Jill Wheatley, Cpa, Mba

Jill Wheatley, Cpa, Mba Email and Phone Number

Omaha, NE, US
Jill Wheatley, Cpa, Mba's Location
Omaha Metropolitan Area, United States, United States
Jill Wheatley, Cpa, Mba's Contact Details

Jill Wheatley, Cpa, Mba work email

Jill Wheatley, Cpa, Mba personal email

n/a
About Jill Wheatley, Cpa, Mba

I am a self-motivated young professional. I approach daily tasks and responsibilities with great enthusiasm and a positive attitude. I am able to adapt to challenging situations as well as complete team and individual projects. My work experiences have allowed me to demonstrate my abilities which heavily rely upon my strong communication skills. I have a motivated work ethic with an enthusiastic personality and positive outlook.

Jill Wheatley, Cpa, Mba's Current Company Details
Katz Cassidy Accountancy Corporation

Katz Cassidy Accountancy Corporation

View
Tax Manager
Omaha, NE, US
Website:
katzcassidy.com
Employees:
4
Jill Wheatley, Cpa, Mba Work Experience Details
  • Katz Cassidy Accountancy Corporation
    Tax Manager
    Katz Cassidy Accountancy Corporation
    Omaha, Ne, Us
  • Katz Cassidy Accountancy Corporation
    Tax Manager
    Katz Cassidy Accountancy Corporation Jul 2024 - Present
    Los Angeles, California, Us
  • Katz Cassidy Accountancy Corporation
    Tax Accountant
    Katz Cassidy Accountancy Corporation Nov 2021 - Jul 2024
    Los Angeles, California, Us
  • Bergankdv
    Tax Supervisor
    Bergankdv Aug 2021 - Oct 2021
    Overland Park, Kansas, Us
  • Bergankdv
    Tax Senior
    Bergankdv Jul 2019 - Aug 2021
    Overland Park, Kansas, Us
  • Bergankdv
    Staff Accountant
    Bergankdv Nov 2018 - Jul 2019
    Overland Park, Kansas, Us
  • Hsmc Orizon Llc
    Associate
    Hsmc Orizon Llc Aug 2017 - Oct 2018
  • Bkd Cpas & Advisors
    Tax & Audit Intern
    Bkd Cpas & Advisors Jan 2017 - Apr 2017
    Springfield, Missouri, Us
    Performed audit tests for sections such as cash, accounts payable, expenses, and investments. Interacted closely with audit clients. Prepared numerous individual tax returns.
  • Northwest Missouri State University
    Graduate Assistant
    Northwest Missouri State University Aug 2015 - Dec 2016
    Maryville, Mo, Us
    Graded exams, quizzes, and threaded discussions for professors. Proctored exams and quizzes every week. Assisted professors with any other tasks they may need. Helped with a research study conducted by two professors, and compiled all of the data for them to analyze.
  • Tarkio Golf Club
    Clubhouse Manager
    Tarkio Golf Club May 2015 - Aug 2015
    Created the monthly schedule for myself and 3-4 other employees. Handled the ordering of supplies and concessions. Organized and ran a new men's golf league every Thursday night. Managed tournaments hosted by the course.
  • Northwest Missouri State University
    Gift Processor
    Northwest Missouri State University Aug 2013 - May 2015
    Maryville, Mo, Us
    Coded gifts received by the University to the correct account. Found correct donor in the system and ensured they were credited with donation. Added new donors to the system. Mailed out tax receipts to donors each day.
  • Ed Salmond, Cpa
    Secretary
    Ed Salmond, Cpa Jan 2013 - Apr 2015
    Maintained confidentiality for all clients.Answered telephone and directed clients to appropriate person.Compared numbers to be sure nothing was transposed.Entered tax information into program on computer.Filed client information into appropriate areas.
  • Shopko
    Salesfloor Teammate
    Shopko May 2012 - Aug 2012
    Prepared the new planograms for products.Unloaded the pallets from the delivery trucks.Stocked the shelves with new product.Assisted customers with finding products.Organized the back room.
  • Hy-Vee
    Cashier/Stocker
    Hy-Vee Jan 2011 - Aug 2011
    Operated the cash register and handled transactions.Carried groceries out to vehicles for customers.Checked to be sure all the shelves were full and were faced properly.
  • Dairy Diner
    Waitress
    Dairy Diner Apr 2008 - Aug 2011
    Waited on customers.Prepared ice cream orders.Calculated the total price for meals.Handled the money for each transaction.

Jill Wheatley, Cpa, Mba Skills

Accounting Microsoft Excel Customer Service Time Management Payroll Accounts Payable Communication Goal Oriented Tax Preparation Motivation Payroll Taxes Partnership Taxation Personal Income Tax Returns

Jill Wheatley, Cpa, Mba Education Details

  • Northwest Missouri State University
    Northwest Missouri State University
    Master Of Business Administration (M.B.A.)
  • Northwest Missouri State University
    Northwest Missouri State University
    Public & Private Accounting

Frequently Asked Questions about Jill Wheatley, Cpa, Mba

What company does Jill Wheatley, Cpa, Mba work for?

Jill Wheatley, Cpa, Mba works for Katz Cassidy Accountancy Corporation

What is Jill Wheatley, Cpa, Mba's role at the current company?

Jill Wheatley, Cpa, Mba's current role is Tax Manager.

What is Jill Wheatley, Cpa, Mba's email address?

Jill Wheatley, Cpa, Mba's email address is ji****@****kdv.com

What schools did Jill Wheatley, Cpa, Mba attend?

Jill Wheatley, Cpa, Mba attended Northwest Missouri State University, Northwest Missouri State University.

What skills is Jill Wheatley, Cpa, Mba known for?

Jill Wheatley, Cpa, Mba has skills like Accounting, Microsoft Excel, Customer Service, Time Management, Payroll, Accounts Payable, Communication, Goal Oriented, Tax Preparation, Motivation, Payroll Taxes, Partnership Taxation.

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