Experience

Clarfeld | Citizens Private Wealth

• United States
• Financial Services
• 100 - 200 Employee

• Senior Tax Associate

  • Oct 2023 - Present



Andersen

• United States
• Financial Services
• 700 & Above Employee

• Private Client Services Associate

  • Jan 2022 - Present

  Maintaining a client list consisting of ultra high net worth individuals. Engaging in the tax preparation process and collaborating with team members to work on completion of returns, draft technical memoranda, and assist in project management.

• Private Client Services Intern

  • Feb 2021 - Jan 2022

  Preparing various types of tax returns in a timely manner.



MMQ, P. C.

• United States
• Accounting
• 1 - 100 Employee

• Tax Intern

  • Jan 2020 - Apr 2020

  Prepared tax returns for individuals and businesses. Responsible for communicating with clients about any missing documents and information needed to complete their tax return. Prepared tax returns for individuals and businesses. Responsible for communicating with clients about any missing documents and information needed to complete their tax return.



Wilkes University

• United States
• Higher Education
• 500 - 600 Employee

• Peer Tutor

  • Sep 2019 - Apr 2020

  Peer tutoring Intermediate Accounting I and IME courses. Was responsible for the tutoring sessions of over 100 students.

• Lead Admissions Ambassador

  • Sep 2017 - Jan 2020

  Admissions Ambassador Fall 2017-Spring 2018Lead Admissions Ambassador Fall 2018-Spring 2019I supervised and mentored student ambassadors on marketing initiatives, phone calls to prospective students and families, and checked the accuracy of data input. I also assisted with special events such as Open House and The Colonel Overnight Experience.



Volunteer Income Tax Assistance

• United States
• 1 - 100 Employee

• Senior Coordinator

  • Jan 2020 - Feb 2020

  Worked alongside peers to help individuals with basic tax returns, particularly those with low and limited income, individuals with disabilities, non-English speaking, and elderly tax payers. Worked alongside peers to help individuals with basic tax returns, particularly those with low and limited income, individuals with disabilities, non-English speaking, and elderly tax payers.



Weidner Accounting, LLC

• Hanover Twp, Pennsylvania

• Accounting Assistant

  • Jan 2019 - Apr 2019

  Working alongside a CPA, printing and organizing paperwork for individual and business returns. As well, entering payroll and QuickBooks data. Working alongside a CPA, printing and organizing paperwork for individual and business returns. As well, entering payroll and QuickBooks data.



Volunteer Income Tax Assistance

• United States
• 1 - 100 Employee

• Volunteer Tax Preparer

  • Jan 2019 - Apr 2019

  Worked alongside peers to help individuals with basic tax returns, particularly those with low and limited income, individuals with disabilities, non-English speaking, and elderly tax payers. Worked alongside peers to help individuals with basic tax returns, particularly those with low and limited income, individuals with disabilities, non-English speaking, and elderly tax payers.



Enactus

• United States
• Non-profit Organizations
• 700 & Above Employee

• Member

  • Sep 2017 - Jan 2019