AeroLeads people directory · profile

Wilson Mathai Email & Phone Number

Accountant | Tax Preparer & Advisor | Finance Professional at Jackson Hewitt Tax Service Inc.
Location: Jackson, Tennessee, United States 7 work roles 3 schools
1 work email found @jacksonhewitt.com 4 phones found area 731, 732, and 260 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email w****@jacksonhewitt.com
Direct phone (731) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Accountant | Tax Preparer & Advisor | Finance Professional
Location
Jackson, Tennessee, United States

Who is Wilson Mathai? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Wilson Mathai is listed as Accountant | Tax Preparer & Advisor | Finance Professional at Jackson Hewitt Tax Service Inc., based in Jackson, Tennessee, United States. AeroLeads shows a work email signal at jacksonhewitt.com, phone signal with area code 731, 732, 260, and a matched LinkedIn profile for Wilson Mathai.

Wilson Mathai previously worked as Seasonal Tax Preparer at Jackson Hewitt Tax Service Inc. and Seasonal Tax Advisor at Merrill Lynch. Wilson Mathai holds Master Of Business Administration (M.B.A.), Management Science from Pace University.

Company email context

Email format at Jackson Hewitt Tax Service Inc.

This section adds company-level context without repeating Wilson Mathai's masked contact details.

{first}@jacksonhewitt.com
86% confidence

AeroLeads found 1 current-domain work email signal for Wilson Mathai. Compare company email patterns before reaching out.

Profile bio

About Wilson Mathai

An Accountant with strong relationship management and customer focus skills. Possesses comprehensive knowledge of accounting software and processes. Persuasive and concise; skilled at learning and applying new information in both individual contributor and cross-functional team member capacities. Proven ability to always exhibit a helpful demeanor when analyzing and resolving discrepancies. Seeking a position that will allow for progression into a Staff Accountant position with a private firm; targeting roles that will provide opportunities for professional development. Below is a sampling of the value I have to offer:*Over 15 years of seasonal experience as a tax preparer and advisor*Successfully created various initiatives that served to generate company revenue; including $3M while working for the New York City Housing Authority*Worked for Merrill Lynch to aid clients in developing individual investment portfolios. *Persuasive and concise; skilled at learning and applying new information in both individual contributor and cross-functional team member capacities*Proven ability to always exhibit a helpful demeanor when analyzing and resolving discrepancies

Listed skills include Accounting, Financial Analysis, Financial Reporting, Tax, and 36 others.

Current workplace

Wilson Mathai's current company

Company context helps verify the profile and gives searchers a useful next step.

Jackson Hewitt Tax Service Inc.
Jackson Hewitt Tax Service Inc.
Accountant | Tax Preparer & Advisor | Finance Professional
AeroLeads page
7 roles · 30 years

Wilson Mathai work experience

A career timeline built from the work history available for this profile.

Seasonal Tax Preparer

Current

Jersey City, Nj, Us

• Prepared and filed individual clients’ federal, state and local taxes during tax season while working full-time as a Staff Accountant; prepared an average of 10-15 returns and sent electronically to all relevant tax authorities• Corrected erroneous information on client tax statements and replied to inquiries from financial personnel• Researched client securities purchases and sales to determine the correct cost basis, gain and/or loss to report on tax statements

2002 - Present ~24 yrs 7 mos

Seasonal Tax Advisor

Current

New York, Ny, Us

• Prepared and filed individual clients’ federal, state and local taxes during tax season while working full-time as a Staff Accountant; prepared an average of 10-15 returns and sent electronically to all relevant tax authorities• Corrected erroneous information on client tax statements and replied to inquiries from financial personnel• Researched client securities purchases and sales to determine the correct cost basis, gain and/or loss to report on tax statements

Jan 1999 - Present

Sales Assistant/Customer Service Representative

New York, Ny, Us

• Built and enhanced client relationships while working under the direction of different financial advisors• Enrolled clients in ML Online and Roth IRA• Examined market data, monthly statements, research reports and tax statements; explained material to clients • Instructed Financial Consultants and Administrative Assistants on company product and service offerings• Trained and mentored new employees in conjunction with the tax reporting and service departments• Executed buy-or-sell orders for client securities• Solved problems for high-net-worth clients involving statement information errors; researched accounts for security transactions, deposits, checks and charge transactions

