Staff Tax Accountant

• May 2022 - Present

- Prepare federal and state income tax returns for individuals, trusts, estates, partnerships, S-corporations, C-corporations, and gifts using Lacerte and Engagement Tax Software- Attend weekly tax group meetings to ensure all goals are accomplished- Review prior year work and analyze client documents to complete tax returns- Track ongoing workload and projects using Excel for efficient time management - Prepare federal and state income tax returns for individuals, trusts, estates, partnerships, S-corporations, C-corporations, and gifts using Lacerte and Engagement Tax Software- Attend weekly tax group meetings to ensure all goals are accomplished- Review prior year work and analyze client documents to complete tax returns- Track ongoing workload and projects using Excel for efficient time management

President

• May 2021 - May 2022

- Work with the Graduate Assistant of Campus Life to coordinate all chapter goals are achieved- Lead executive board team throughout the year and plan for biweekly meetings- Ensure board members are completing tasks and executing events- Communicate with Chapter Support Manager at HQ

Vice President

• Jan 2020 - Apr 2021

- Assisted president when needed and facilitated biweekly meetings- Worked with Graduate Assistant of Campus Life and executive board to execute events

Membership Outreach Chair, Coordinator of Mentor Program, & Social Media Co-Chair

• Jan 2019 - Dec 2019

- Communicated updates to chapter using NSLS' software to send mass emails- Co-created a mentor program with the chapter president for new members to ensure smooth transition into the chapter- Assisted social media chair by posting on our chapter's Instagram account to provide easy updates for members

Undergraduate Student

• Aug 2018 - May 2022

President

• Jan 2021 - Jan 2022

- Lead 24 officers while working with our Executive Council (collegiate officers + alumnae) to meet all deadlines- Communicate with International HQ and Mercer Campus Life about upcoming events and forms or reports- Work with the alumnae advisor team to achieve Good Standing and ensure chapter success- Organize and lead weekly chapter meetings and officer board meetings- Work with members to handle conflicts within the chapter and emergencies that arise

Vice President Finance

• Jan 2020 - Dec 2020

- Maintained tracking system for ongoing membership dues; communicated with members regarding payment as needed- Maintained a fiscal year budget tracking Excel document daily; oversaw budget for 24 officers- Regularly communicated with Alpha Gam's IHQ about finances and worked to negotiated new, COVID dues- Presented a fiscal year budget presentation using Canva, Excel, charts, and Powerpoint to advisors and chapter members for easy-to-understand knowledge of finances

Director of Academic Enrichment

• Jan 2019 - Dec 2019

- Planned an event to recognize academic achievement while staying within my budget and obtaining all necessary materials for the event- Recognized various achievements (ranging from academic success, internship, research, etc.) by our members each week at chapter meetings

Private Wealth Management Intern

• Jun 2021 - Jul 2021

• Developed financial plans in MoneyGuidePro & ThomsonOne using client data and interpreting financial statements.• Updated household information and sent ACH requests in Liquid Office Workflow and Beta Host.• Arranged correspondence with clients regarding missing documents or to schedule meetings with Financial Advisors. • Developed financial plans in MoneyGuidePro & ThomsonOne using client data and interpreting financial statements.• Updated household information and sent ACH requests in Liquid Office Workflow and Beta Host.• Arranged correspondence with clients regarding missing documents or to schedule meetings with Financial Advisors.

Business Week Co-Chair

• Apr 2020 - May 2021

- Worked with my partner to create a week long Business Week event consisting of various topics relevant to business students- Communicated with business professionals to ask for speakers at our events- Recorded attendance, using Excel spreadsheet, and sent to our VP Chapter Operations

Chancellor

• Apr 2020 - May 2021

- Organized and facilitated weekly chapter meetings to conduct officer reports, new business, voting, etc.- Headed the ritual committee to ensure our initiation ceremony and pledging ceremony meet all good standing requirements and was a successful event for our new brothers- Worked with VP Pledge Education to verify all required materials, including badges, regalia, etc. were ordered from Central Office

Summer Intern

• May 2019 - Jun 2019

- Entered cost basis into the accounts of clients and updated tax lots in Baird' Private Wealth Management Sector- Participated in meetings with clients and wholesalers- Worked with ThompsonOne and MoneyGuidePro financial software - Entered cost basis into the accounts of clients and updated tax lots in Baird' Private Wealth Management Sector- Participated in meetings with clients and wholesalers- Worked with ThompsonOne and MoneyGuidePro financial software

Tutor

• Aug 2016 - Apr 2018

- Tutored students age 8-17 in math, Latin, English, Spanish, chemistry (Honors/AP), SAT/ACT/ERB test prep, and U.S. History- Assisted students with organization, time management, and study skills- Filled out a Session Notes Form for the student and their parents after each tutoring session to keep communication - Tutored students age 8-17 in math, Latin, English, Spanish, chemistry (Honors/AP), SAT/ACT/ERB test prep, and U.S. History- Assisted students with organization, time management, and study skills- Filled out a Session Notes Form for the student and their parents after each tutoring session to keep communication