Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

G William Jordan

Ashburn

Summary

  • Seasoned professional at various firms (from Sole Practitioner to Big 8) specializing in various returns. Technologically savvy and meticulous in completing documentation according to guidelines. Quick learner with excellent communication skills and professional demeanor.

Overview

23
23
years of professional experience

Work History

Tax Preparer

Cooper & Jaskot/Venning
Myrtle Beach
09.2022 - Current
  • Assisted clients in completing tax forms accurately and efficiently.
  • Completed Individual (mostly), business and Fiduciary returns for review by return signer

Tax Director/Owner

TaxPros
Ashburn
01.2010 - 12.2020
  • Mentored junior staff on tax regulations and best practices in compliance.
  • Sole Practitioner completing tax returns for Businesses, Individuals, Fiduciaries, Non-Profits and a few transfer (Estate & Gift) tax returns.

Senior Tax Manager

Murry, Jonson, White & Associates, CPAs
Falls Church
06.2004 - 05.2009
  • Reviewed and analyzed tax returns for accuracy and completeness.
  • Managed client relationships for Businesses and high-net-worth Individuals.

Tax Manager

Deloitte Haskins + Sells, CPAs
Washington
01.2002 - 08.2006
  • Prepared and reviewed tax returns for various client entities.
  • Mentored junior staff in compliance, research and other tax duties.

Education

J.D. - Law, Mostly Taxation Law

Columbus School of Law
Washington, DC
05-2005

Bachelor of Arts - Accounting

Marshall University
Huntington, WV
12-2000

Skills

  • Tax preparation
  • Tax compliance
  • Financial reporting
  • Regulatory compliance
  • Client relationship management
  • Tax research

References

References available upon request.

Timeline

Tax Preparer

Cooper & Jaskot/Venning
09.2022 - Current

Tax Director/Owner

TaxPros
01.2010 - 12.2020

Senior Tax Manager

Murry, Jonson, White & Associates, CPAs
06.2004 - 05.2009

Tax Manager

Deloitte Haskins + Sells, CPAs
01.2002 - 08.2006

J.D. - Law, Mostly Taxation Law

Columbus School of Law

Bachelor of Arts - Accounting

Marshall University
G William Jordan