Experience

Cassady Schiller CPAs & Advisors

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • Jul 2021 - Present

• Tax Associate

  • Aug 2019 - Jun 2021



Cassady Schiller CPAs & Advisors

• United States
• Accounting
• 1 - 100 Employee

• Tax and Audit Intern

  • Jan 2018 - Apr 2019

  - Assisted in audits and reviews of private companies in the Cincinnati Area - Prepared individual tax returns for clients - Assisted in audits and reviews of private companies in the Cincinnati Area - Prepared individual tax returns for clients



Goering Center for Family and Private Business

• United States
• Education Administration Programs
• 1 - 100 Employee

• Student Intern

  • May 2018 - Aug 2018

  -Coordinate and prepare materials for Goering Center members to ensure that institutes, courses, and events are impactful and successful -Aid Assistant Director with numerous projects, including the annual Family and Private Business Awards -Update Act! CRM database, to organize and optimize member relations -Coordinate and prepare materials for Goering Center members to ensure that institutes, courses, and events are impactful and successful -Aid Assistant Director with numerous projects, including the annual Family and Private Business Awards -Update Act! CRM database, to organize and optimize member relations



Council on Aging (COA)

• United States
• Individual and Family Services
• 100 - 200 Employee

• Finance Intern

  • May 2017 - Aug 2017

  I worked in the Finance and Business Intelligence department at Council on Aging during the budgeting season. During this time I made all the reports that the Finance co-op does during other seasons, but I also helped prepare the budget for the 2018 Fiscal Year which begins in October. Some of my responsibilities were:: - Forecasting the entire agency’s revenue throughout each program for our 2018 fiscal year - Producing monthly and quarterly reports while creating new reports from scratch for future reference - Formulating a department allocation driver to link our project and department structure in our budgeting software - Completing various ad hoc requests including valuing all the inventory in our office at fair market value Show less



Custom Pro Logistics

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Carrier Setup Team- Intern

  • Jan 2017 - May 2017

  Custom Pro Logistics has a deep focus on customer service and customer loyalty. My role as an intern is to add new carriers to our databases online and monitor them to ensure that they are the most reliable carriers to move our customers' products. I contact insurance companies to make sure every vehicle is on the plan, and that the plan covers cargo, reefer breakdowns, and liability insurance. I also help in taking phone calls from customers or carriers and delivering them the best service. Attention to detail is very important in my job as well as the ability to interact with people on the phone. Show less



Jimmy John's

• United States
• Restaurants
• 700 & Above Employee

• Delivery Driver

  • Jun 2015 - Aug 2016

  I improved my customer service skills, and my team building skills while working for a local Sandwich Shop. I also handled various amounts of money everyday. I improved my customer service skills, and my team building skills while working for a local Sandwich Shop. I also handled various amounts of money everyday.