In her position as Senior Tax Manager with Schenck, SC, Michelle Mulloy is a member of the organization’s Estate and Wealth Succession Team, specializing in the estate and trust area. She assists clients with estate and trust administration, compliance and settlement and also with income, gift and estate tax planning. Michelle joined Schenck in 1998.
Schenck is a full-service regional accounting and consulting firm. The organization has more than 600 team members who serve clients from nine locations in Wisconsin. As one of the larger CPA firms in the United States, Schenck provides a full range of services to businesses and individuals as well as government and not-for-profit organizations. These services include accounting and assurance, tax, wealth management, estate and trust planning, mergers and acquisitions, valuations, payroll services, and consulting in areas such as business strategy, business operations, human resources, and technology. Schenk’s team members have specialized knowledge in nine industries: agriculture and food processing, dealerships, government, health care, hospitality and retail, manufacturing and distribution, not-for-profit organizations, real estate and construction, and trucking and logistics.
“I love working closely with our clients and assisting them with their tax planning and compliance needs. I also enjoy working in this area as it is never boring with the ever changing tax laws. We are always learning,” said Michelle.
A graduate of UW-Eau Claire with a degree in finance and accounting, Michelle also earned her CPA and AEP (Accredited Estate Planner) designations. She and her husband, Jeff, have been married for 30 years. Jeff is the Senior VP of Credit at the Bank of Luxemburg. They have three adult children – Ashley, age 28 (a buyer for Christopher and Banks in Minneapolis), Justin, age 26 (working in the Athletic Department at Dartmouth College in New Hampshire) and Jordan, age 24 (working on his master’s in athletic administration and coaching football at UW-Whitewater). Their dog, Teddy, a Crestepoo, livens up the house now that they are empty nesters.
In her free time, Michelle enjoys biking, kayaking and snow shoeing. She will also be running her 20th half marathon in October. Along with serving as the co-chair of the Management Women HHH event, Michelle is also the silent auction co-chair on the Power of the Purse Committee. In addition, she co-chaired the Back-to-School Store collection at St. Elizabeth Seton Parish, is a member of the parish’s Dignity of Life Committee, past treasurer of the Southwest High School Booster Club and the Lombardi Middle School PTA, and past president and vice president of the Martin Luther King Elementary School Parent Communication Association. Michelle was recognized for her volunteer efforts in the “People who make a difference” feature in The Business News.
Michelle joined MW to network with other business women and to assist with her professional growth. “I have met a lot of remarkable women, and many of them have become good friends. Becoming a member has helped grow my networking circle through the monthly meetings, my involvement on the HHH committee, and attending the After Hours events. I am proud to be part of such a wonderful organization with so many amazing, ambitious women!” she said.