Jolene Mitchell, Cpa
About Jolene Mitchell, Cpa
Jolene Mitchell is an Associate Director and 990-T Tax Manager at UBS, where she has worked since 2017. She has extensive experience in tax reporting, having previously held positions at Andersen Tax, Porzio Bromberg & Newman P.C., and Wells Fargo Advisors.
Current Role at UBS
Jolene Mitchell serves as the Associate Director, Client Tax Reporting - 990-T Tax Manager at UBS. She has held this position since 2017, contributing to the firm's tax reporting strategies. Her role involves managing client tax reporting processes, specifically focusing on 990-T tax matters. This position is based in the Greater New York City Area, where she has been instrumental in enhancing tax compliance and reporting efficiency.
Previous Experience at Andersen Tax
Jolene Mitchell worked at Andersen Tax as a Senior Associate for a total of four years, split between two periods. Her first tenure lasted from 2011 to 2014, and she returned for a year from 2016 to 2017. During her time at Andersen Tax, she gained significant experience in tax consulting and compliance, which laid the foundation for her subsequent roles in tax management.
Experience as Fiduciary Tax Specialist
From 2014 to 2016, Jolene Mitchell was employed as a Fiduciary Tax Specialist at Porzio Bromberg & Newman P.C. In this role, she focused on fiduciary tax matters, providing expertise in tax compliance and reporting for trusts and estates. This position further developed her skills in specialized tax areas and client management.
Educational Background in Accounting
Jolene Mitchell holds a Master of Science (M.S.) in Accounting from Fairleigh Dickinson University, which she completed from 2010 to 2011. She also earned a Bachelor of Science (B.S.) in Accounting from the same institution, studying from 2006 to 2010. Her academic background provided her with a strong foundation in accounting principles and practices, essential for her career in tax reporting and management.
Internship Experience
Jolene Mitchell gained valuable experience through various internships early in her career. She interned at Wells Fargo Advisors from 2009 to 2011, and also held tax intern positions at WTAS in 2010 and Maersk Group from 2009 to 2011. These internships allowed her to develop practical skills in tax preparation and client service, contributing to her professional growth in the finance and tax sectors.