1997 - 2001 ~4 yrs

Staff Accountant

Dulin, Ward And Dewald, Inc. (Dwd Cpas & Advisors)

• Organized federal and state tax returns for business owners and individuals using UltraTax; also created complex Excel spreadsheets in order to effectively facilitate data review and analysis• Conducted small business audits with ProSystem FX and assessed financial reports for precision

2014 - 2015 ~1 yr

Staff Accountant

Fort Wayne, Indiana, Us

• Reconciled and updated clients’ QuickBooks accounts and updated their fixed assets using specialized software, Creative Solutions Fixed Assets• Investigated tax issues to reply to questions and solve filing problems; also prepared federal/state returns

2014 - 2014

Life Insurance Agent

Cincinnati, Oh, Us

• Identified opportunities and prospected leads; worked diligently to foster and maintain long-term client relationships in order to encourage repeat business• Delivered customized insurance solutions in an effort to tactfully close sales, provide quality post-sales customer service, retain clients and garner additional revenue • Sold life insurance to senior-aged clients that served as a legacy or inheritance to loved ones• Presented life insurance options to small business owners to offer to their respective staffs as a benefit option; demonstrated how Western’s services would attract a higher caliber of job applicants, as well as retain excellent current employees

2007 - 2008 ~1 yr

Accounting Analyst/Marketing Specialist

New York, Ny, Us

• Worked within the Accounting Department to conduct market research and surveys; prepared charts, graphs and related material to track and analyze trends and identify revenue-generating opportunities• Audited vendor reports under contract with NYCHA• Crafted and monitored proposals from inception to the executive review stage• Aided in an initiative that provided merchants with an opportunity to place vending machines on NYCHA properties for an annual fee; garnered $1M in annual revenue• Implemented a parking space rental initiative that placed a price on parking privileges for residents at NYCHA housing developments; resulted in the achievement of $1.5M in annual revenue• Advanced the Journal Advertising Initiative that allowed advertisement of goods and services to NYCHA residents; generated as much as $20K in revenue each month

2001 - 2007 ~6 yrs
3 education records

Wilson Mathai education

Master Of Business Administration (M.B.A.), Management Science

Pace University

Bachelor Of Science (B.S.), Accounting

Indiana Wesleyan University

Bachelor Of Arts (B.A.), English

Fairleigh Dickinson University
FAQ

Frequently asked questions about Wilson Mathai

Quick answers generated from the profile data available on this page.

What company does Wilson Mathai work for?

Wilson Mathai works for Jackson Hewitt Tax Service Inc..

What is Wilson Mathai's role at Jackson Hewitt Tax Service Inc.?

Wilson Mathai is listed as Accountant | Tax Preparer & Advisor | Finance Professional at Jackson Hewitt Tax Service Inc..

What is Wilson Mathai's email address?

AeroLeads has found 1 work email signal at @jacksonhewitt.com for Wilson Mathai at Jackson Hewitt Tax Service Inc..

What is Wilson Mathai's phone number?

AeroLeads has found 4 phone signal(s) with area code 731, 732, 260 for Wilson Mathai at Jackson Hewitt Tax Service Inc..

Where is Wilson Mathai based?

Wilson Mathai is based in Jackson, Tennessee, United States while working with Jackson Hewitt Tax Service Inc..

What companies has Wilson Mathai worked for?

Wilson Mathai has worked for Jackson Hewitt Tax Service Inc., Merrill Lynch, Dulin, Ward And Dewald, Inc. (Dwd Cpas & Advisors), Miller Cpa Group, Llc, and Western & Southern Financial Group.

How can I contact Wilson Mathai?

You can use AeroLeads to view verified contact signals for Wilson Mathai at Jackson Hewitt Tax Service Inc., including work email, phone, and LinkedIn data when available.

What schools did Wilson Mathai attend?

Wilson Mathai holds Master Of Business Administration (M.B.A.), Management Science from Pace University.

What skills is Wilson Mathai known for?

Wilson Mathai is listed with skills including Accounting, Financial Analysis, Financial Reporting, Tax, Income Tax, Financial Accounting, Tax Accounting, and Cost Accounting.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.