Joe Wilson Email & Phone Number
Tax Partner @ Navis Wealth Management
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Joe Wilson Location
- New York, NY, US
Joe Wilson Work
- Tax Partner @ (January 2022 - Present)
- Director @ (August 2019 - February 2022)
- Partner @ CWS CPA (December 2017 - June 2019)
- Tax Manager @ (October 2014 - December 2017)
- Tax Manager @ Venman & Co LLC (December 2013 - October 2014)
- Tax Manager @ Nanavaty, Nanavaty and Davenport (January 2010 - October 2013)
- VP of Finance @ Minnesota Biodiesel (June 2008 - June 2009)
- VP of Tax @ Silvercrest Asset Management (January 2006 - June 2008)
- Tax Supervisor @ Elliott Davis, LLC (November 2001 - September 2003)
- Tax Specialist and Staff and Intern @ EY (January 1997 - October 2001)
Joe Wilson Education
- Clemson University
Master of Professional Accountancy (Taxation)
1995-1996 - Clemson University
Bachelor of Science (Corporate Finance and Accountancy)
1988-1992
Joe Wilson Skills
- Income Tax
- Tax
- Corporate Tax
- CPA
- Tax Research
- High Net Worth Individuals
- Corporate Tax Planning
- Financial Accounting
- ProSystem fx Tax
- Estate Tax Planning
- Personal Tax Planning
- Big 4
- S Corporations
- Tax Accounting
- Partnership Taxation
- Tax Returns
- Tax Advisory
- US Tax
- Tax Preparation
- GAAP
- US GAAP
- QuickBooks
- Financial Statements
- Business Tax Planning
- Fixed Assets
- GoSystems
- Financial Planners
- IRS
- State Tax
- Tax Law
- Property Tax
- VAT
- Use Tax
- Forensic Accounting
- Accountants
- Indirect Taxation
- FAS 5
- Sales
- Financial Planning
- Accounting
Joe Wilson Summary
- Joe Wilson, based in New York, NY, US, is currently a Tax Partner at Navis Wealth Management. Joe Wilson brings experience from previous roles at Navis Wealth Management, CWS CPA, Reynolds & Rowella, LLP and Venman & Co LLC. Joe Wilson holds a 1995 - 1996 Master of Professional Accountancy in Taxation @ Clemson University. With a robust skill set that includes Income Tax, Tax, Corporate Tax, CPA, Tax Research and more. Joe Wilson has 2 emails on RocketReach.
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Top Navis Wealth Management Employees
Jason Auerbach
Managing Director
Florida, United States
Joe Wilson
Tax Partner
New York, NY, US
Brenna Sherwood
Tax Manager
New York, NY, US
Sarina Crisci
Chief Operating Officer
New York, NY, US
Riley Weis
Wealth Advisor Associate
Westwood, NJ, US
Elaine Musa
Tax Preparer
Mamaroneck, NY, US
Letizia Carlisto
Head of Advisory Operations | Wealth Advisor
New York, NY, US
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