Team Member Profile
Jessica McWilliams is the Tax Administrator at Carlson Capital Management, providing broad administrative support to CCM’s Tax Team in delivering the firm’s integrated wealth management experience. Jessica also supports the tax return process of CCM Tax & Trust Administration, a commonly-held affiliate of CCM. Through her keen service, detail, and organizational skills, she ensures a high level of customer care by assisting clients with a positive tax return experience and with all questions associated with accessing the tax advisors.
Jessica has served in tax analyst positions around the Twin Cities for several years, honing her expertise in overseeing tax operations and processes, partnering with representatives, leading cross-functional teams, and more. Most recently, she provided internal guidance and acted as a tax operations liaison as an Operations Analyst in the Policyholder Tax division of a life insurance company.
She has completed Six Sigma Green Belt training, further building her business management and operational excellence skills.
When she is not at the office, Jessica enjoys spending time with her family, reading, hosting game nights, and music in all forms—karaoke, live concerts and cultivating her personal music collection at home.