Jim Wen

Senior Tax Manager @RSM US LLP

San Francisco, CA, US
EMAILS
j••••••@rsmus.com
MOBILE NUMBERS
+17•••••••69

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WORK HISTORY

Aug 2024 — Present

Senior Tax Manager @RSM US LLP

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San Francisco, CA, US

EDUCATION

2011 — 2012

Gies College of Business - University of Illinois Urbana-Champaign

Master of Science, Accounting

2005 — 2009

University of Illinois Urbana-Champaign

Bachelor of Art, Economics

SKILLS

Tax IncentivesCost SegregationExcelTax AccountingFixed AssetsCustomer ServiceMicrosoft OfficeMs Office SuiteAccountingMicrosoft ExcelPowerpointNonprofitsIncome TaxRepair RegulationTax ComplianceComputer HardwareData AnalysisTaxR%26d Tax CreditsTax PreparationR&D Tax CreditTax ReturnsCorporate TaxFin 48Partnership TaxationGosystemsTax ResearchManagementCustomer RelationsFluent in Mandarin ChineseAccountantsProcess ImprovementPayrollQuickbooksFinanceCpa

ABOUT JIM WEN

Experience overviewJim is a Senior Tax Manager/Director in the Tax Credits, Incentives, and Methods practice at at RSM LLP. He has over 12 years of experience in public accounting servicing both private and public companies. He started in public accounting working on a variety of projects for Federal Tax Compliance and State and Local Tax (SALT) for 2 years before dedicating full-time to specialized federal incentive tax projects, including Cost Segregation, Tangible Property Regulations, Fixed Asset Depreciation and R&D Tax Credit studies. Jim currently focuses primarily on helping clients with complex R&D Tax Credit studies. Industry experienceJim’s service experience has included working with many industries including healthcare, hospitality, manufacturing, energy utilities and technology. He has experience in a variety of tax projects including cost segregation, repairs and maintenance projects, fixed asset depreciation and R&D credit studies. Jim also has experience in doing large corporate and partnership tax compliance projects.Education & professional memberships Jim is a graduate of the University of Illinois at Urbana-Champaign with a BS in Economics and a Master of Accountancy. He is a member of the AICPA.

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