Wiley H. Stephens

Senior Tax Advisor, Wealth Enhancement Group

Role
Senior Tax Advisor at Wealth Enhancement
Location
Charleston, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Wiley H. Stephens

Qualified professional with 20 years of experience (8 years finance, 12 years tax), solid educational background [(1) MS Taxation (anticipated completion April 2025),(2) MBA (finance),(3) BBA (finance)], Enrolled Agent license (Treasury Department), and Lean Six Sigma Greenbelt completion. Established record of leadership, responsibility, and ambition ranging from the start-up of a successful small business to managing a finance team in a fast-paced Fortune 100 global conglomerate corporation. Extensive experience working with teams and collaborating between senior leadership across multiple business sectors. Independently driven with a proven ability to see projects done accurately and to completion. Strong attention to analytical detail.

Experience

  1. Senior Tax Advisor

    Wealth Enhancement

    Jan 2025 — Present

Education

  • Golden Gate University

    Masters, Taxation

  • Georgia State University - J. Mack Robinson College of Business

    MBA, Finance

    2002 — 2004

  • University of Georgia - Terry College of Business

    Bachelor's degree, Finance, General

    1996 — 2000

Skills

  • Risk Management
  • Cost Accounting
  • Microsoft Excel
  • Finance
  • Financial Reporting
  • Financial Analysis
  • Accounting
  • Tax Advisory
  • Strategic Planning
  • Strategic Financial Planning
  • Variance Analysis
  • Income Tax
  • Microsoft Office
  • Financial Modeling
  • Tax Preparation
  • Budget
  • Tax Dispute Resolution
  • Forecasting
  • Managerial Finance

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Wiley H. Stephens — Senior Tax Advisor at Wealth Enhancement in Charleston, SC, US | Unifers