Jeffrey Winkleman
Managing Director, Mid Atlantic Region, Tax & Business Services at CBIZ
- Role
- Managing Director at CBIZ
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jeffrey Winkleman
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation. We are currently ranked 15th among the \"Top 25 Firms\" by Inside Public Accounting and offer the resources of more than 1,300 professionals, including more than 200 partners, in 25 offices throughout New York, New Jersey, Massachusetts, Connecticut, Rhode Island, Chicago, Nashville, Pennsylvania, California, Florida, Grand Cayman, China and Hong Kong. I have more than 30 years of accounting experience including 25 years handling complex corporate matters. I work with large multi-national companies in a broad range of industries including manufacturing, distribution and pharmaceuticals.Specialties: Areas of Expertise:Outsourced Tax Services Research & Development CreditsMergers & Acquisitions Federal Compliance and Planning Representation with Tax Authorities Estate & Personal Income Tax Planning Key Clients:Manufacturing Wholesale Distribution Real Estate Professional Services High-Net-Worth Individuals
Experience
Managing Director
Nov 2024 — Present · Philadelphia, PA, US
Education
Temple University
Master of Science, Taxation
1984 — 1987
Duke University
Bachelor of Business Administration, Accounting
1976 — 1980
Skills
- Manufacturing
- U.s. Generally Accepted Accounting Principles (Gaap)
- Fin 48
- Estate Tax Planning
- State Tax
- Tax Accounting
- Tax Research
- International Tax Consulting
- Tax Preparation
- Accounting
- Business Valuation
- Irs
- Trusts
- Tax Services
- Assurance
- Sarbanes-Oxley Act
- S Corporations
- Partnership Taxation
- High Net Worth Individuals
- Revenue Recognition
- Mergers
- Sec Filings
- Foreign Tax Credit
- Cpa
- Forensic Accounting
- Gaap
- Corporate Tax Planning
- Tax Law
- Corporate Tax
- Strategic Financial Planning
- Us Gaap
- Tax
- Real Estate
- Financial Planning
- Generally Accepted Accounting Principles (Gaap)
- International Tax
- Tax Returns
- Sarbanes-Oxley
- Mergers & Acquisitions
- Income Tax
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