Jean Wicks is a partner in Baker Tilly’s private wealth practice. Jean has been with Baker Tilly for more than 30 years, working with individuals, executives and families with multigenerational wealth and family offices. Jean is a valued advisor to her clients, many of whom she has worked with for more than 30 years.
- Specializes in providing tax services to individuals including executive compensation and stock option analysis, family businesses and investments
- Provides tax, cash flow, estate planning and compliance for corporate executives and multiple generations of families
- Advises and coordinates implementation of wealth preservation techniques with client’s advisory team
- Extensive experience in working with partnership taxation, especially for investments and professional services
- American Institute of Certified Public Accountants (AICPA)
- Minnesota Society of Certified Public Accountants (MNCPA)
- Twin Cities Business Monthly’s Super CPAs in the state of Minnesota
- Finance and Commerce’s Top Women in Finance (2017)
Location
Minneapolis, MN
Education
Bachelor of Science in accounting
University of Minnesota