Tax Senior Associate

WORK EXPERIENCE

Tax Senior Associate
National Public Accounting Firm
August 2023 to Present

• Prepare complex Rental Real Estate1065s, REITS, 1120s
• Review client’s budget for internal compliance
• Maintain client relationships
• Train new associates and international team members
• Assist in cost segregation/fixed asset projects

Tax Associate II
Regional Public Accounting Firm
January 2021 to August 2023

• Prepare tax returns for Trusts, Partnerships, S-corporations, C-Corporations, Nonprofits, and Individuals
• Prepare complex 1120, 1065s, & 1040s
• Prepare provisions for Multistate C-corporations
• Assisted in tax research in 2021/2022/2023 tax guide for clients
• Handle state tax notices
• Aid in estimate calculations
• Assist clients in preparation of financial statements including balance sheet, income statement, changes in equity, statement of cash flow, and notes to the financial statements
• Develop and train new associates on various topics including software and technical skills

Tax Intern
Local Public Accounting Firm
January 2019 to May 2019

• Prepared individuals 1040s
• Imported trial balance’s and rolled retained earnings
• Organized and scanned important tax documents

EDUCATION

BS Business Administration, 2020
State University

SKILLS

Microsoft Office, CCH Axcess, CCH ProSystem Engagement, CCH Fixed Assets, CaseWare Working Papers, Sage Fixed Assets, CCH Intelliforms, Checkpoint, Adobe, Workday, Prostaff, GoFileRoom, GoSystems, Convene, Engage, Stafftrak, Power BI