Manager Profile: Marjorie Wilson

Marjorie Wilson is a Senior Tax Manager who works in WNDE’s Carlsbad office.  Her primary areas of practice are providing tax planning, consulting and compliance to Closely-Held businesses and the owners as well as high net worth individuals and nonprofit organizations.  She also has had extensive experience in foreign activities reporting for U.S. taxpayers and multi-state tax reporting.
Marjorie graduated from San Diego State with a B.S. in Finance.  She worked in mortgage banking for 10 years before switching to the accounting field.  She earned her CPA designation in 2002 after taking some time off to raise her children.  She is a member of CalCPA and AICPA.
She joined the WNDE team in 2006.  She is a member of the firm’s Leadership Committee and has implemented a mentor program in the Carlsbad office.  In 2015, she was nominated for CalCPA’s Emerging Leaders Award, defining her as a professional who has made significant contributions to her peers and community by demonstrating strong leadership characteristics through the creation and implementation of unique initiatives and involvement.
She said, “I enjoy my work with WNDE, but what I like best are the people—from clients to coworkers to other professionals.  What’s most rewarding is helping someone solve a problem or encouraging them to reach their goal.”
Marjorie is married to husband Danny and has three sons.  She enjoys golf, running and going to the beach.  She has been active on her local PTA Board, volunteers for the Carlsbad Education Foundation and is an active participant in the Boys & Girls Clubs of Carlsbad.  She has taken part in everything from helping in fundraising to organizing events and addressing accounting concerns.