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Chad W. profile image

Chad W.

Tax Associate at Blackman & Sloop, CPAs, P.A.
Intro Book
Seasoned finance professional with expertise in financial analysis, tax management, and leadership.
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Location
United States, US
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Bio

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Chad W. is a seasoned finance professional with 20+ years of experience in financial analysis, tax management, and leadership roles. He has worked with top companies like Credit Suisse and ABB Inc., and has expertise in financial planning, tax preparation, and dispute resolution. He holds a Bachelor of Science in Accounting from North Carolina Wesleyan University and a Bachelor of Arts in Economics from The Ohio State University.

Experience

  • Blackman & Sloop, CPAs, P.A.
    • Tax Associate
      • Nov 2023 - Present

  • Birkholz & Company
    • Raleigh-Durham, North Carolina Area
    • Tax Manager
      • Aug 2021 - Nov 2023
      • Raleigh-Durham, North Carolina Area

      Tax preparation and planning services for small business, individuals and estates/trusts.

  • North Carolina Joint Underwriting Association and North Carolina Insurance Underwriting Association
    • Raleigh-Durham, North Carolina Area
    • Financial Analyst
      • May 2019 - Jul 2021
      • Raleigh-Durham, North Carolina Area

  • Tax Center
    • Raleigh-Durham, North Carolina Area
    • Tax Accountant
      • Jan 2019 - Apr 2019
      • Raleigh-Durham, North Carolina Area

  • Accentuate Staffing
    • Raleigh-Durham, North Carolina Area
    • Financial Analyst
      • Sep 2018 - Jan 2019
      • Raleigh-Durham, North Carolina Area

  • Tax Center
    • Raleigh-Durham, North Carolina Area
    • Tax Accountant
      • Jan 2018 - Sep 2018
      • Raleigh-Durham, North Carolina Area

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • AVP - Segment Closing & MI
      • Mar 2016 - Aug 2017

    • AVP - Expense Line Controller
      • Aug 2010 - Mar 2016

  • ABB Inc
    • Raleigh-Durham, North Carolina Area
    • Financial Analyst
      • Aug 2004 - Aug 2010
      • Raleigh-Durham, North Carolina Area

Education

  • The Ohio State University
    Bachelor of Arts - BA, Economics
  • North Carolina Wesleyan University
    Bachelor of Science - BS, Accounting

Suggested Services

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Industry Focus. “Financial Services”

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