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Experience

    • Tax Accoutant
      • Jan 2023 - Present
    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Accountant
      • Jul 2021 - Dec 2022

      • Promoted from Tax Associate to Staff Accountant.• Prepared and corrected corporate (C and S), partnership, individual, fiduciary, and gift tax returns.• Reconciled all balance sheet accounts to verify year-end balances.• Wrote journal entries including adjusting, reclassifying, and federal tax adjusting entries to modify book balances, and to make accrual-to-cash adjustments.• Extremely efficient work ethic. Realized billings exceed 92% year-to-date.• Continuous client outreach covering multiple engagements.• Ability to prioritize competing deadlines within a fast-paced environment.• Cross-functional engagement with internal accounting services department.• Enrolled and participated in continuing education opportunities.• Effectively utilized the IRC, IRS publications, and 3rd-party tax resources.• Pinpointed potential workflow improvements, updated internal workpapers, and improved the preparation process. Saved 30 minutes per business engagement.

    • Tax Associate
      • Feb 2021 - Jul 2021

      • Promoted from Tax Intern to Tax Associate.• Prepared and corrected individual tax returns in varying complexity.• Developed deep knowledge of federal and state income tax laws through independent study and mentorship.• Drafted emails addressed to specific clients regarding missing items.• Utilized tax research tools to substantiate tax treatments used during preparation.

    • Tax Intern
      • Jan 2020 - Aug 2020

      • Prepared and corrected individual tax returns from inception to completion. • Corresponded regularly with clients regarding incomplete tax return information. • Continuous discussion with coworkers regarding clients’ tax circumstances. • Collaborated with coworkers to summarize tax changes included in the CARES Act in firm newsletters. • Prepared and corrected individual tax returns from inception to completion. • Corresponded regularly with clients regarding incomplete tax return information. • Continuous discussion with coworkers regarding clients’ tax circumstances. • Collaborated with coworkers to summarize tax changes included in the CARES Act in firm newsletters.

Education

  • University of Washington Bothell
    Master of Science - MS, Accounting
    2022 -
  • University of Washington Bothell
    Bachelor of Business Administration - BBA, Accounting
    2019 - 2021

Community

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