers

Greater Milwaukee Area

Financial Services Senior Tax Associate (July 2020 - September 2020)Financial Services Tax Associate (July 2018 – July 2020)Financial Services Tax Intern (January 2017 – April 2017)o Collaborate with different teams across several locations, including Minneapolis, Chicago and offshore teams, to best assist clients within the financial services industry, including private equity funds, hedge funds, real estate investment trusts, and mutual fundso Prepare book-to-tax workbooks, memos, and tax forms for both foreign and domestic entities, including Form 1120-RIC and Form 1065o Work within Microsoft Excel, GoSystem, Alteryx, and Superform, along with PwC-customized tax software to prepare useful information for clients o Reviewed and performed audit procedures for income distribution calculations of large mutual fund clients across multiple rounds, ensuring compliance under the Investment Company Act of 1940 - performing asset diversification and gross income testing to confirm qualification as a Regulated Investment Company (RIC)

Greater Madison Area

o Nominated within accounting department to teach Managerial Accounting at the Wisconsin School of Businesso Lecturer for group of 30+ students twice a week, created slides and chose topics to guide in teaching of cost allocation and management decisions in accounting field; mentored students one-on-one weekly within office hours o Helped in writing quizzes and examinations for class of 300+ students; proctored tests with other peer TAs

Madison, Wisconsin Area

Guided incoming students on course selection and requirements for admittance and success within the Wisconsin School of Business by presenting different topics through a collaborative setting of both group and one-on-one discussions

Master'S Degree, Accounting - Specialization In Tax

Bachelor Of Business Administration (B.B.A.), Accounting

Activities and Societies: UW-Madison Under A-Rest A Capella - Finance Director Beta Alpa Psi - Member