Jacob Wick, CPA

Staff Accountant at Sitzberger & Company - CPAs and business advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Milwaukee, US

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Bio

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Credentials

  • Microsoft Office Specialist Excel 2013
    Microsoft
    May, 2016
    - Oct, 2024

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant
      • May 2019 - Present

    • Professional Staff
      • 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

    • United States
    • Retail
    • 1 - 100 Employee
    • Garden Associate
      • 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

    • United States
    • Accounting
    • Tax Intern
      • 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

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • GI Intern-Clerical Aide
      • 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.

Education

  • University of Wisconsin-Milwaukee
    Accounting (Minor in Economics) MSPA-Tax, Business Administration and Management, General
    2013 - 2018
  • Whitnall High School
    High School Diploma, All
    2009 - 2013

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