Experience

Hauser Jones & Sas

• Tax Senior



Hauser Jones & Sas

• United States
• Accounting
• 1 - 100 Employee

• Tax Associate

  • Feb 2022 - Present



CLA (CliftonLarsonAllen)

• Accounting
• 700 & Above Employee

• Tax Associate

  • Sep 2017 - Nov 2019

  85%-Prepared and reviewed tax returns, including: 709, 990, 1040, 1040NR, 1041, 1065, 1120S, 1120 -Managed tax projects and client relationships, from engagement beginning through the delivery of the tax return, identifying and addressing client needs while communicating with all employee levels of the team throughout the process-Prepared adjusting journal entries and tax journal entries-Continuously identified and developed process improvements to increase process efficiencies-Assisted in tax planning services for clients, including estimated tax calculations-Nominated and elected to Young Advisory Council, responsible for gathering and feedback to Young Executive Team and firm’s leadership team, while also maintaining leadership presence for young professionals in the office-Interviewed potential candidates formally on campus, and informally in social settings. Responsible for recruiting and providing recommendations on potential new hires, including several candidates that were hired full-time-Developed and trained new associates and interns in both group presentations and individually-Industry Focus: Technology, Maritime, Manufacturing & Distribution Show less

• Audit Associate

  • Sep 2017 - Nov 2019

  15%-Prepared financial statements and related notes in accordance with GAAP-Assessed risk and evaluated internal controls and segregation of duties-Performed substantive and analytical procedures in response to audit risk in accordance with U.S. GAAS-Performed data analytics and managed large volumes of data to render useful audit information-Designed and implemented substantive analytical procedures and investigated outlying resultsIndustry Focus: Manufacturing & Distribution, Non-Profit Show less

• Tax intern

  • Jan 2017 - Sep 2017



Whitworth University

• United States
• Higher Education
• 500 - 600 Employee

• Analyst

  • Sep 2013 - Dec 2016

  -Helped manage $100,000 of Whitworth University’s endowment-Inception to date fund performance is 28.24% excluding cash drag. The S&P 500 returned 23.61% over the same period-Participated in the research of potential investments that aimed to enhance the overall performance of our portfolio-Presented Whiting Petroleum Corporation as an investment opportunity, group invested $5800, which resulted in a 31% realized gain. This is the 2nd largest realized gain in the history of the investment group-Completed analyst training program which included studying financial markets, financial statements, and valuation methods Show less

• President

  • Sep 2015 - May 2016

  -Led, prepared, and facilitated weekly meetings and presentations to the Business Club-Presented my budget for the club expenses and was awarded $800 by ASWU; an increase of 33% from the prior year-Helped direct solutions for solving weekly logistical challenges-Learned how to communicate effectively with a diverse group of people and personality types-Provided forum for guest speakers from the business community -Examples of companies that presented: Microsoft, Amazon, Nike, Starbucks, Boeing-Led recruiting efforts for attracting new members Show less



Glendale Country Club

• United States
• Spectator Sports
• 1 - 100 Employee

• Proshop Staff

  • Jun 2013 - Aug 2016

  -Satisfied the needs and questions of over 600 members in a highly customer-oriented, fast-paced environment -Developed skills for making quick decisions that solved daily challenges to benefit members -Responsible for training new staff -Sustained a close-knit culture between members and employees -Satisfied the needs and questions of over 600 members in a highly customer-oriented, fast-paced environment -Developed skills for making quick decisions that solved daily challenges to benefit members -Responsible for training new staff -Sustained a close-knit culture between members and employees



Whitworth University Business Club

• Spokane, Washington Area

• Treasurer

  • Sep 2014 - May 2015

  -Forecasted the annual expenses for the Business Club, while budgeting ways to most efficiently allocate our money -Managed all accounts receivable and accounts payable -Forecasted the annual expenses for the Business Club, while budgeting ways to most efficiently allocate our money -Managed all accounts receivable and accounts payable