Wiley H. Stephens
Senior Tax Advisor, Wealth Enhancement Group
- Role
- Senior Tax Advisor at Wealth Enhancement
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
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
Senior Tax Advisor
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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