Jacob Wick, CPA
Staff Accountant at Sitzberger & Company - CPAs and business advisors- Claim this Profile
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Bio
Credentials
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Microsoft Office Specialist Excel 2013
MicrosoftMay, 2016- Oct, 2024
Experience
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Sitzberger & Company
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United States
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Accounting
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1 - 100 Employee
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Staff Accountant
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May 2019 - Present
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Professional Staff
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May 2017 - Apr 2019
Completed over 500 individual, trust, partnership, and corporate tax returns in a 2-year span Completed amended returns and extended returns Performed checking account tracking and trust fund tracking Scanned and organized documents efficiently following specific protocol Worked on tax projections for various client Completed over 500 individual, trust, partnership, and corporate tax returns in a 2-year span Completed amended returns and extended returns Performed checking account tracking and trust fund tracking Scanned and organized documents efficiently following specific protocol Worked on tax projections for various client
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Stein's Garden & Home
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United States
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Retail
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1 - 100 Employee
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Garden Associate
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Nov 2013 - May 2017
Stocked products efficiently Participated in cleaning projects to bolster cleanliness of storeWorked in team projects with other employeesProvided friendly customer service in a fast-paced environment Stocked products efficiently Participated in cleaning projects to bolster cleanliness of storeWorked in team projects with other employeesProvided friendly customer service in a fast-paced environment
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JAMES L. MOHR & ASSOCIATES LLP
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United States
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Accounting
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Tax Intern
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Jan 2017 - Apr 2017
Prepared over 200 tax returns during tax season Prepared returns efficiently with attention to detail Did additional projects during tax season such as checking account tracking Used Excel Spreadsheets to provide detail for returns Utilized Adobe PDF and Microsoft Office functions Prepared over 200 tax returns during tax season Prepared returns efficiently with attention to detail Did additional projects during tax season such as checking account tracking Used Excel Spreadsheets to provide detail for returns Utilized Adobe PDF and Microsoft Office functions
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Children's Wisconsin
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United States
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Hospitals and Health Care
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700 & Above Employee
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GI Intern-Clerical Aide
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Jun 2011 - Jul 2011
Advanced computerization of record-keeping system by purging medical files. Assisted in cleaning out space for future conference room in GI Office. Collected and delivered daily mail to office. Organized mail in GI Office following specific protocol. Advanced computerization of record-keeping system by purging medical files. Assisted in cleaning out space for future conference room in GI Office. Collected and delivered daily mail to office. Organized mail in GI Office following specific protocol.
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Education
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University of Wisconsin-Milwaukee
Accounting (Minor in Economics) MSPA-Tax, Business Administration and Management, General -
Whitnall High School
High School Diploma, All