John Villalobos, Cpa
About John Villalobos, Cpa
John Villalobos is a Senior Accountant at Wedbush Securities, specializing in federal and state tax returns for Asset Management clients. He has prior experience at Deloitte and holds a Bachelor of Science in Accounting from California State University, Northridge.
Work at Wedbush Securities
John Villalobos serves as a Senior Accountant at Wedbush Securities, a position he has held since 2020. In this role, he prepares federal and state tax returns for various Asset Management clients. His responsibilities include drafting and finalizing technical memoranda on tax issues, specifically for real estate clients. His work contributes to the firm's overall tax strategy and compliance efforts.
Education and Expertise
John Villalobos earned a Bachelor of Science (B.S.) in Accounting from California State University, Northridge, where he studied from 2011 to 2016. His educational background provides a strong foundation in accounting principles and practices, which he applies in his professional roles. He has also gained expertise in tax software, specifically Deloitte Tax software such as GoSystems and K-1 Suite.
Background
Before his current role at Wedbush Securities, John Villalobos worked at Deloitte in various capacities. He began as a Business Tax Services Intern in 2015 for two months in the Greater Los Angeles Area. He then served as a Senior Audit Associate from 2016 to 2019, where he developed his skills in audit and tax services. Additionally, he has experience working as a Cashier at Best Buy and as a Campus Ambassador for Becker Professional Education.
Achievements
During his tenure at Wedbush Securities, John Villalobos has successfully drafted and finalized a technical memorandum addressing a tax issue for a real estate client. This task highlights his ability to navigate complex tax scenarios and provide valuable insights to clients.