Kimberlee Lipson Wilson

Managing Director, Private Client Services - Tax @EY

Englewood, OH, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2008 — Present

Managing Director, Private Client Services - Tax @EY

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Kim is a leader in EY\'s Private Client Services practice serving domestic and multinational middle market businesses, their owners and senior executives. Kim also serves high wealth families and the investment structures thru which they invest. Kim connects with EY specialists to proactively identify client issues as well as provide oversight to the annual compliance processes. Her depth of experience allows her to ask probing questions to her team on behalf of her clients while connecting with her clients in a non-tax technical way.

EDUCATION

1979 — 1983

Xavier University

BSBA, Accounting

SKILLS

Family Owned BusinessesPartnership TaxationManagementGaapFinancial AnalysisTax ResearchMergers & AcquisitionsTax AccountingTaxIncome TaxTax PreparationCorporate TaxIndividual Taxes of Business OwnersUs GaapSec FilingsInternational TaxAuditingAccountingCpaFinancial ReportingSarbanes-Oxley ActInternal Controls

ABOUT KIMBERLEE LIPSON WILSON

Managing Director, Private Client Services at EY

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Kimberlee Lipson Wilson — Managing Director, Private Client Services - Tax at EY in Englewood, OH, US | Unifers