Caleb Wilson

Experience

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  LattaHarris, LLP

  Jan 2009 - Apr 2009

  Tax Intern

  • Prepared tax returns for 20-30 clients weekly • Networked with the partner and associates to resolve tax issues for clients of the firm

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  Deloitte

  Jan 2010 - Apr 2010

  Tax Intern

  • Learned to proficiently use Corptax, GoSystems and Prosystems accounting software• Prepared 40-50 tax returns of varying complexity • Researched difficult tax subjects with CCH, master tax guides and depreciation guides• Enhanced understanding of the finances and operations of manufacturing & real estate companies• Gained experience and knowledge in taxation of corporations, partnerships, S-corporations, individuals, small businesses, gift tax, and foundations

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  Rockwell Collins

  May 2010 - Dec 2010

  Accounting Intern

  • Lead a team in converting a complex paper tracking system into an efficient electronic format• Designed and implemented an inventory tracking database with the potential of saving >$1 million annually for my department • Researched potential cost savings through process efficiencies and presented my findings to first hand users, analysts, and management• Interviewed staff from various positions to discover problems in the inventory control system• Presented the business need behind my solution to an executive management group• Assisted in the hiring process of two professionals• Trained the inventory controls group to use the new inventory tracking system Show less

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  Britt Wilson Photography

  Jan 2011 - May 2019

  Photographer & Business Manager

  I work with my wife, Britt, in running her photography business. We photograph weddings, families, events, senior photos, and children together.

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  Deloitte

  Jan 2011 - Nov 2011

  Tax Consultant II

  • Exceeded client expectations daily through prompt and accurate responses to inquiries, as well as providing an exceptional work product• Managed multiple complex projects at one time while facilitating clear team communications and meeting deadlines • Improved skills in Prosystems, Gosystems, and Vertex tax softwares• Optimized complex multi-state tax calculations • Created an e-file template for my office to improve the process of e-filing individuals• Handled communications and notice responses for 5 major firm clients• Reviewed and corrected inputs for 7 state tax returns for a Fortune 500 Corporation• Networked and recruited at University campus events Show less

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  Reliant Long Term Care

  Nov 2011 - May 2016

  CFO & Treasurer

  • Responsible for addressing, overseeing, and managing all accounting and finance related issues including: accounts receivable, accounts payable, financial accounting, payroll, budgeting, capital management, supply chain management, and HR/personnel management• Develop and implement new business strategies with owners• Lead a team that prepares 1,100+ customer billings per month• Utilized extensive entity knowledge to create an efficient long term structure upon company consolidation • Preparation & review of monthly financials for multiple entities• Presentation of quarterly financials to board of directors• Responsible for purchasing oversight and cost savings recommendations• Train staff on billing and bookkeeping procedures• Manage federal & state tax compliance including 401(k) compliance• Prepare bi-weekly payroll for 50+ employees• Manage the recruiting/hiring/onboarding process for new employees• Negotiate third party and customer contracts• Coordinate with a marketing team in developing a complex marketing strategy • Work directly with owners in new business creation & strategy development • Gained extensive experience in mergers, acquisitions & divestitures • Manage marketing projects including: new brand development, marketing video production, website, signage, collateral • Create compliance strategy and prepare annual reports• Direct IT team through company consolidation, virtual server environment implementation, and a physical location change Show less

• 

  SouthGate Companies

  May 2016 - now

  Oversees Accounting, Finance, IT, & assists in HR oversight:• Monthly and annual financial statement preparation and analysis• Review and approve weekly cash liquidity report• Consolidates financial statements• Annual cash flow forecasts and other forecasts and projections on request• Annual financial review preparation• Sales tax review and approval• Manage the accuracy and productivity of all accounting functions• Manage credit and collections and A/P• Facilitate all company bank relations• Works closely with accounting firm• Provides financial analysis to CEO and division directors to assess potential investment opportunities• Annual Cash Flow Projections and new project projections• Assist with team to develop capital improvement priorities• Internal controls development and implementation• Supports the management team and various project teams by contributing to and providing financial analyses, modeling and recommendations to support evaluation of different business options• Supports efforts to improve, profit and competitive position• Work closely with CEO, management, and board of directors on various projects/analysis Show less

  • President - SouthGate Investment Properties

    Dec 2021 - now

  • Chief Financial Officer

    May 2016 - Dec 2021