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Jake Moertl

@jakemoertl

Message

I review tax filings and guide clients through complex tax matters.

United States

Message

At Greenleaf Trust, I review 1099, 5498, and 1041 filings, respond to tax notices, and support Wealth Management Advisors with tax questions and calculations.

Previously at BDO USA, I managed Core Tax Service engagement processes and reviewed corporate, partnership, individual, and trust tax returns for filing.

I'm a CPA with a BS in Accounting from Western Michigan University, experienced in bookkeeping, trial balances, budgeting, and leading interns through their internship experience.

Experience

Work history, roles, and key accomplishments

Current

Tax Specialist

Current

Greenleaf Trust

May 2025 - Present (1 year 4 months)

Primary reviewer of 1099, 5498, and 1041 tax filings for Greenleaf Trust Accounts and client Tax Notices received from various state authorities and IRS. Communicate with CPAs for clients tax filings, tax information, and tax questions about Greenleaf Trust Accounts. Serve as a resource to Wealth Management Advisors on tax related questions and calculations.

Tax Review 1099 5498 Form 1041 Tax Notices CPA Communication Wealth Management Support

Experienced Tax Associate

BDO USA

Jan 2023 - May 2025 (2 years 4 months)

Managed Core Tax Service teams engagement process and interaction with clients via email, Teams, and in person to discuss tax matters and request client information. Reviewed and processed the filing of Corporate, Partnership, Individual, and Trust Tax Returns. Served as Intern Committee member leading a group of interns during their internship process serving as mentor, advocate, and teacher as w

Tax Preparation Tax Review Client Communication Microsoft Teams Mentorship

Education

Degrees, certifications, and relevant coursework

Western Michigan University

Bachelor of Science, Accounting

Activities and societies: Four year member of Division 1 Football Team with multiple semesters as Academic Honor Roll Member.

Bachelor of Science in Accounting from Western Michigan University, graduated in April 2022. Four-year member of the Division 1 Football Team with multiple semesters on the Academic Honor Roll.