James Wilhelm
About James Wilhelm
James Wilhelm is a Senior Manager at Marcum LLP, where he has worked since 2020. He has a background in finance and accounting, with previous roles at PKF O'Connor Davies, LLP and Citrin Cooperman, among others.
Work at Marcum
James Wilhelm has been employed at Marcum LLP as a Senior Manager since 2020. He operates from the firm's New Haven, Connecticut office. In this role, he is responsible for overseeing various financial projects and managing client relationships. His experience in the accounting field contributes to his effectiveness in this position.
Previous Experience in Accounting
Prior to joining Marcum, James Wilhelm held several positions in the accounting industry. He served as a Commercial Tax Manager at Baker Tilly US from 2019 to 2020. Before that, he worked as a Senior Tax Accountant at Citrin Cooperman for two years, from 2013 to 2015. His career began at Michael J. Knight & Co. CPAs, where he worked as an Accountant from 2011 to 2013.
Tenure at PKF O'Connor Davies
James Wilhelm worked at PKF O'Connor Davies, LLP as a Manager from 2015 to 2019. During his four years at the Stamford, Connecticut office, he gained valuable experience in managing client accounts and providing tax-related services.
Education and Expertise
James Wilhelm earned his Bachelor's degree in Finance from Southern Connecticut State University, where he studied from 1999 to 2002. His educational background provides a solid foundation for his career in accounting and finance, enabling him to apply financial principles effectively in his professional roles.