Stephen Wilhelm Email & Phone Number

Charleston, South Carolina, United States

Jacksonville, Florida, United States

Jacksonville, Florida, United States

• Manage team of tax professionals in meeting client’s individual and business tax compliance and planning needs primarily in the areas of individual and business income tax at both the federal and state levels; ancillary work on tax matters touching on indirect taxes, property taxes, self-employment 1099 reporting, and business payroll and unemployment taxes.• Research applicable federal and state statutes and regulations e.g., Internal Revenue Code and Treasury regulations, to determine a wide range of taxability issues for personal and business income and provide analysis and solutions to clients.• Perform balance and compliance checks to determine client’s status at federal and state levels.• Determine appropriate tax plan to rectify any prior or ongoing issues and to ensure full compliance and tax savings going forward.• Negotiate tax resolution with Internal Revenue Service and with corresponding states department of revenue or similar state agency in resolving tax liability and obligations for clients.• Conduct additional tax and business law research and analysis for ancillary matters in resolving tax compliance issues and providing a reasonable tax plan for maintaining an ideal tax situation as permitted by the circumstances.

Fort Myers, Florida, United States

• Mange team of tax analyst, senior tax analyst, and tax support specialist to ensure the providing of excellent professional tax services to corporate clients and the rapid expansion of those services• Train new tax analysts in areas of tax research and analysis in order to provide through tax guidance and planning to clients in areas of income, franchise, commercial activity, sales and use, and property taxes• Implementing new projects including quality management services to ensure tax department processes and client work procedures are accurate and up-to-date to reflect the evolving tax landscape and changes in client business operations• Overseeing international property tax review and appeals in Canada and reverse audits in multiple U.S. states, which is saving clients hundreds of thousands of dollars.• Provide business licensing oversight for clients including manufacturer, distributor, and dealer licensing including expansion effort into additional states and U.S. territories.• Deliver tax guidance and tax planning consulting reports that identify areas for increasing compliance and savings while minimizing liabilities and reducing costs.• Establish new services and departmental system to help clients with operational issues relates to pandemic such as vendor payments and receivable checks for deposit to the tune of millions of dollars processed as well as additional tax software in conjunction with internal IT department.

Fort Myers, Florida

• Provide support to corporate clients in the following areas: sales and use tax, income and franchise tax, real and personal property tax, excise and other miscellaneous taxes, audits, and other related tax compliance and consulting functions.• Perform tax research for US and foreign consultation projects; analyzing federal, state, and local statutes, regulations, court opinions, etc. to ensure clients maintain compliance with the applicable tax laws for issues such as tax collection responsibility, classification of goods and services, and property assessment appeals• Ensure that appropriate tax is paid by consistent review and evaluation of all data; reconcile the sales register, asset lists, use tax reports, bank accounts, and tax accounts as assigned; and provide tax accruals and journal entries as required.• Respond to jurisdictional inquiries and requests; file licenses, permits, estimated payments, miscellaneous and annual reports as required; and manage refund claims, customer tax credits, and issuance of exemption certificates; provide appeals, protests, and audit management.

Roanoke, Virginia Area

• After conducting due diligence research of the issues, drafted, reviewed, and edited: facilities construction agreements, large industrial service agreements, asset purchase agreement, secured loan agreements, and NDAs. • Also performed legal work regarding: worker compensation bonds, subsidence, accord and satisfaction, liquidated damages, escrow payments, board meetings and resolutions therefrom, and litigation.

Montgomery, Alabama Area

• For the Opinions Division, researched legal questions submitted by public officials and agencies across the state and drafted opinions based on extensive legal research to a vast range of questions from annexation to the Open Meetings Act (sunshine laws). • For the Constitutional Defense Division, researched and drafted memoranda on trial-level litigation challenges to the legality of the State’s constitution and statutes and worked on complex civil litigation challenges especially focusing on Alabama’s photo ID requirement as it pertains to the Voting Rights Act.

Montgomery, Alabama Area

• Performed legal research and writing during all phases of the appeal process; compiled statutes, case law, and citations to laws and decisions necessary for determining legal issues; wrote legal memorandums summarizing relevant facts and law including recommending proposed dispositions especially on a case involving the constitutionality of how several hundred laws were passed by the Alabama legislature; conducted historical, legal research on Judge Henry E. Davies, former judge of the New York Court of Appeals and New York Supreme Court for his commitment to the welfare and prosperity of his adoptive home of New York City.

Knoxville, Tennessee

• Conducted legal research, and prepared bench memoranda and drafted judicial opinions on a variety of civil and criminal cases. Observed and assisted in courtroom proceedings and pretrial conferences.

Greater Nashville Area, Tn

• Tracked sales, profitability, and trends for company’s commodities trading. Managed company’s physical and online networks and built new websites utilizing proper SEO tactics. Managed accounting of all financial transactions through Quickbooks.

Greater Nashville Area, Tn

• Delivered summons, notifications, and other relevant documents to defendants. Utilized multiple research methods to locate defendant in a timely manner.

Columbus, Ohio Area

• Established an online inventory of the company’s 10,000 plus titles of books. Managed records for all business activities and all aspects of the company’s website with an active social media. Oversaw warehouse inventory and its workers.

Columbus, Ohio Area

Llm, Tax Law/Taxation

Doctor Of Law (Jd), Business, Law And Technology

Activities and Societies: Federalist Society Military Law Society Criminal Justice Society Environmental Law Society

Bachelor Of Arts (B.A.), Liberal Studies In Law, Business & Nonprofits

Activities and Societies: Alpha Signma Lambda National Honor Society