Tax Senior

• Jun 2021 - Present

Tax Associate

• Oct 2019 - Jun 2021

Tax Intern

• Jan 2019 - Apr 2019

o Prepared 112 individual tax returns and 63 trust tax returns varying from low to medium complexity o Utilized CCH Axcess Tax and CCH ProSystem fx Scan to prepare tax returns o Researched client issues by using the US Master Tax Guide and Reuters Checkpoint o Communicated client complications with both managers and partners o Assisted fellow co-workers by applying tax knowledge to solve client problems o Prepared 112 individual tax returns and 63 trust tax returns varying from low to medium complexity o Utilized CCH Axcess Tax and CCH ProSystem fx Scan to prepare tax returns o Researched client issues by using the US Master Tax Guide and Reuters Checkpoint o Communicated client complications with both managers and partners o Assisted fellow co-workers by applying tax knowledge to solve client problems

Audit Intern

• May 2018 - Aug 2018

o Assigned to multiple teams of auditors that worked on pension plans, employee retirement plans, and not-for-profits o Examined client controls over various assets and liabilities held by the company o Utilized IDEA data analysis tool to perform testing and analytical procedures of various assets and liabilities o Prepared audit workpapers in compliance with GAAP o Requested more information with third-party administrators and various executives o Assigned to multiple teams of auditors that worked on pension plans, employee retirement plans, and not-for-profits o Examined client controls over various assets and liabilities held by the company o Utilized IDEA data analysis tool to perform testing and analytical procedures of various assets and liabilities o Prepared audit workpapers in compliance with GAAP o Requested more information with third-party administrators and various executives

Audit Intern

• May 2017 - Aug 2017

o Assigned on a team of auditors, tested internal controls of businesses and municipalities o Communicated with clients about concerns regarding financial statements and internal practices o Generated trial balances and earning reports using Creative Solutions Accounting system o Designed spreadsheets in Excel that were used to calculate various audit figures o Assigned on a team of auditors, tested internal controls of businesses and municipalities o Communicated with clients about concerns regarding financial statements and internal practices o Generated trial balances and earning reports using Creative Solutions Accounting system o Designed spreadsheets in Excel that were used to calculate various audit figures

Audit Intern

• May 2016 - Aug 2016

o Assigned on a team of auditors, tested internal controls of businesses and municipalities o Communicated with clients about concerns regarding financial statements and internal practices o Generated trial balances and earning reports using Creative Solutions Accounting system o Designed spreadsheets in Excel that were used to calculate various audit figures o Assigned on a team of auditors, tested internal controls of businesses and municipalities o Communicated with clients about concerns regarding financial statements and internal practices o Generated trial balances and earning reports using Creative Solutions Accounting system o Designed spreadsheets in Excel that were used to calculate various audit figures

Sales Associate

• Aug 2015 - May 2016

o Cultivated personal skills through helping customers locate merchandise and purchase o Ensured quantity and quality of inventory through stocking shelves with merchandise o Cultivated personal skills through helping customers locate merchandise and purchase o Ensured quantity and quality of inventory through stocking shelves with merchandise