Jamiel Lee, CPA, MTx
Tax Manager at Aprio- Claim this Profile
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Bio
Credentials
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Certified Public Accountant
NASBA
Experience
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Aprio
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United States
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Professional Services
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700 & Above Employee
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Tax Manager
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Set 2022 - - Kasalukuyan
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Senior Tax Associate
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Set 2019 - Set 2022
Interacting closely with clients to provide tax planning, consulting and compliance servicesWorking closely with partners on delivering innovative tax planning strategies Serving corporations, partnerships, trusts, and individuals by preparing and reviewing foreign, federal and state tax returnsCorresponding with the IRS and other taxing authorities in dealing with client issues and noticesMentoring new employees and new hires through training with various softwares (Gosystem Tax RS, CCH Axcess, Fixed Asset software, S-Tax for property returns, BNA Tax Projection, Quickbooks)
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Tax Associate
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Ene 2019 - Set 2019
Serve corporations, partnerships, trusts, and individuals including preparing foreign, federal, and state returns and tax planning Calculating extension and quarterly estimated tax payments for individuals and partnerships Correspond with the IRS and other taxing authorities in dealing with client issues and state noticesEstablish a strong communication with clients and building a good/personal relationship with clientsServe as a bookkeeper for some clients (recording daily transactions with journal entries and creating a G/L, BS, and IS in order to prepare the tax return)
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Tax Intern
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Ene 2017 - Ene 2019
Serve corporations, partnerships, trusts, and individuals including preparing foreign, federal, and state returns and tax planning
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Bookkeeper
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Abr 2016 - Ago 2016
Prepare daily credit card reconciliationAssemble and maintain the Controller’s Reconciliation BookResponsible for lessee accountingResponsible for intercompany transactions Prepare daily credit card reconciliationAssemble and maintain the Controller’s Reconciliation BookResponsible for lessee accountingResponsible for intercompany transactions
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The Ardent Companies
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United States
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Real Estate
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1 - 100 Employee
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Accounting Intern
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Dis 2015 - Ene 2016
Prepare accounting books for year-end review Prepare accounting books for year-end review
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Rollins, Inc.
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United States
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Consumer Services
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700 & Above Employee
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Treasury/Accounts Payable Intern
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May 2015 - Hul 2015
Daily Cash Positioning and ForecastingAccount AnalysisOrganize and stamp mail for accounts payableProcess invoices for payment and issue stop payments Daily Cash Positioning and ForecastingAccount AnalysisOrganize and stamp mail for accounts payableProcess invoices for payment and issue stop payments
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Education
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Georgia State University - J. Mack Robinson College of Business
Master's degree, Taxation -
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Accounting